Tags » CRM

CRM Trends 2014

1. More than 28% of real estate agencies or realtors are looking at changing their current CRM

2. 35% are still using basic methods like spreadsheet & diary to manage contacts & business… 58 more words

Real Estate CRM

Making a decision about Marketing Automation

I have been looking at marketing automation systems over the last few months with a view to recommending a system for the business which will best support sophisticated automation across all channels and the ability to lead score, lead nurture and integrate with CRM. 878 more words


Guest Blog - Pitney Bowes: 3 Ways Banks Can Become More Customer-Centric

Years ago, you could walk into a bank and the clerk behind the counter would know your name and how you preferred to deal with your finances. 703 more words


Guidelines for Improving Customer Satisfaction and Loyalty

Everybody talks about their desire to improve levels of customer satisfaction and loyalty, but far fewer actually have a plan for doing so. Most experts would argue that you first have to have a plan – and a process – in place before you can even think about the prospects for any meaningful improvement. 1,328 more words


Connector for Dynamics: 'Could not find key [ID field] in Dictionary for entity' when mapping to custom entity in CRM

Using the Connector for Dynamics I was mapping an entity in GP 2010 to a custom entity in CRM 2013. In this case the schema name of my custom CRM entity is  344 more words


It costs you six to seven times more to acquire new customers

The cost of sales will always be higher selling to new customers compared with current customers. Research shows that it costs you up to six to seven times… 365 more words

Dynamics CRM

Charlie Briefs You On Your Upcoming Meetings By Emailing You One-Pagers On Attendees

A new web application called Charlie has raised a seed round of $1.75 million led by Lightbank Capital. The product emails you short, automatically generated one-pagers detailing what you need to know about the people you’re about to meet with, based on your Google Calendar entries. 576 more words