Selecting the appropriate CRM software is fundamental to achieving successful digital transformation. However, this process often falters when the crucial initial step—the discovery call—is minimized. A great discovery call acts as the stepping stone for the right CRM selection, implementation, and adoption. It serves as a necessary icebreaker, paving the way for subsequent steps such as a detailed discovery sessions or a product demonstration. The goal of this exchange is to

In today’s marketplace, customer service has evolved beyond simple problem-solving; it stands as a fundamental promise a brand makes to...

Sales Force Automation (SFA) represents technology tools designed to revolutionize sales processes, empowering organizations to achieve...

Most articles on CRM selection begin with textbook definitions of what a CRM is, listing features like contact management, lead tracking,...

Enterprise CRM projects carry high stakes. Industry analysts warn that a large share of CRM initiatives fail or under-deliver. HBR cites...

Generative artificial intelligence (AI) is transforming customer relationship management (CRM) by enabling systems to create content,...

As businesses continue to prioritize customer-centric strategies, the demand for CRM consultants will continue to grow significantly in...

In B2B sales especially where sales cycles are complex and long, effective lead management is the backbone of a successful sales...

CRMs have become instrumental for any business aiming to optimize customer interactions, streamline processes, and improve sales...

Integrating AI into CRM systems represents a significant leap forward, providing advanced capabilities that streamline operations and...

About the Project: Over 100 reports and multiple dashboard widgets enable senior management to keep track of customer onboarding and...

Introduction A CRM demo stands as one of the pivotal steps in evaluating CRM software, yet it often proves to be the most time-consuming....

In the ever-evolving landscape of customer relationship management (CRM), businesses are constantly seeking ways to enhance their...

Healthcare providers continually seek to enhance patient experiences, streamline operations, and boost overall efficiency. Customer...

Disclaimer: We are a product agnostic CRM consulting services firm & not a Zoho partner or reseller. The intention of this post is to...

About the Project: The implemented solution provided greater visibility across the entire lead-to-sale and engagement journey. Background...

Customer Relationship Management (CRM) has become a vital tool for businesses to manage their customer relationships effectively. The...

A CRM process enables a company to interact with customers, partners, suppliers, and potential customers. From brand awareness to...

We recently evaluated CRM software applications for a client who wanted to avoid incurring user licence costs and has a team of in-house...

According to various estimates, 50% of CRM implementations fail. Some analysts peg it as high as 70%. It’s ironic, however, that...