Articles for Danny Estrada
Making Field Service Your ‘Promise Engine’
A marriage of people, process, and products
CRM’s Unexpected Science
When synergy makes a difference
The CRM Adoption Paradox
CRM systems are stronger and more packed with features than ever, but users aren't always rushing to use them. Here's how one firm changed that
Your Sales Pipeline Can Make You or Break You
Good pipeline management requires clear thinking and knowing when to cut a deal loose.
Is CRM a Tool or a Mind-Set?
A company learns that it can be both
Switching CRM Systems: Improve When You Move
A platform change (if you need it) signals a good time to update your processes and mind-set, too
CRM in Accounting: The Tide Turns?
An industry begins to accept it has to work harder to find and keep customers—and CRM can help
Marketing Automation: Fueling CRM Success
Integrating marketing tools with CRM keeps everyone in the loop
Mobile CRM: Setting the Rules of the Road
Establishing expectations and enabling intelligent data flow are key to your mobile blueprint.
Create a Blueprint for CRM Success
What are vendors leaving out of the conversation?