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Case study of CRM migration

Client: Digital Services Company Location: London Dimension: 140 employees Turnover: 50+ mil The Challenge The company had been using an upmarket CRM for over 4 years, but lately they had figured out that many of the services and features of that CRM were not used at all. Their sales process is long and of high…

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Use the right tools: Why use a proper CRM

In this article:  Use the right CRM: Software tools purpose and scope. Time – 5 min Purpose – Decision making Have you ever used a knife as a screwdriver? We probably all have done it once: the ability to make things happen with limited resources is what makes entrepreneurs successful, isn’t it? Well, not always.…

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Migration challenge

_____________________ Client: Services Provider Company Location: Norrköping (SW) Dimension: 7 employees  _____________________ The company developed a bespoke CRM 5 years ago. Their provider used Filemaker as a platform to develop a CRM solution that worked fine so long. Last year the CEO felt the limitation of a server-based tool, especially while dealing with the organisational…

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CRM workshop

What a CRM really is and why organisation should use it. …. …. Maybe not everyone knows that the great majority of organisations that use a CRM simply do not use it at its best. Not to mention the many that don’t have a CRM in place at all. _____ CRM became more fashionable in…

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Interviewing a Pipedrive lover

We asked Stuart Rowell, a successful business consultant, to report his own experience with Pipedrive, what he likes on it, and about his experience in its implementation with teams. Many clients report a positive feeling when they start using Pipedrive, we selected Stuart because of his role and his seniority matter. The wide team of…

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