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Tactical guides, templates, and frameworks for pipeline management, forecasting, CRM architecture, and reporting. Built for operators.

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CRM

Putting the Relationship in CRM: Reaching Your Customers Where They Are

What are the keys to any relationship? I would bet that if you have been in any kind of long-term relationship, whether it is a romantic one or a friendship, you know at least some of the answers. The problem is that we often do not apply those same principles to our customer relationships. We […]

Mar 7, 2019 6 min read
Automation

Implementing Business Process Automation for Happier Employees

Every business knows that turnover is expensive, but many fail to understand just how expensive it is, and how much it might actually be costing their business. The truth is that the marketplace is changing and inspiring loyalty in your employees and keeping them engaged may be harder than ever. How tough is it out […]

Mar 5, 2019 5 min read
CRM

5 Reasons Every Company Needs a CRM System

What is a CRM system? When it comes down to it, a customer relationship management system is a software that allows you to view and manage every single customer interaction. It helps you gather data about your customers and prospects to assess the kind of sales opportunity they might be open to at any given […]

Feb 26, 2019 5 min read
Automation

How Business Process Automation Will Affect the Future of Every Business

When we talk about business process automation, often people think of large businesses or even specific industries. That could not be further from the truth. In fact, business process automation will affect the future of nearly every business. In fact, rather than harming main street and small businesses as many people assume, it can actually […]

Feb 26, 2019 6 min read
Automation

5 Ways to Improve Your Business Processes

One of the simplest ways to increase your profits is simply to improve your business processes. This is an area that is often overlooked because even as businesses we tend to fall into routines and patterns, and it is easier to just do things how we have always done them without rethinking them. However, with […]

Feb 19, 2019 5 min read
Automation

7 Ways Improving Your Business Processes Will Affect Your Profits

Most businesses fall into one of two camps: either they believe their business processes are fine, regardless of how long it has been since they have updated them, or they realize they have issues with their processes, but either don’t understand how to fix them, how they are affecting their bottom line, or how to […]

Feb 12, 2019 5 min read
Automation AI Machine Learning
Automation

How can Automation, AI and Machine Learning help your business?

Every moment spent in a business workflow consumes company resources. Introducing automation, Artificial Intelligence (AI), and Machine Learning can not only reduce operating costs but also increase productivity and reliability. Although at times the three terms automation, AI, and Machine Learning are used interchangeably, they are unique in definition and purpose. The implementation of each […]

Jan 16, 2019 4 min read
What is a CRM System
Blog

What is a Customer Relationship Management (CRM) System?

In a world where customer engagement and reputation can make or break a company, Customer Relationship Management (CRM) systems are essential for every business. Every company, irrespective of location, should have a well-defined customer journey and a method to track the journey for improving sales cycles. A Customer Relationship Management system allows businesses to monitor […]

Jan 15, 2019 3 min read
What is an ERP System
Blog

What is an Enterprise Resource Planning (ERP) System?

“Enterprise Resource Planning (ERP) system” is one of few terms with thousands of different definitions, depending on who you ask. The widely-varying definitions and descriptions of ERP prove how customized the solutions can be. Enterprise Resource Planning (ERP) systems take many different shapes and forms, but they all serve one significant purpose – management of […]

Dec 28, 2018 3 min read

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