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Should I Use a Consulting-Specific CRM? Find the Right CRM for Your Consultancy

Nutshell

When you’re running a consulting services business, a good CRM is a must to streamline your client acquisition process and keep a good balance between landing clients and delivering services. But should you use a consulting-specific CRM or a general-purpose CRM? However, CRM is a helpful tool for businesses of all sizes.

CRM 71
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3 Ways to Secure Your CRM and Avoid Security Risks

Zoominfo

If you’re looking to be more proactive and less reactive, start with an inspection of your Customer Relationship Management System (CRM). How to Prevent a CRM Data Breach . The burden of responsibility for securing the sensitive data in the CRM belongs solely to the companies who requested, or accepted, this personal data.

CRM 253
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Ensuring Secure CRM Integrations: Addressing Key Concerns

Nutshell

In today’s hyper-connected business landscape, customer relationship management (CRM) systems have become indispensable tools for organizations of all sizes. It’s also become essential to integrate your CRM with your other software tools to improve efficiency, streamline data management, and enable new uses for your CRM data.

CRM 62
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New Email Security Feature in Pipeliner CRM

Pipeliner

In the past, there have been concerns that private email within CRM could be seen by other users who shouldn’t see it, because email in CRM has been accessible by any user. We have just released a new email permissions feature for Pipeliner CRM that will ease anyone’s mind about integrating email with CRM.

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In the Race to Win More Customers, Sales Needs Digital Transformation

Discover the results and why investments in digital transformation and automation are pushing sales teams ahead. Salesforce users were surveyed about the forces shaping today's workplace.

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Ensuring data quality and accuracy in CRM software

Nutshell

With the help of your customer relationship management (CRM) system, you can collect and store data that’s current, accurate, reliable, and consistent. Unreliable or poor-quality data can lead to impractical, poorly developed sales, marketing, and customer service strategies. Customer data should always be up-to-date and timely.

CRM 62
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Salesforce Field History Retention Policy: What It Means and Why You Should Care

InsightSquared

But starting this spring, Salesforce will start enforcing a policy that limits client access to their Field History data that is older than 18 months. So, what data is being impacted by the policy? The OpportuityFieldHistory data will be limited to 18 months per the Salesforce policy change. . For example: Opportunity Amount.