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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.

3 Ways Inside Sales Teams Can Help You Succeed in the Era of Remote Selling

Companies that have already embraced the growing role and influence of digital or "inside" sellers—or who are willing to start now—can harness the rise of inside sales to adapt to remote selling models that are clearly here to stay.

4 Ways to Maintain Sales Momentum, Even in a Crisis

To help your sales team stay successful, it's critical that you accommodate their shift to remote work with compassion and plenty of communication.

Optimizing Mobile Growth in a Post-COVID-19 Era

Those brands that can build mobile experiences for changing needs, and surprise and delight customers in the process, will safeguard their future.

Reevaluating and Rebounding: Steps to Prepare for a Post-Pandemic Business Environment

Before going "back to normal," take some time to think through the transition plan for what coming out of this phase looks like—taking all facets of your business into account.

COVID-19’s Virtual-First Selling Will Last Long Into the Future

The pandemic presents an opportunity for salespeople to evolve and embrace the future of their role.

Machine Learning Is Your Secret Weapon for Customer Acquisition

A CRM solution that includes machine learning adds the ability to access predictive analytics, automate email marketing campaigns, and drive customer transactions.

Forget Customer Experience—Customer Care Is the New Way Forward

If you want to reap visible results in the form of customer retention, loyalty, and, ultimately, sales, customer experience has to be replaced with customer care as its proactive, more human-like version.

Selling While Sheltering: How Businesses Can Avoid Customer Disruption and Serve Internal and External Needs

In the face of COVID-19, you must have a plan to weather the storm and a plan for when the storm passes. Sales teams must find a way to keep a level head and keep moving.

CRM Training in Unsettled Times: 4 Ways to Prepare

In uncertain, distracting times, you need to rally, empower, and support your sales team with remote working capabilities so that your company can conduct itself as close to business as usual as possible.

Challenges for Remote Teams During Coronavirus—and How to Overcome Them

The coronavirus crisis has hit us all hard, but it also presents an opportunity to take your business remote and succeed.

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 Promoter 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.

Cloud Helped Small Businesses Connect Amid COVID-19

Organizations that adopted cloud technologies will be better positioned to adjust to the new normal, not to mention future events that might call for unprecedented flexibility. (Featured on SmartCustomerService.com.)

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.