Category Archives: CRM Strategy
Hints and tips to ensure that CRM strategy is sound
October 4th, 2018 / Catherine / 0 comments
8 Reasons why Sales teams need a CRM! Introduction CRM isn’t new to salespeople Indeed, the reasons why sales teams need a CRM is well documented and sales managers know what...
Read moreSeptember 23rd, 2016 / Catherine / 0 comments
Here are our 6 ways to approach a CRM implemention best practice, steps to success. If you are on the road to thinking about a CRM implementation we offer best...
Read moreMarch 22nd, 2016 / Catherine / 0 comments
CRM Consulting is what Caltech CRM specialises in, and has done since 1999. Choosing to get consultants to help with your CRM implementation, development or support is a great way to...
Read moreOctober 3rd, 2014 / Catherine / 1 comment
Alert not all CRM’s are born equal! This blog will address the differences that CRM solutions offer and of course the comparison Microsoft CRM vs. Salesforce. We are always asked “what...
Read moreAugust 8th, 2014 / Catherine / 0 comments
Are you ready to take the leap from Excel to CRM? Many businesses and charities when they first commence trading collect their data on excel spreadsheets. As the business grows...
Read moreJuly 2nd, 2014 / Catherine / 0 comments
Building a business case for CRM has to be clear, well thought through and persuasive. It needs to be honest and can be used to get people to buy into CRM. A...
Read moreJune 26th, 2014 / Catherine / 0 comments
Has Microsoft CRM revolutionised your business, or does it feel like an expensive mistake? Check our CRM implementation guide for advice and top tips. In order for businesses and organisations to...
Read moreDecember 10th, 2013 / Catherine / 0 comments
Top 10 Features Businesses Need In A CRM Solution Customer Relationship Management technology is increasingly used by small and medium businesses (SMBs) across many industries. Today with a wide range of...
Read moreDecember 5th, 2013 / Catherine / 1 comment
Following on from our article featured in the Yorkshire Times, we felt we could add more information (and maybe a slightly different angle), to the ever posed "What is CRM?" question. At Caltech,...
Read moreNovember 27th, 2013 / Catherine / 0 comments
In the run up to Christmas we always like to make a few predictions about the year ahead. CRM hasn't stood still this year. Our Microsoft Dynamics CRM review shows that...
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