Best practices

Proven methods for successful deployment and adoption.

• How to define functional requirements before choosing a CRM? - How to analyse your processes and identify the key requirements of each department to choose the CRM best suited to your business.
• How to evaluate proposals received during a CRM tender: Assessment criteria and methods - Discover the key criteria and methods for evaluating CRM proposals during a tender process and choosing the right provider.
• How to make the most of customer data with a CRM? - Learn how to leverage customer data within a CRM to enhance your sales, marketing, and retention strategies, and optimise customer relationships.
• Customer Acquisition Cost (CAC): Definition, calculation formula, and strategies for reduction - Discover CAC, how to calculate it, and strategies to optimise your customer acquisition cost and improve profitability.
• Average conversion time: complete guide to definition, calculation and optimisation - Learn how to measure and optimise your average conversion time to convert your prospects faster and improve your sales performance.
• Opportunity Management: Maximise your Sales - Opportunity management in a CRM optimises the sales process, improves conversion rates and boosts your sales performance.
• CRM metrics: driving sales efficiency - Discover the essential KPIs to track in a CRM to measure its effectiveness and drive your sales performance using real-time dashboards.
• Customer Retention: A Major Asset for Your Business Growth - Discover the best strategies to retain your customers and increase your profits through loyalty programmes and an exceptional customer experience.
• The Role of the User Interface (UI) in CRM: A Key Element for an Optimal Customer Experience - Discover how an intuitive and ergonomic CRM user interface enhances productivity, user adoption and the customer experience.
• The role of stakeholders in a CRM tender - Discover how stakeholders influence the success of a CRM tender. Learn how to effectively involve each group for a successful selection process
• Essential CRM features: what should you include in your requirements specification? - Discover key CRM features such as sales automation and contact management to build an effective requirements document.
• Essential CRM KPIs to track: calculation formulas and examples - Discover key CRM KPIs with calculation formulas and concrete examples to measure your performance and optimise your customer relationship management.
• Optimising the customer database with a CRM - Centralise, automate and segment your customer database with a CRM to improve customer relations and maximise your sales performance.
• Mastering CRM: certifications and training courses to follow in 2024 - Mastering CRM has become essential for improving sales performance and customer relationships. In 2024, numerous training courses and certifications are available to hone your CRM skills, whether you are a beginner or an expert. Here is a guide to the best options for expanding your skills
• Customer Retention Rate: Definition, formula, and strategies for optimisation - Understanding customer retention rate: definition, calculations and tips to boost customer loyalty and increase long-term engagement.