Posted in October 2012

CRM’s Forgotten Features: Web-to-Lead Forms

By Chris Bucholtz (Here’s number four in our five-part series on features in CRM that can expand your ROI – but which frequently go forgotten or ignored. Parts 1, 2 and 3 can be found here, here and here.) When many first-time users envision CRM, many of them see this: a system that allows them … Continue reading

Curing Pain Points in CRM Requires a Diagnosis First, then Treatment

By Chris Bucholtz I learned long ago that, for businesses to make significant changes or significant investments, it requires significant pain. I learned this while covering the telecommunications industry, a collection of enormous corporations that saw change as an opponent of revenue. Back in the 1990s – around 1996, and the signing of the Telecommunications … Continue reading

CRM’s Forgotten Features: Security

Since customer data is often cited as the most valuable asset businesses have, nailing down the security aspects of CRM comes almost as a reflex – if you have customer data, you make sure it’s secure. Right? Sadly, no – getting the security features of CRM set up properly often escapes the attention of many … Continue reading