CRM Insights Blog

Many businesses try to enter the world of social CRM without the use of a social? CRM consulting service, whether due to budget constraints, on-site staffing excesses, or just a lack of knowledge about what they can bring to the table.  In any case, not many businesses succeed in the arena of social CRM without a consultant, and it’s usually after their internal program is failing or found to be ineffective that many realize this.  Without social CRM consulting, businesses can fall into a number of different traps, as outlined in the checklist below. 

1. Go to Setup | Email Administration | Deliverability
2. Locate the "Email Security Compliance" section
3. Uncheck the "Enable Sender ID Compliance" check box
4. Click Save.

• a Person record only
• a Company record only, or
• both the Person and Company record

You can specify where contact information is imported simply by appending suffixes to certain headers.

CRM consulting firms can help a business maximize its ROI in Social CRM.

Whether you're using a formal Sales Methodology or a homegrown methodology, you may want to consider embedding it into your Salesforce CRM system.

Thank you to Rachel Blankstein of Comparz for allowing us to repost this article!  (http://www.comparz.com/blog/2011-10-top-3-reasons-you-should-know-about-social-crm)

Customer Data Management is critical to effectively utilizing customer relationship management (CRM) software. Without up-to-date and complete customer data, customer service and sales suffer, as well as the ability to produce essential business intelligence and marketing information. Data management requires common sense procedures and diligence. Here are some suggestions.

What Is HubSpot Integration and how is it helping companies close their marketing loop?

• Quick summary of HubSpot/what it does
• HubSpot/Salesforce crm interface integration


There are three specific ways HubSpot helps to close the marketing loop.

I recently read this great article about how companies today need to change the way they communicate and engage with their customers to adjust to the new social media trends.  For the past couple of years, social media has been a major player in how we work with our customers.  Read the article below to learn how companies can shift to this new trend!  Enjoy!

Growing concerns surround data privacy and security, specifically related to the growth of data proliferation in both public and private sector databases. Threat of liability and damage to trust requires executives and administrators to take a proactive approach to securing customer data. One of the most vulnerable areas in medium to large enterprises lies in the internal threat to customer information residing in customer relationship management software.