Archive for CRM

Salesforce Customization: When to DIY and When to Call a Pro

Salesforce Customization: When to DIY and When to Call a Pro

We love Salesforce. Beyond its business intelligence and sales capabilities, one of Salesforce’s biggest strengths is how much you can customize it to be what you need it to be. If you’ve ever spent time looking at the Salesforce website, you would think customizing it…

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Does the Healthcare Industry Need Customer Relationship Management (CRM)?

Does the Healthcare Industry Need Customer Relationship Management (CRM)?

The phrase “patient-centered healthcare” gets thrown around a lot in the healthcare industry, thanks to the Affordable Care Act (ACA, or sometimes called Obamacare). But the ACA isn’t the only reason why this idea is getting a lot of attention. Patients are also shifting the…

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What It Takes to Be a Salesforce MVP (Just Like Adam Marks!)

What It Takes to Be a Salesforce MVP (Just Like Adam Marks!)

The Salesforce MVP program wasn’t in place when Salesforce started its user communities. It was born from the online Salesforce communities, where users ask each other questions and help each other out anytime they need it (which is ingenious, because these communities fulfill a huge…

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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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