Building Trust One Email at a Time: Why Sending from a Real Address Matters
In a world filled with automation, notifications, and system-generated alerts, one thing hasn’t changed: people trust people. Not systems…
Why You’re Losing Deals without an Email to CRM Sync
The salesperson's job is to sell. That means building relationships, solving problems, and moving opportunities forward. It is not,…
The Power of Context: Why Attaching Full Email Threads to NetSuite CRM Records Matters
In today's fast-paced business environment, customer relationships are everything. Every interaction, every question, every decision contributes to the bigger…
How to Create NetSuite Opportunity Records from an Email (Yes, Email!)
The Problem of Disconnected Sales Data A salesperson's inbox is a goldmine of new opportunities. In fact, a recent…
Building Effective CRM User Training
We don’t have to tell you that your CRM software is a mission-critical solution for your sales team. But…
What You Need to Know about Data Privacy and CRM
When fully adopted and running at its best, your CRM will be chock full of customer data—everything from names…
Easy Ways to Prevent Duplicate Data in Your CRM
Have you ever entered information into a record on your CRM only to not be able to find it…
Why Email, Calendar, and File Integration Is Essential for NetSuite CRM
We all know that email is where most of our work starts: conversations, deals, follow-ups, and project updates. But…
Turn Your Self-Generated CRM Data into A Secret Weapon
Why Your CRM Data Matters More Than You Think Here’s a question for you: Why should you care about…
Using Customer Data to Build A Competitive Advantage
Why Customer Data Matters More Than Ever Most executives would readily agree that customer data helps organizations gain a competitive…
The Gift of Customer Service: How to Keep Customers Happy During the Holiday Season
It might be the most wonderful time of the year according to all the songs you’re streaming on your…
How To Keep CRM Data Clean
It’s 2024. You know by now that storing information in your customer relationship management (CRM) tool is the smart…