Monthly Archives:June 2015

Tips for Navigating the First 90 Days of CRM for Long-Term Success

Brian Gardner No Comments

You’ve tested and tweaked your CRM system; your team, stakeholders and executives have signed off. Everything seems ready to go.  

What’s next?  

The Impact of CRM on the Digital Customer Experience 

Roger Van Nuis No Comments

CRM plays a crucial role in elevating the overall customer experience, particularly from a sales perspective. When implemented effectively, CRM can transform a vendor’s status from a commodity supplier to a trusted, strategic partner. A well-optimized customer experience not only improves retention but also fosters customer advocacy, positioning the seller as a true consultant in the buyer-seller relationship. 

Your CRM Didn’t Work Out? Considering a Second Try?

Brian Gardner No Comments

Have a bad taste in your mouth from your last CRM implementation attempt?  

Know that your business could benefit from a single source of truth across the organization but hesitant to give it another shot?  

Despite CRM’s Evolution, ROI Remains Elusive 

Roger Van Nuis No Comments

New market pressures are changing how CRM is used. 

Podcast: Getting the Most from CRM – A Conversation with DCKAP’s Karthik Chidambaram  

Brian Gardner No Comments

Brian Gardner, Founder and CEO of SalesProcess360, was recently invited onto Driven by DCKAP, a podcast that discusses the technology challenges faced by modern distributors. DCKAP specializes in ERP integration platforms designed for distributors. 

Who Should Make Up Your CRM Team? 

Roger Van Nuis No Comments

Most businesses start their CRM journey with the best of intentions. They’re excited about the prospect of collecting data to better manage their customers, products, relationships and business opportunities. 

They are used to having an ERP to manage the back end of their business. They assume its rollout can’t be much different and proceed to hand it over to their IT person to lead the charge.  

Tips for Choosing the Right CRM Vendor for Your Business 

Roger Van Nuis No Comments

Selecting a vendor may be one of the most complex and confusing aspects of your customer relationship management (CRM) project, but it doesn’t have to be. I developed a systematic approach for uncovering inefficiencies in your operations and a script that clearly communicates your needs to potential partners.  

Statements of Work for CRM Projects That Actually Work

Brian Gardner No Comments

A company’s CRM journey should be viewed as a marathon, not a sprint. It’s not a one-and-done project with a start and end date. You don’t just set out to buy or implement a CRM. To do it right, there’s a lot of pre- and post-work and many challenges along the way.  

Meet Mike Lewis, Consultant for SalesProcess360 

Roger Van Nuis No Comments

Mike Lewis has spent his career automating processes to help customers remove bottlenecks and operate more efficiently.  

The CRM Implementation Plan Your Business Actually Needs to Get ROI

Roger Van Nuis No Comments

The goal of customer relationship management (CRM) is to efficiently and effectively grow your business while improving the customer experience. When implemented properly, CRM can give companies a competitive edge. 

SalesProcess360 Videos featuring Brian Gardner

Get insights based on decades of experience in industrial markets, including why you should think beyond outside sales, how to take a proactive approach to sales opportunities and how to let sales process drive your CRM wish list.