Archive for CRM

The Benefits of CRM: From Intern to CEO

What are the benefits of CRM and more importantly… what the heck is CRM?!? Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The benefits of an integrated CRM solution are that your customer data is plugged into your financial data, bringing together data […]

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Posted in: Acumatica, CRM, Salesforce

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Salesforce Tip of the Week: Creating Custom List Views

This Salesforce CRM tip of the week is brought to you as part of our Digital Business Series. Our team of Salesforce experts are sharing tips and tricks to make your Salesforce experience even better. This week, we are focusing on creating custom list views within your Salesforce system. Want to receive a notification each time […]

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Posted in: CRM, Salesforce

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Join the Virtual Acumatica User Group

Are you interested in getting plugged-in to the Acumatica community? Join our Virtual Acumatica User Group and connect with Acumatica experts – and your peers – and learn more about the latest developments in the Acumatica world, learn helpful everyday ways to get more out of your Acumatica ERP and CRM system, watch product demonstrations, […]

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Posted in: Acumatica, CRM, ERP

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The Power of the Integrated CRM System

For small and midsized businesses (SMBs), the challenge of choosing an affordable CRM (Customer Relationship Management) solution that supports their goals of keeping existing customers and attracting new ones – while also growing revenue – is no small feat. The task, however, isn’t limited to just evaluating CRM software – Savvy business owners seek out […]

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Posted in: CRM

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Strategies Group Recognized as Registered Salesforce Partner

Strategies Group, a consulting and technology partner specializing in the construction, distribution, manufacturing, eCommerce and field service markets, is officially a Registered Salesforce Partner. This designation marks an important milestone for Strategies Group and demonstrates a commitment to helping clients enhance their customer experience by leveraging the power of the Salesforce cloud. Strategies Group will […]

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Posted in: CRM, Salesforce

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Features vs. Future: Develop a Roadmap for Long-Term Success

Business savvy entrepreneurs continually achieve success through unremitting hard work, training, skill-building and practice in order to stay on top of their game. The same should hold true for your critical business tools like your ERP or CRM system. Getting these systems implemented and your staff trained are just the first steps in an ongoing […]

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Posted in: CRM, ERP

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Dollars vs. Deployment: A Look at SAAS vs. On-Premise Solutions

For many small-to-medium sized businesses, SAAS (cloud) deployments have leveled the playing field with larger organizations that have access to greater resources. Think about it. Your project teams can execute complicated projects on-time, within budget. But managing an internal network, updating software and hardware, and troubleshooting issues just is just not in your wheelhouse – […]

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Posted in: CRM, ERP, Uncategorized

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