REVOPS INSIGHTS

Playbooks & Frameworks.

Automation

Process Improvement and Growth Management

Managing your growth is one of the number one things your business will do, and process improvement, including business process automation, will constantly be a part of that process. We discussed on this blog before that ERP implementation does not have to happen instantly. Treating it like any other project, and putting the parts in […]

May 24, 2019 6 min read

CRM

7 Myths About CRM

There are all kinds of myths out there about digital marketing, content marketing, ERPs, CRMs, and the pros and cons of business automation. The thing is that many of them are just that—myths. They are either based in older thinking or based on the single negative experience of one business. The truth is that CRMs, […]

May 14, 2019 5 min read

CRM

Artificial Intelligence and CRM Integration

The clear trend is that business process automation will affect nearly every business in the very near future. Using artificial intelligence and machine learning, CRM software is getting smarter and more versatile. This means no matter what your industry, your customized CRM solution will do more for you than it has ever done before. But […]

May 7, 2019 6 min read

CRM

Know thy Customer: The Value of CRM

As we have discussed on this blog before, CRM is about customer relationship management, with the emphasis on customer relationship. A relationship is at its core getting to know someone better. Over time you understand their likes, dislikes, and how those align with yours. This is how you know if you will get along. While […]

Apr 23, 2019 6 min read

CRM

How to Drive Revenue with Your CRM

Why do you adopt any kind of business software? To be more efficient and profitable, yes. That also involves serving your customer the best you possibly can. So when it comes to business process automation and adopting a CRM, it is no different. However, your CRM can drive revenue for you. This can be a […]

Apr 16, 2019 5 min read

CRM

How to Convert Haters into Likers with a Custom CRM

When it comes to process automation and the data we gather into our CRM, applying it becomes the tricky part. There comes a point when too much automation it too much, and when over-personalization can get just a bit creepy. This can result in haters rather than likers. So how do you convert these haters […]

Apr 9, 2019 5 min read

CRM

Managing Your Customer’s Information: What, Where, How, and Why

Your CRM software is critical to your business success. Why? Because it is all about your customers and the relationship you create with them. With that relationship comes a certain responsibility also, one to protect your customer’s information, essentially any personal details you gather about them. How you manage that information is also vital. Just […]

Mar 26, 2019 4 min read

CRM

CRM and Web Personalization: Keeping the Creepy Factor Out of It

Your CRM gathers a lot of data about your customers, and that’s a good thing, right? It allows you to provide them with a very personalized experience every time they talk to your team and helps you remember things that might otherwise be forgotten. Besides not losing track of connections and requests, a CRM is […]

Mar 21, 2019 6 min read

CRM

The Customer in CRM: Getting to Know Your Target Audience

One of the most important aspects of marketing is getting to know your targeted audiences. Even when you first start out, knowing the general audience you are targeting will make your efforts much more effective. The most frequent reason for low conversion rates is poor audience targeting. The good news is that you probably already […]

Mar 15, 2019 6 min read

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

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

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