How to choose the right CRM (Bonus Сhecklist Included)

These days a CRM isn’t just a luxury — it forms the cornerstone of your entire workflow, helping (or hindering) the effectiveness of your sales process.

That’s why choosing the right customer relationship management solution can feel like a huge undertaking. You’ve got to think about whether the functionality fits the way you work, how to get your team on board and if it’s a worthwhile investment of time and money. Pair that with the fact that there are literally hundreds of CRMs to choose from, and shopping for a CRM can be downright overwhelming.

But don’t put it off. The sooner you find a CRM, the sooner you can start enjoying the perks of a more systematized and transparent sales process. If you follow the tips below, you’ll find that searching for the right CRM can not only be painless, but even enjoyable.

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6 Ways Your CRM Is Failing You

The modern customer expects a lot — a response within the hour, a personalized buying journey and an account manager who anticipates their wants and needs. It’s no wonder that the demand for customer relationship management tools is growing every year. It gives businesses that competitive edge of getting in there first and really wowing your leads while they’re hot. Nevertheless, a lot of CRMs don’t deliver the dazzling ROI you’re expecting and working with them becomes tedious.

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Don’t Overlook Your Email Archiving Systems

"Today, business users need on-the-go access to all their critical data, which includes emails, documents and attachments. For IT administrators, striking the balance between productivity for users and compliance needs for the organization is necessary.

A September 2017 commissioned study conducted by Forrester Consulting shows 92% of business users believe easily finding emails and related documents using search functions is important or critical to the ability to do their job.

Download the study to discover more of Forrester Consulting’s important findings on the email archiving needs of modern business users—and how you can meet them."

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Increasing Your Marketing Funnel

The Slashdot Media Passport System is an organic vertically integrated big data analytics platform that utilizes extensive feedback loops, machine learning, artificial intelligence and human curation to identify potential leads from our database of over 100 million B2B contacts. Passport uses inputs provided by you during our campaign pre-launch meeting to build sophisticated profile models of your perfect customer and find the best matches in our contact data to that profile, while factoring in other important information such as intent and reachability. We utilize available data whenever possible to maximize our profiling work on your campaign and may as needed ask potential contacts supplemental data gathering questions to complete profiling as needed. We reserve the flexibility to answer any profiling questions that you have defined in your request for proposal by utilizing previously gathered data in our database or by asking the lead contact supplemental questions directly.
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7 Easy Ways to Multiply Your Conversions

How can marketers meet high demand for super-personalized communications? The answer lies in dynamic content.

In this free guide from SharpSpring, see 7 simple ways marketers can use dynamic content to connect with audiences in a more organic and personalized way.

Grab your copy to find out:

  • How top brands like Netflix and Amazon use dynamic content.
  • The marketing automation features that enable you to deliver personalized experiences.
  • Ways to personalize your emails, landing pages, forms, pop-ups and more using dynamic content.

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Turn Marketing Automation Into a Profit Center

Marketing automation doesn't need be a big expense. It can be a killer revenue generator.

Download this guide to:

  • Learn how one digital marketing agency switched from HubSpot to SharpSpring and multiplied its profits.
  • See a feature-by-feature comparison of the platforms.
  • Get an inside look at HubSpot's hidden costs and platform fee

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Marketing Automation: Agency Trends

Marketing agencies know that marketing automation is vital to their success and the success of their clients. Agencies report that they are using marketing automation with several goals in mind, the most prevalent of which are to increase lead generation (65%) and to improve lead nurturing (59%). Both of these activities lead to increasing sales revenue, which was reported as an objective for 42% of agencies. Download our whitepaper to learn how your organization can benefit from marketing automation.
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Notifiable Data Breach Compliance

Only 50% of Firms Are Ready for Australia’s Data Breach Legislation. Are You Prepared?

Research suggests very few organisations are prepared to comply with Australia’s Notifiable Data Breach legislation.

Although IT managers report that 95% of security breaches are caused by human error, only 40% of companies report actively training staff to improve cybersecurity practices.

This ITNews survey identifies areas where Australian companies have fallen short when it comes to data protection and compliance.

Download the new research report to learn how to prepare your organisation for NDB.

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Don’t Overlook Email When Planning for GDPR Compliance

Does your organization have a plan for complying with the European Union’s General Data Protection Regulation (GDPR)? If email isn’t a part of that plan, you could face significant challenges, including severe financial penalties.

Learn more in this TechTarget whitepaper Don’t Overlook Email When Planning for GDPR Compliance. Download now to get the facts about:

  • Why you can’t compromise when it comes to protection of email data
  • The challenges presented by Subject Area Requests
  • How noncompliance could cost your organization more than just money
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