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Zoho CRM Setup – LinkedIn Integration (New 2017)

After a couple of years of LinkedIn and other companies straddling the corporate red tape, Zoho CRM Setup now includes a new LinkedIn Sales Navigator integration. In the past we struggled through with custom links and other mechanisms. Now, with this fully embedded integration we are able to get access to contextual information, find ‘recommended…

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Zoho CRM Home Page – Video

Zoho CRM Home Page New Features 2017 CRM Setup can be complex and one are that has been trying was the old Zoho CRM Home Page. The new Home Page used to only be editable by users. Now, Administrators can control what information users have access to on their Home Page. Check out the video below for…

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Zoholics Sales and Marketing 2016; Some Key Take Aways

June 6-9th 2016 saw this years annual Zoholics Sales and Marketing conference in California. It was evident from day 1 that Zoho have been listening to attendee feedback and designed an event to deliver what people were looking for. Whether a prospective user, a new user or ‘veteran’ user, there was something for everyone. We…

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Choosing the Right CRM for Your Business Needs

Choosing the Right CRM for Your Business Needs

If your business has a need to keep track of their customers (and all businesses do) then a CRM solution is essential! So how do you choose the right CRM for your business needs?  Alderbest Solutions has outlined some of the necessary information and functions you’ll want within your CRM solution. Businesses need a way…

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Top 10 Reasons Your Business Needs CRM

Alderbest Solutions – Top 10 Reasons Your Business Needs CRM

First, let us caution you this is not a comprehensive list of reasons your company should invest in a CRM solution. There are several reasons for a CRM solution, but we’ve listed 10 reasons that Alderbest Solutions has found to be the most helpful.  We are positive you’ll think of other reasons, but our goal…

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The Importance of Clean, Accurate Data for CRM Data Conversion

In our last blog, Alderbest Solutions provided tips on how to keep your CRM customer data accurate.  This week we discuss how clean and accurate data will make your CRM data conversion less of a headache.  Proper planning and cleansing of your customer data from the beginning will keep you from falling behind on your CRM…

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Accurate Customer Information – Tips to Maintaining Your CRM Data

Have you ever considered the importance of keeping your customer’s information accurate?  When your company’s customer data is not consistent or up-to-date, it can cause problems within your organization.  It can definitely hamper sales and especially the performance of your marketing campaigns.  Employees sometimes find that a contact’s phone number, email address, or place of…

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Are You Maximizing Your Return on Investment and Customer Engagement with CRM?

Often times, small businesses don’t realize that maximizing the return on investment for their Customer Relationship Management solution is easier than it appears.  Did you know segmented lists are a premier tool that can be created in your CRM solution?  These lists are one of the most important components to maintaining customer relationships and audience…

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CRM: A Business Process or Strategy? You Make the Call.

It has been argued that Customer Relationship Management systems are simply a step of the business process; however, other business owners view CRM as a strategy to reaching specific goals that contribute to their business’s success.  Business processes are defined as guide, or steps, for individuals to get work done, which ultimately leads to a…

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Investment Tips for Small Business CRM…use these simple guidelines to make your CRM investment worthwhile…

Thinking about investing in a CRM platform, but not sure you can justify spending the extra money?  Customer Relationship Management has been around, and is evolving so quickly, it seems as if its always been a tool available to small and large businesses, alike.  The software is designed to specifically organize a company’s customers database. …

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