Preparing for Marketing Automation

Posted by Cathy Boudreau on Dec 2, 2014 10:50:00 AM

With more and more companies accepting the idea that a Marketing Automation system is as necessary to the marketing department as a CRM system is to the sales department, marketers are looking for information on how to prepare for a system.

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Topics: Marketing Automation

Waking up from Dreamforce 2014

Posted by John Rounseville on Oct 22, 2014 11:24:00 AM

Miles were walked, hills were climbed, music was loud, coffee was consumed, beers were spilled, phone batteries drained, recharged, and drained again, and everyone has now been able to fully digest the Dreamforce event that occurred last week in San Francisco. And most of it does seem like a dream, especially when I look at my expense report.

But first, a few lessons learned:
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Update your Salesforce data inside of Microsoft Excel!

Posted by Cathy Boudreau on Jul 31, 2014 11:45:00 AM

We are always searching the AppExchange for handy apps that can help make our clients job's easier.  We recently came across the Enabler for Excel and we have to say, it's worth sharing.

The Enabler for Excel is a Microsoft Excel add-on that allows you to perform mass updates, inserts and deletes. You can do this all within Excel and makes data work much easier than using the Data Loader. You can run a Salesforce report out to Excel, make data changes in Excel and seamlessly push it back to Salesforce.

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Topics: Data Management, AppExchange

Secrets of Inbound Marketing Automation

Posted by Cathy Boudreau on Jul 23, 2014 8:15:00 AM

It’s not wise to “wing” marketing automation. Yes, there’s a priority to select the right tool, but it’s equally as, if not more, important to have a plan. Because marketing automation goes far beyond the selection and implementation of a software, marketers must prioritize the development of an automation strategy and continually maintain it moving forward. Done right, inbound marketing automation can be affordable, generate high quality leads and can be very easy to measure.

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Topics: Marketing Automation

Pros/Cons of Proprietary CRM Software for Wealth Management Firms

Posted by Cathy Boudreau on Jul 10, 2014 11:00:00 AM


Every wealth management firm has a unique workflow. So, when shopping for a CRM software for the firm, it’s important to choose an option that complements these processes. Some firms will turn to proprietary solutions since most other commercial options don’t always meet all their needs. Ultimately, the decision between a proprietary or a commercial software comes down to a few key factors. Either way, the software must align with the firm’s goals and should be able to improve the overall business process.

When weighing the strengths and weaknesses of software options, always take the firm’s unique circumstances into consideration.

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Topics: Wealth Management

The CRM Selection Process

Posted by Cathy Boudreau on Jul 8, 2014 5:29:00 PM

Sid Lejfer, our Managing Partner, speaks with Steve Chipman, president of CRM Switch, about the CRM Selection process.  Both Steve and Sid have a wealth of CRM knowledge having been in the industry for many years. CRM Switch is an independent and unbiased third party that provides clients with the information they need to make the best choices for their company, regardless of the CRM vendor.

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Topics: Sidney C. Lejfer, CRM Best Practices, CRM

Can CRM be a DIY Project?

Posted by Cathy Boudreau on Jun 19, 2014 2:35:00 PM

DIY CRM implementation methodologies can be effective under the right conditions. However, because many business owners tend to focus on the initial upfront costs of CRM, they end up venturing down the DIY route (spending too much time, energy and resources) when investing in outside help may be the more cost effective solution.

If your business is approaching a CRM implementation with a DIY methodology to reduce investment risk, it’s important to consider a variety of other factors before embarking on a potentially costly, time-consuming expenditure. What are the potential repercussions? Is it worth the time? Having realistic expectations and a sufficient understanding of CRM implementation is critical under this model.

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Topics: CRM Best Practices, CRM Implementation

Is Social CRM Strategy Critical for Wealth Management Firms?

Posted by Cathy Boudreau on Jun 17, 2014 12:54:00 PM

Considering the broad range of risks and challenges associated with adopting social media as a communications channel, it’s not surprising that many wealth management firms have trouble developing and leveraging social customer relationship management (SCRM) strategy altogether. Due to the downsides of avoiding social media, it is no longer a channel (or strategy) that financial institutions can afford to ignore.

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Worried About Heartbleed and Don’t Be - Here’s Why.

Posted by Brett Rubel on Apr 23, 2014 2:04:00 PM

Did the recent Heartbleed vulnerability get you or your company worried about Rest assured! Salesforce was NOT affected by the Heartbleed issue.

You can read Salesforce’s company statement on Heartbleed here:

But what if there ever were an issue like this in the future?

Most Salesforce Administrators and IT Departments know that you can automatically force a password reset for some or all of your Salesforce Users at any time with a few clicks. This mass action sends the users an email and requires them to create a new password the next time they log in.

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Salesforce1 Redefines CRM (Part 2)

Posted by Cathy Boudreau on Feb 4, 2014 1:13:00 PM

Earlier this month, we began discussing the new direction of Salesforce CRM. And, while the direction and components of its latest release of Salesforce1 aren’t surprising, it’s important to understand the reasons behind WHY Salesforce wants all of us to change our perception about their company beyond software. Please read part 1 of our 2 part series, if you haven’t already.

Salesforce continues to boast their expertise within the world of CRM. However, as technology continues to become more mobile friendly, both businesses and customers are seeking more effective means to communicate. So, what exactly does this mean for businesses? Well, the concept of customer relationship management while still important, is becoming more challenging and transparent as businesses who want to remain sustainable must choose to be more nimble. Meaning, as more people and customers are consuming information and communicating more often via mobile, Salesforce needed to adapt to these changing demands.

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Topics: Mobile CRM,