CRM in the News: CRM for Small Business Rocks the Workplace

Date: Mar 3, 2015 8:37:00 AM

Keeping up with all the articles related to customer relationship management can feel like a full-time job. Just set up a Google alert for "CRM" and you'll understand what we mean. This is why we're providing a roundup of some of the best articles you won't want to miss (and we'll do this on a regular basis, which gives you another reason to subscribe to our blog). 

Let's get to it!

CRM Software Tips: Get Your Data Ready for Migration onto a CRM

Date: Feb 24, 2015 8:26:00 AM

If your small business is moving to new CRM software or your company is trying out a CRM for the very first time, one of the most important tasks you need to think about is getting your data ready for migration.

Now, we know the words "data migration" can make people sweat and shake in their shoes. After all, your company data is an important asset, so messing around with it isn't for the faint of heart. Not to mention that sometimes the data is spread out among many people and in many different formats.

But here's the thing: your shiny new CRM software is only as good as the data you put into it, so it's imperative that you start with squeaky-clean info. Taking the time to organize all data and scrubbing it clean now will save everyone many headaches later—and it will make for a smoother transition to CRM nirvana.

Need some guidance? We thought so, which is why we're outlining some important points below.

3 Important Workflow Management Tips for Small Businesses

Date: Dec 18, 2014 8:34:00 AM

When people hear words like "workflow management," their brains often shut down, as if this phrase is the equivalent of other troubling phrases like "coffee machine broken" or "tax season again."

Here's the thing: workflow management is supposed to make our lives easier, especially for those of us in small business. While it might sound like jargon and seem overwhelming (at first), workflow management, when done right, can dramatically…

  • Increase efficiency

  • Decrease costs

  • Reduce redundancies 

That all sounds pretty good, right? So let's discuss three important workflow management tips that make sense for small businesses.

CRM Software CAN Make Your CTO Happy (Yes, Really): A Fanhub Q&A

Date: Dec 4, 2014 8:46:00 AM

It's time for the second installment in our ongoing Q&A series with Fanhub devotees from BeQuickBeQuick is our parent company, and it's also the reason we developed Fanhub in the first place. See, we were on the hunt for CRM software that could fit the needs of our small business. When we couldn't find what we were looking for, we decided to develop it ourselves.

That's the short of it, anyway. For a more in depth answer, let's turn it over to someone who can provide much more insight, Sean Biganski. Sean is the CTO of BeQuick Software, and he's Fanhub's Chief Architect. He's the guy who dreamed it and lived it 24/7 until he got it just right. To say Fanhub is his "baby" is an understatement.

So without further ado, here's Sean.

Why Even the Best CRM Software Can Fail (and What You Can Do About It)

Date: Nov 28, 2014 8:33:00 AM

You've done your research. You've taken several products for test drives. You've debated internally. And then, FINALLY, you made the leap, believing you found 
the best CRM software for your small business.

And, then? Well, things didn't work out exactly as you had hoped. (Sigh.) Suddenly, you find yourself with a software system gathering virtual dust and you're thinking about getting rid of it and forgetting this crazy CRM thing altogether.

WAIT! Before you throw in the towel completely, we want to share six reasons why even the best CRM software can fail...and how you can turn it around.