Posts Tagged ‘CRM’

Sales 2.0 Conference in Las Vegas

Thursday, September 18th, 2014

Sales 2.0 is the leading conference for sales executives, marketing leaders, and sales-operations managers. This event will provide you with tactics that are proven to accelerate sales growth, enable strategic change, and transform your sales and marketing organization for success in 2015.

You’ll learn insight from an expert community of top sales executives, consultants, industry leaders, and analysts. Learn how to optimize your sales process and align it with your marketing strategy for quota-busting results.

Here are the top reasons for attending:

1. Learn from the sales industry’s top experts.

2. Network with your peers, who face challenges and have aspirations that are similar to yours.

3. Learn how to integrate people, process, and new technologies to optimize results.

4. Come back energized and armed with pages of notes, and enjoy free access to the invaluable Sales 2.0 Resource Library, which contains the latest research reports, useful white papers, and compelling videos.
Network with executives in sales, marketing, and sales operations. Share ideas. Learn new best practices. Ensure your sales organization performs at peak levels.

CRM Evolution 2014 NYC

Monday, August 18th, 2014

The combination of keynotes, Sunrise Discussions, presentations, and panels is designed to maximize not just what you need to be thinking about when it comes customer engagement, but also what the specific areas – such as analytics, social media, salesforce automation, marketing automation, and/or customer service – have to offer.  You’ll also have access to some of the most influential people in the industry, to the vendors that you might be considering for your technology department, and to the practitioners who have the stories that are meaningful to you.

CRM Evolution 2014 features several tracks with many different topics for you to choose from. Among these are Sales Strategies, Marketing Strategies, Customer Engagement Strategies, Social CRM, Mobile Marketing, Management Strategies, Customer Focus, and CRM Transformation. See the advance program for individual session descriptions and register so you can take advantage of everything CRM Evolution has to offer!

CRM Evolution is co-located with the SpeechTEK and Customer Service Experience conferences. An All-Access Pass allows you to attend sessions at all three conferences! When you choose the All-Access Pass, you’ll have the opportunity to discover how to design a better customer engagement strategy using customer service and speech technology. Go above and beyond with your customer engagement strategies

Do You Know the 5 Levels of CRM?

Saturday, July 19th, 2014


The Five Levels of CRM by Ross & Ross International


Ten years ago, there were a few dozen CRM Systems available from ACT (for Small Businesses) to Siebel (for Large Enterprises).  In the past, you bought the software once, paid for the implementation and then paid an annual support fee…forever.

Today, there are hundreds of CRM Solutions for all size businesses –  from a one-person company Small Office (or Home Office) to tens of thousands of employees in a Fortune 100 company. Now all the leading CRM Solutions are built with Cloud and Mobile Technology (or they’re rewriting their old CRM software using the new technology). You typically pay an implementation fee and an on-going monthly fee per user per month…. forever.

Many business people are very confused about what CRM is and how to best use it. So let’s review a brief definition of CMR according to Wikipedia:

Customer Relationship Management (CRM) is a system for managing a company’s interactions with current and future customers. It involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support.

Since there are so many solutions and so many vendors that use the “CRM” definition in so many ways, we decided to help summarize the different levels of CRM in Business.

There are five typical levels of CRM in business today. Which level is your company?


(more…) Systems Administration Self-Paced Training

Friday, July 18th, 2014


Over the last five years, has become very complex to successfully implement and manage.

However, the CRM System is still very easy to just turn on with their standard configuration and start working. It’s quick, not too painful and many companies just do that.

Unfortunately, the standard process, forms and reports very often don’t match what the company sales team really needs to be productive… and over time, sales people stop using parts of the system, the customer database gets very dirty and sales managers go back to using spreadsheets to prepare their forecasts, usually over the weekends.

Most companies need some help improving their system.


Zoho User Conference 2014

Monday, July 7th, 2014

Zoholics: Sales & Marketing agenda will include several training sessions for the following Zoho applications.

- Zoho CRM

– Zoho Campaigns

- Zoho Support

- Zoho LiveDesk

- Zoho Survey

- Zoho Contact Manager


If you are looking for Zoho CRM training, this is the event to attend. They plan to cover several topics on how to manage, engage and support your customers.

SuiteWorld 2014

Monday, May 12th, 2014

Held annually, SuiteWorld is NetSuite’s largest user conference designed specifically for NetSuite customers, partners and developers. SuiteWorld 2014 comes to San Jose May 12-15 bringing together the full strength of the NetSuite Nation ecosystem to learn and explore, network face-to-face and shape the next evolution of cloud computing services.

Event features include thought-provoking keynotes from C-level NetSuite executives, networking with more than 6,000 anticipated attendees, 200+ breakout sessions and more than 100 value-added solutions in the SuiteWorld Expo.

Infusionsoft Annual User Conference 2014

Wednesday, April 23rd, 2014

#ICON14 is the eighth annual conference for small business, hosted by Infusionsoft.

This 3-day event brings together the brightest minds in small business from around the world to learn, network and share best practices for success.

The event provides everything from inspiring keynote speakers to hands-on Infusionsoft training, plus tips on lead generation, conversion and customer delight. Breakout sessions cover a range of topics like Infusionsoft product training, marketing strategy, social media, business management, automation, branding, copywriting, affiliate marketing and more.


CRM Magazine Announces Winners of 2009 CRM Market Awards

Friday, October 2nd, 2009

CRM Magazine published a list of the top CRM vendors in June 2009.  This is the 8th year of their survey.

CRM magazine “honors the vendors, consultants, and end-user companies that focus on customer relationships and the customer experience through the sophisticated integration of people, processes, and technologies. In each of 10 categories, the magazine named one Market Winner, denoting the highest score compared to its peers. Each category also produced four Market Leader awards and One to Watch.”

Click on the link below to find the best CRM vendors in the industry.  Keep in mind that the “best” can also be very expensive to implement and maintain.

2009 CRM Magazine Announces Winners of 2009 CRM Market Awards

2008 CRM Magazine Announces Winners of the 2008 CRM Market Awards

Note: CRM = “Customer Relationship Management”