Insights - CRM Insights

How to migrate from ACT!

As a CRM consultancy, we often get contacted by companies looking to migrate away from ACT! to a more modern CRM system. Initially released in 1987, ACT! was a more sophisticated contact management product. It emerged at a time when Customer Relationship Management (CRM) wasn’t yet a recognised software category. However, in today’s competitive CRM […]

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Excel vs. CRM – Which is best for managing your customer relationships?

Is your business becoming ever more reliant on Excel? Whether it’s to track your marketing activities, your sales pipeline, or existing customer interactions? If so, fear not, you are not alone. Excel is such a flexible application and, requiring minimal knowledge to start using it, it’s no wonder organisations both large and small discover that it’s supporting […]

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Vanity Metrics in Sales [Webinar]

Just what is marketing automation all about? Or, perhaps you've already started with marketing automation, but you're yet to see any benefit. In this in-depth webinar we explore the topic of marketing automation, along with 6 detailed examples that you can deploy in your business to bring efficiency and effectiveness to your marketing.

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People aren’t using the CRM – Is it due to the wrong product, or the wrong deployment approach?

Too often people blame the product and not the project! At CRM Insights we’ve helped a lot of people switch to a different CRM system. At the same time, we’ve probably helped a similar number to avoid switching by maximising the value of the system that they already have in place. One of the reasons that people […]

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Automating Anti-Money Laundering (AML) processes through CRM integration

Integrating your CRM to automate Anti-Money Laundering (AML) processes - an integration exampleIf you provide audit, insolvency, accountancy services, tax advice and trust or company services, your business must be registered for anti-money laundering (AML) supervision. In this blog article I'll discuss an example of how one of our accountancy firm clients integrated their CRM […]

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Have you outgrown your CRM? (and why you should migrate from GoldMine CRM)

Migrate from GoldMine CRM? Are you serious?Back in 2008 I had to make a difficult decision. After many, many years invested in GoldMine, it was finally time to move on. To migrate from GoldMine CRM. A decision I didn't take lightly!  My relationship with Goldmine had been a long one. I’d written (and sold internationally) add-on […]

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