Archive for CRM

Solution to One of Business’s Most Common Complaints: CRM and ERP Compatibility

Solution to One of Business’s Most Common Complaints: CRM and ERP Compatibility

Copyright: stnazkul / 123RF Stock Photo One of the most common complaints we hear at RTS Labs from our clients (maybe you’ve had this issue yourself?) is that their business software doesn’t work together. Doesn’t matter if it’s back office programs (like for accounting and…

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7 Powerful Ways to Use Salesforce Communities to Drive Growth

7 Powerful Ways to Use Salesforce Communities to Drive Growth

Copyright: rawpixel / 123RF Stock Photo Community and collaboration are two very powerful concepts that can transform and drive growth in any business or organization – and Salesforce communities are the same way. Building a community that engages users and customers creates loyal brand ambassadors….

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5 Ways Using Salesforce for CRM Can Make You a Financial Industry Superstar

5 Ways Using Salesforce for CRM Can Make You a Financial Industry Superstar

Copyright: endomedion / 123RF Stock Photo If you’re a financial industry professional, you already know that being in finance isn’t just about being good with money and numbers. To truly make it in the financial industry, you have to build relationships with clients, stay organized,…

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It’s not just you: Logging in to Salesforce is tricky – here’s how to do it

It’s not just you: Logging in to Salesforce is tricky – here’s how to do it

Salesforce is one of the most versatile and powerful CRM solutions on the market today. And now that you’ve invested all that time and money into planning, setting it up, and implementing it, you’re ready to dive in each day to check on leads and…

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6 Ways Modern Sales and CRM Strategies Help Hospitals Provide Better Care and Make More Money

6 Ways Modern Sales and CRM Strategies Help Hospitals Provide Better Care and Make More Money

The healthcare industry is a pressure cooker right now – stuck between higher expectations from the government and the public and constant tech disruptions (or advances, depending on how you look at that). One of the best things to come out of this healthcare industry…

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High Tech: 5 Ways Technology Is Going to Help Legal Marijuana Businesses Grow Sales

High Tech: 5 Ways Technology Is Going to Help Legal Marijuana Businesses Grow Sales

The legal marijuana business is taking local economies by storm. Marijuana legislation has been passed in 24 states and D.C., making the drug legal in some form or another. That doesn’t mean you necessarily see the impact directly, since the laws can range from decriminalizing…

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5 Reasons Why Concierge Medicine Marketing Software Is Worth Every Dime for Your Boutique Practice

5 Reasons Why Concierge Medicine Marketing Software Is Worth Every Dime for Your Boutique Practice

The healthcare and customer service you provide in a concierge medicine, or boutique medicine practice, has to be worth it for patients to pay several hundred or even thousands of dollars in fees outside of health insurance premiums. And one of the best ways to…

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6 Low-Cost Ways to Get Patients to Use Your Patient Portal

6 Low-Cost Ways to Get Patients to Use Your Patient Portal

Building an awesome patient portal is one thing. Getting patients to actually use it is another. If you’re sitting at your desk nodding your head in agreement because you’ve spent time, money, and resources building a patient portal that no one seems to be using,…

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6 Important Questions to Ask When Choosing CRM Software

6 Important Questions to Ask When Choosing CRM Software

Been juggling an outdated client list and long email chains? Or worse – are you missing chances to close and letting follow-ups fall through the cracks because you don’t have a good way to track sales leads? This is the moment when it’s time to…

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Quick Guide: The 3 Main Categories of Salesforce Customization

Quick Guide: The 3 Main Categories of Salesforce Customization

As incredible as Salesforce is, the off-the-shelf version is nothing compared to the power of Salesforce once you customize it to better serve your business and your sales team. Use this quick guide to the 4 main categories of salesforce customization to help you better…

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