CRM

7 04, 2015

How to Avoid the Biggest Mistakes When Implementing a CRM System

By |April 7th, 2015|Blog, CRM, Uncategorized|

CRM software can be highly effective in allowing a business to scale their sales, streamline service operations and better anticipate their customer’s need through the sharing of crucial information throughout the organisation. It’s unfortunate that in many instances despite installing a CRM, many businesses fail to reap the anticipated benefits of a well implemented system. [...]

2 04, 2015

AFI Branding Zoho CRM and Print IQ Case Study

By |April 2nd, 2015|Case Studies, CRM|

The Brief The company had implemented Zoho but were not getting full value out of the CRM and wanted local support rather than trying to engage with overseas call centres. Integration with PrintIQ was also required to streamline the sales process and reduce time spent on data re-entry. The staff needed insight in to how [...]

10 03, 2015

Direct Selling Case Study – Thermomix Consultant

By |March 10th, 2015|Case Studies, CRM, Food & Beverage, Industries|

The Brief The business owner was keeping client information, sales and notes on an excel spreadsheet but found this clunky and inefficient. She needed to keep a much more detailed account of what was going on with each customer and being a busy mum of two, wanted automated reminders for follow-up tasks and lead nurture [...]

9 03, 2015

Limousine Hire CRM Case Study

By |March 9th, 2015|Case Studies, CRM|

The Brief Sales team was wasting time with an outdated system and there was little information sharing or internal communication. There was significant re-entry of data occurring as the systems being used didn’t integrate. The business owner didn’t feel he had visibility over the activities of his sales team and given the highly competitive nature [...]

8 03, 2015

Commercial and industrial washer equipment company Case Study

By |March 8th, 2015|Case Studies, CRM|

The Brief Company was using outdated non-cloud based technology that no longer integrated with legacy systems. The Australian and New Zealand sales team couldn’t access CRM on the road and weren’t using customer information to its full advantage. Management had limited visibility over sales activity, customer communication and sales pipeline reporting. The Solution Cloud based [...]

2 03, 2015

Why mumpreneurs love cloud computing

By |March 2nd, 2015|Cloud Business, CRM|

What is a Mumpreneur? A woman who combines running a business enterprise with looking after their children, and they are on the rise in Australia. Research undertaken by BankWest has found that women are starting businesses at twice the rate of men and Kimberly-Clark found that 70% of women have considered pursuing a business idea since having [...]

16 02, 2015
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Why Australian Businesses Must Have a CRM System

By |February 16th, 2015|Business Strategy, Cloud Business, CRM|

Cloud based CRM software is really a buzzing topic of late.  It used to be that I’d mention CRM in a sentence and people would ask ‘What’s CRM stand for?’ Now business owners are beginning to understand how to access and use digital technologies to facilitate their growth. Awareness has skyrocketed with people searching for [...]

19 01, 2015

Business Strategy – What Are The Questions?

By |January 19th, 2015|Business Strategy, CRM|

Strategy…how are you getting from here to there this year? What will be the battles in-between and how will you fight and win them? I read ‘What It Takes’ by Mark Bouris whilst on a gorgeous Bali holiday recently and he reinforced how critical your business strategy is and moreover how clearly it answers what [...]

4 01, 2015

Ready, Set, Go!

By |January 4th, 2015|CRM, Sales Strategy|

It’s that time of the year again…planning, thinking about what you’d like to achieve and feeling like it’s all possible as the whole year stretches out in front of you.  I love it! The infinite possibilities that beckon. On New Year’s Day a friend of mine and I share via SMS what our two words [...]