/CRM Stuff

Articles about CRM

Recommended CRM: Nutshell

Back in February of 2015 I reviewed a number of CRM. I recently took a fresh look at each CRM and Nutshell has an even stronger top position than before. Here’s the full review and recommendation for Nutshell CRM. (Some of these notes may not make complete sense unless you’ve read the series on how to [...]

Recommended CRM: Nutshell2016-06-22T17:34:27-07:00

How Your CRM is Secretly Driving You Crazy

I get a lot of requests for CRM recommendations, often from people who already have one. “Our CRM is driving us crazy,” they say, “Can you recommend one?” Well, I can’t give you a surefire recommendation – no one can – because the way you want and need to use CRM is unique. But I can [...]

How Your CRM is Secretly Driving You Crazy2015-09-25T22:49:21-07:00

How to Shop for a Great CRM: Overview

Most of our problems with CRM begin with the way we shop for it. We get some recommendations, cruise through a few websites, sign up for a couple free trials, and choose one. I’m not suggesting this is a casual effort, most people put in a lot of time and careful consideration. Unfortunately, looking at potential [...]

How to Shop for a Great CRM: Overview2015-08-24T19:14:28-07:00

Shopping Step 1: Forget B2B versus B2C

Myths about what B2C and B2B mean can get in the way when looking for sales jobs, sales books or training, and when looking for good CRM—which is why this article is here. The primary myths are that B2B is more complex, involves more sales meetings, a longer sales cycle, and higher dollars. In truth: There [...]

Shopping Step 1: Forget B2B versus B2C2015-08-24T19:14:08-07:00

Shopping for CRM Step 2: Contact Groups

Most of us look at CRM and think about how we’ll fit our prospecting, sales and other needs to it. This often begins with mentally sorting our contact groups as per what the CRM shows us. But most of us have more types of contacts than we find in many CRM. If we do not recognize [...]

Shopping for CRM Step 2: Contact Groups2015-08-24T19:13:51-07:00