Tag Archives: CRM

You’re Using Your CRM For Sales, Now How About Vendor Management

  You have your CRM implemented for sales, now it is time to leverage that investment.  You can use your CRM for other activities besides tracking sales. CRM’s act as big virtual file cabinets and also document your workflow.  As companies move to SaaS (Software as a Service) applications, it becomes important to manage vendors […]

Are You Growing With Your Customer’s Needs? It May Be Time To Up Your Game.

The good news is your company is growing! You are getting lots of qualified leads that are turning into projects. Your team is juggling those proposals and running the projects. Are you still tracking all of this information in spreadsheets? To really increase productivity and make sense of your workflow, you will need to arm […]

5 Important Reasons to Move to the Cloud

At Gizmo Global we see different reasons why people are moving to the cloud. Some companies don’t have clarity on why their business should move to the cloud. There is lots of discussion on saving money by using shared services but why would you move your company’s data to the cloud? 1.  Drive cost efficiencies […]

Customer Relationship Management in a crowded market

Customer Relationship Management (CRM) software means many different things to different companies.  Some use it to manage leads and sales, others use it to manage customer interactions, it can be used for very specific purposes also, such as HR or vendor management.   Large Database – A CRM like Salesforce is a large database that […]

How Does Your Company Measure Success?

  To begin with, does everyone get at least a monthly update on the health of your company?  Do you publish total revenue, net revenue, best customers or other metrics to keep everyone focused on the main objectives of the organization?    Getting information to upper management down through the front line is important so […]