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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.

5 Best Practices for Maximizing Your CRM Capabilities

With the right people in place, you can use data and CRM optimization to create powerful, compelling reports that inform your leadership's strategy and decision-making.

Top Takeaways from the Salesforce 2021 Marketing Intelligence Report

Improving visibility into marketing ROI, using data to support business objectives, and examining the role of cross-channel marketing are among the most pressing issues.

Voice of the Product: Devices Are Talking, and It’s Time We Start Listening

We are missing out on an important part of the equation between a customer and a business: the product. It is time to start giving it a voice.

How to Sell to Anyone

Successful salespeople can anticipate and react to the changing needs of each individual they're pitching.

How Partnerships Can Improve Your B2B Customer Experience

Building an ecosystem of B2B partnerships creates long-term value by improving the customer experience, increasing customer loyalty, and growing business overall.

How the Pandemic Pushed Retail Marketers To Personalize

The pandemic's effect on shopping behaviors will demand more experiences and more personalization in a brand's marketing efforts. Let's take a look at how personalization is evolving, and what marketers can do next to elevate their strategies.

3 Ways Cloud Data Warehouses Help Marketers and Improve CX

No more data silos, no more confusing or outdated campaigns, no unnecessary costs—instead, you engage with your customer as they exist in the moment, not with 15 slightly different versions of that customer.

From CX to EX: How Customer Experience Will Evolve as Ecosystems Take Hold

As ecosystems come to the fore, companies must react to how this intermingling of disparate partners impacts the traditional customer experience. Here's how to shift to an "ecosystem experience" mind-set.

Ethically Sourced Data and Smart Market Research: Marketing Predictions for 2021

ResTech has the power to provide marketers with the road map to a successful future.

4 Keys for a Successful CRM Implementation

CRM is not a straightforward tool you can simply onboard your teams onto or add to your existing tech stack. Its deployment within an existing business requires a forward-thinking approach to ensure success.

Where Is CX Headed in 2021? 3 Predictions for the Year Ahead

The digital transformation hastened by 2020 will lead companies to continue catering to the connected customer experience lifestyle.

Deep Customer Insights: The Key to Building Excellent Products

To get the right products to market, faster, companies need to leverage every customer conversation and interaction they have.

Predictive Analytics: Foretelling Successful Sales and Marketing

In the world of CRM, predictive analytics can be a powerful tool, but whether you succeed or fail, the devil is in the details.

Tips for Growing and Scaling Customer Relationships with a Hybrid Workforce

Customer relationship management is vital for business growth and retention in times of uncertainty. Executing on it successfully means ensuring communication with employees is seamless, no matter where they are.

5 Tips for Managing Customer Opt-In Data

Controlling this vital data will help you not only comply with regulations but expand opportunities to start and continue conversations with your customers and prospects.

COVID-19 Has Forced a Pivot to Digital-First. Here’s How Companies Adapt

Nearly every organization has been impacted by the 2020 digital transformation rush. Those that have not made moves to adapt stand to lose market share to competitors, suffer customer retention and loyalty fallout, and even face potential bankruptcy.

Why You Might Soon Need Permission to Work From the Office

With so many changes throughout the business world, many are starting to wonder: Is our new working reality the way of the future?

4 Questions to Help You Ensure Your Mobile CRM’s Security

Remote work is more prevalent, and critical, than ever, and so is the need to ensure you have proper security in place for your mobile CRM.

5 Steps for Impactful Digital Sales in the New Normal

To ensure business continuity while managing expectations and promoting the well-being of both customers and their workforce, business leaders should take these five measures.

3 Steps for Getting B2B Sales Back to the ‘Not Normal’ Normal

CRM and digital engagement will play key roles in enabling new selling motions and creating new buying experiences