Remove purpose-built-for-the-crm
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Post-sale teams, stop treating your CRM like a Swiss Army knife

ChurnZero

Most recently, we’ve seen leaders question whether they should revert to using their organization’s longstanding incumbent sales tool—the CRM—as an interim solution to their team integration challenges. Treating a CRM as a Swiss Army Knife is both inefficient and reductive to the work of post-sale teams.

Sales 96
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Delighted Q1 2024 Product Recap

delighted

Perfect for overcoming writer’s block or unlocking new perspectives, these suggestions are not only helpful, but are also purpose-built for the tone and content of your survey. With this feedback in mind, we focused our Q1 roadmap on bridging that gap and transforming Delighted Surveys into a guided survey experience.

2024 52
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For AEC Firm UMC, Robust ROI Follows Fast CRM Implementation

CSM Magazine

That standard applies not only to the quality, aesthetics, and safety of the built environments UMC creates, but also to the systems its people use to manage and grow the business. The CRM Solution. Following the selection of Unanet CRM, it took a mere four months to get the system integrated and fully operational.

ROI 105
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Why You Should Throw Out Your CRM

Totango

You don’t need your CRM. How Your Customer Success Platform Can Replace Your CRM. By definition, a CRM system is a tool for managing the data associated with customer relationships, so it may seem like a good idea to turn to your CRM to help you manage all of this data you’ve collected. Yeah, we said it.

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A Comprehensive Guide to Social Customer Relationship Management: What Is it and How it Develops Relationships

Kustomer

In this post, we’ll be taking a look at an approach to customer relationship management (CRM) that places social media and the data it can create front and center of efforts to build and develop strong relationships with your customers. What Is Social CRM? Social CRM thus encompasses both elements of marketing and public relations.

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How to make the most of your CRM and customer experience

Method:CRM

You’ve gathered all the customer information you can dream of through your CRM system, but now what? How do you make sense of the CRM and customer experience data you’ve worked so hard to collect? Read on to learn more about how you can use your CRM and customer experience data to its fullest potential.

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Customer Success tech stack: research and outlook

ChurnZero

The survey found less than half of Customer Success teams have access to purpose-built technology to help them do their job. nearly 1,000 respondents answered as follows: 83% said customer relationship management (CRM); 66% said support (i.e. When the survey asked, “What does your tech stack look like?”