By Lucy Crossland on Fri 08 July 2022 in CRM

Choosing and implementing a CRM system takes time and consideration, and when there are hundreds of options to choose from, it can be tricky to know where to start. Whether you’ve used a CRM before, or are looking to build the right tech stack for your business from scratch, here are some key considerations that’ll help you save time, and critically, help you make the right choice.

By Olivia Mascarenhas on Thu 30 June 2022 in CRM

Being able to fully make the most of the functionality-rich nature of a CRM comes solely from having all of the correct foundations in place. To do this, let’s bring it back to the basics and explore the all-important configuration set ups to set your business up for success with a CRM system.

By Lucy Crossland on Tue 28 June 2022 in CRM

For a B2B Wholesaler, Manufacturer or Distributor, the needs of a CRM could not be more different to a service-based business. Beyond needing the “traditional” CRM requirements that most CRMs offer, they have unique and distinct differences that require a more specialised CRM that goes beyond just storing customer information and tracking sales enquiries.

By Olivia Mascarenhas on Thu 21 April 2022 in CRM

A great CRM system for a product business should mean your sales and services team are fully Stock-Aware. But there's the potential for small yet avoidable usage errors. To ensure you aren't falling into these mistakes, we've compiled a list of the top 5 most common CRM usage errors you should avoid.

By Jessica Heald & Abigail Shevlin on Thu 16 January 2020 in CRM

As a B2B company, your unique processes need to be matched by a system that can provide that extra functionality you are looking for. Through a Stock-Aware CRM, take a look at how you can grow a profitable Wholesale, Distributor or Manufacturing business!

By Jessica Heald on Thu 12 September 2019 in CRM

There are many advantages of having a CRM system in place. But for Wholesalers, the true benefits can only be gained from having the right type of CRM...

By Jessica Heald on Tue 03 September 2019 in CRM

Now that you know what Stock-Aware CRM is and why Wholesalers, Distributors & Manufacturers can’t live without it, let us run you through some of the common misconceptions that we see and hear all too often...

By Jessica Heald on Fri 28 June 2019 in CRM

Wholesalers, Distributors and Manufacturers who sell physical products from stock B2B experience very unique operational challenges, meaning ordinary CRM's fall short of what they require. Here are just 10 reasons why Stock-Aware CRM is an absolute must-have for these types of businesses!

By Jessica Heald on Tue 04 June 2019 in CRM

Hopefully, you’ve managed to have a quick read of Part 1 first…if not, here it is!

So now that we’ve established the type of business you operate, let us briefly tell you why your Sales teams need a different type of CRM to meet their unique requirements.

By CRM Switch on Mon 04 March 2019 in CRM

If you’re confused about the difference between customer relationship management software (CRM), and marketing automation software, you’re not alone!