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Cloud-based CRM > Viewpoints

Cloud-based Customer Relationship Management (CRM) systems provide all types of organizations with powerful, flexible, and reliable CRM tools and resources. Cloud-based CRM tools are available to staff in the office and out in the field. Explore the latest news, analysis, and advice related to cloud-based CRM here.

6 Tips to Help Small Businesses Change Their CRM

For small and midsize businesses, adopting a new CRM system can be a large undertaking that's met with considerable resistance. Here are a few ways to help ease the transition.

3 Tips for Choosing a CRM Outsourcer

When enterprises need great CRM software but lack the time or talent to build it in-house, outsourcing is only logical. But it's important to find the right long-term partner from the start.

5 Common Sales Bottlenecks and How to Solve Them

With a few straightforward process changes, and by leveraging technology, you can progress toward eliminating bottlenecks to better optimize your time and resources. But first, you have to know what to look for.

Real-Time Journey Analytics: Maximizing the Customer Experience with Every Interaction

In today's hyper-connected sales environment, businesses require more than surveys or the Net Promote Score to gain a comprehensive view of the customer. Scalable, cloud-based customer journey analytics give companies their best chance at identifying unmet CX needs.

Customer Data Platforms: Striving for a Single View of the Customer

To marketers trying to swim through a flood of disconnected customer data, a CDP can look like the life preserver needed for them to stay afloat. And if it is the real deal, it can be. Here's a look at the CDP field today.

Where CRM Went Wrong (and How to Fix It)

Are you tired of sales software that seems stuck in the '80s and '90s? Join the #NoCRM Revolution, which is less about abandoning CRM and more about finding ways to unfetter your sales teams so that they can deliver real value.

4 Steps to Secure Your CRM or Customer Experience Platforms

CRM platforms are incredibly powerful tools for growth, but they can also create vulnerabilities, as they may expose your most sensitive customer and internal data. Here are four steps to help you get started securing your platform.

How Are CRM and $100 Trillion in Economic Value Connected?

Digital transformation is expected to create enormous value in the coming years, so now's the time to shift to digitizing processes and operations and help your organization support rapid change and innovation.

Get Over Your Cloud Security Concerns

If you haven't moved key operational functions like managing customer communications to the cloud due to data security concerns, get over it; much of your customer data is already there.

Drive Customer Engagement Results With Customized, Flexible Communications

Today's business communications must be able to infuse the customer experience with the perfect blend of technology-driven intelligent interactions and personalized service.

Back to Monolithic Applications in BI and Data Analytics? Top 3 Ways That Marketers Could Be Affected

What Salesforce's blockbuster Tableau acquisition and other consolidation moves in the industry mean for marketers and their CRM efforts, both the good and the possibly bad.

Why Marketing in the Digital Age Needs To Be a Two-Way Dialogue

Organizations should take a human-centric, technology-enabled approach to marketing by helping customers shape their own online experiences and understand what their data is worth.

Turn Your CRM into the Tool Your Sellers Need

Today's CRM systems capture details that relate to—and create incentives around—the underlying key factor that drives better sales results: seller behavior.

4 Things Sales Managers Need From a CRM System

The right CRM solution can save you time and money, but it can also get in the way and end up being a hindrance to your ability to successfully manage people.

4 Reasons Why Contact Centers Need a Strong CRM Strategy

By funneling all customer information into a rich database, companies can simplify interactions—both for the people they serve and the ones they employ.

CRM’s 3 Data Dilemmas, and How to Solve Them

Despite all the advances in CRM, most mainstream platforms lack the ability to do even more with field sales data.

4 Steps to Ensure CRM Success

CRM works best with a sound sales and marketing strategy, and vice-versa.

Voice of the Process: Don’t Just Watch What Customers Say, Watch What They Do

By capturing and analyzing actual customer behavioral data, you can close the voice-of-the-customer blind spot, understanding consumer needs through their actions.

3 Reasons Why CRM Systems Are Even More Important for Small Businesses

Customers expect to have closer relationships with small businesses, so having a CRM platform that is flexible, easy to use, and provides a 360-degree view of their history with you is critical.

Introducing the 5 Stages of B2B Sales Transformation

Today's sales environment is a complex landscape of technologies, content, processes, and people all working together to offer seamless, relevant, and personalized experiences. If that doesn't happen with B2B sellers, buyers quickly move on.