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…
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
Here’s a question for you: Why should you care about your CRM data? At first glance, that may seem…
Using Customer Data to Build A Competitive Advantage
Most executives when asked would agree that having customer data gives an organization an unbeatable edge over the competition.…
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…
Choosing Between NetSuite and Salesforce? Read This
It’s no secret that successful businesses rely on Customer Relationship Management (CRM) tools to improve their customer interactions and…
Do You Really Need a Data Warehouse for Power BI?
To be or not to be, to data warehouse or not. These age-old questions continue to circle in our…
Streamline Your Day—and Your Data—with Calendar Integration
Whether it’s work or personal life, a recent study found that as many as 70% of adults rely on…
Who Needs ERP Integration? (You Do, Actually)
ERP integration. It’s an exciting and daunting term, depending on your experience and confidence level with ERP systems. There…
The Top Skills Your ERP Consultant Should Have
Running a business is complicated enough. That’s why solutions like enterprise resource planning (ERP) software were created. But it…