9 min read

Acumatica 2023 R1 CRM Rundown

By Ami Bang on Wed, Jul 19, 2023 @ 10:59 AM



Wondering what CRM is and how it affects your business growth journey? You've come to the right spot! Last month Acumatica held a webinar showcasing their CRM solution enhancements presented by Doug Johnson, VP Product Management, Jin Kim, CRM Product Owner, and Omar Ghazi, Senior Product Manager - Integrations. Let's dive in to how exactly Acumatica CRM-integrated ERP increases the functionality of your business, and how to utilize the direct business integrations within Acumatica to increase your profits & customer retention. 🔑 ✅

Topics: Customer Relationship Management Acumatica Cloud ERP Business Management Software Webinar Small Business Helpful Tips Solution Enhancements Support
4 min read

Sage CRM 2020 User Conference Session Recordings Now Available

By Ashley Lemus on Wed, Sep 09, 2020 @ 11:29 AM

This year's Sage CRM User Conference may have looked a bit different than a traditional conference, but there was certainly no shortage of helpful content.

The basic goal of CRM is to create and manage business strategies aimed at fostering customer loyalty through the use of unique customer-targeted actions.

There's no denying that CRM, Customer Relationship Management, usage has seen a massive increase over the last 5 years and businesses must now take a customer experience approach to continue delivering consistent, high-quality experiences in order to avoid customers moving on to competitors.

An effective CRM solution is essential to growing your business.

Topics: Customer Relationship Management Sage CRM
3 min read

10 Ways Sage CRM Transforms Sales Teams {infographic}

By Kimberly Tucker on Tue, Aug 25, 2020 @ 07:13 PM

*** This article has been updated August 2020 ***

Businesses continue to make investment in CRM to take advantage of new analytics, social collaboration, mobile, and other capabilities – and with good reason. According to a report by Nucleus Research,  CRM will give you an average of $8.71 for every $1 you spend on CRM. 

Today, Sage customers around the world are driving growth and transforming their sales teams by adopting better ways to manage their sales function.

Topics: Customer Relationship Management Small Business Infographic Sage 100cloud ERP Sage CRM
3 min read

Intelligent CRM: Improving Customer Relationships with AI

By Ashley Lemus on Tue, Mar 21, 2017 @ 12:43 PM

By focusing on achieving a higher conversion rate, rather than getting more leads, an intelligent CRM can increase your sales without inflating your marketing budget.


Topics: Customer Relationship Management Acumatica Cloud ERP Small Business Sage 100cloud ERP
2 min read

3 CRM Mistakes To Avoid For A More Productive 2017

By Ashley Lemus on Thu, Feb 02, 2017 @ 12:52 PM

With the first month of 2017 down we're wondering how productive the new year seems to be for your SMB.

Have you been utilizing your organizations CRM to the best of its ability?

Topics: Customer Relationship Management Business Management Software Small Business
2 min read

Four Things to Look For in a Technology Partner

By Ashley Lemus on Wed, Oct 05, 2016 @ 12:09 PM

Selecting a software for your small to medium enterprise is a major decision.

And while it's important to have an IT strategy to assure you don’t end up with a mishmash of software that won’t work well together it's equally as important to consider, in any software purchase, whether you are selecting the right technology partner.

In other words, who is the company behind the software?

Topics: Customer Relationship Management Enterprise Resource Planning Small Business Helpful Tips