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7 Tips for your CRM Migration

Sun, 18 Dec 2022 19:39:35 +0000

Last updated on February 13, 2023, 10:18 PM

Migrating to a new customer relationship management (CRM) system can be a daunting task, but it can also bring numerous benefits to your business. A well-planned and executed CRM migration can improve efficiency, increase productivity, and provide a better overall customer experience. And one more Tip, which I think is super useful to get a feeling how big of a lift it will be to migrate your CRM. Try to export one contact with all fields and try to import it immediately to the new CRM and check what is lining up in terms of fields which can be merged. Right there you will get a good grasp what lies ahead of you :)

Pipedrive - the Start-up Sales Automation CRM

Thu, 28 Oct 2021 19:15:59 +0000

Last updated on November 1, 2021, 12:37 AM

Since I’ve been using Pipedrive a lot lately and think it’s a very good and sensibly designed tool, here’s a brief introduction to this powerful Sales Automation CRM tool.

CRMs are a dime a dozen, and tools have been developed for many subareas that actually also integrate a CRM. The same has happened for sales. Digitization is advancing and resourceful providers have thought about how to map the entire sales process nicely and effectively digitally and also automate as many steps as possible.

Digitalization for SMEs and the self-employed from a marketing perspective

Wed, 21 Nov 2018 10:53:19 +0000

Last updated on December 3, 2019, 5:04 PM

What does digitalization mean for sole proprietors and small businesses from a marketing perspective

Digitalization, the big word that’s floating around everywhere. But what does that actually mean exactly? And how can digitalization affect marketing? Since I have had and still have a number of SMEs as customers in recent years, I often see great potential for digitalization measures here too. Here are a few thoughts and explanations using examples of possible digitalization from a marketing perspective.