Claritysoft Blog

The Benefits of CRM for Small Businesses

In the competitive landscape of today's business world, small businesses must leverage every tool at their disposal to maintain an ...

How Ease of Use Improves Adoption Rate and ROI

In today's fast-paced business environment, achieving high adoption rates for new technologies and systems is crucial. However, one factor that ...

7 Reason How CRM Boosts Sales Success

The Crucial Role of CRM in Boosting Sales Success In today's dynamic business landscape, Customer Relationship Management (CRM) has emerged ...

How to Choose the Right CRM: Applying the 5 Ws to Your CRM Search

Optimize Your CRM Search with the 5 Ws Applying the 5 Ws (Why, When, What, Who, Where) to your CRM ...

Effective Lead Attribution Strategies for Real-World Small Businesses

Mastering Lead Attribution for Small Businesses: A Practical Guide Attribution modeling is more than just a buzzword in marketing today—it’s ...

The Game-Changing Benefits of CRM for small businness

Running a business can feel like a juggling act, right? Between keeping customers happy, making sure the team is on ...

What is CRM? 3 Benefits of Using a CRM Solution

Simply defined, CRM, or customer relationship management, is the means by which interaction and communication with customers and potential customers ...

Steps to Writing Phenomenal Customer Emails for Email Blasts & More

One-hundred billion emails are sent every day. Yes, that’s 100 billion, with a B. With all that noise, it’s no ...

What Does CRM Stand For? A Beginner’s Guide

What is CRM? CRM stands for Customer Relationship Management and there’s a lot to these three little letters. Organizations looking ...

Questions To Ask Before Buying CRM What You REALLY Need to Know

Questions to Ask Before Buying (or Switching to) a New CRM System Analysts estimate somewhere between 30 – 65% of ...

Ways to Say Thank You & Build Customer Relationships

Good customer relationship management is built on appreciation. Show your gratitude with these twists on classic ideas. As the old ...

Holiday Messages for Customers & Clients

According to the Greeting Card Association, 1.6 billion Christmas, Hanukah, and New Year’s cards are purchased every year. However, ...

Avoid The Year-End Slump – How to Increase Sales In December

In 2014, retail holiday sales are slated to increase by 4.1%. Retailers offer deals to attract new and loyal ...

Why Companies Leave Their CRM in the Dust…and Switch

Recently, we analyzed over 300 small and medium sized businesses who had a Customer Relationship Management System and decided to ...

Easy Tips for Using Mobile CRM to Sell Better

13 Hacks for Salespeople: Use Mobile Technology to Serve Customers Better Over 90% of salespeople have cell phones and many ...

Inspirational Quotes for Sales Kick-offs

Inspirational Quotes for Sales Kick-Offs January is a hectic time as many sales teams kick-off the year. We can help ...

Tips To Make Your CRM Project a Success

16 Practical, Tactical Tips for Successful CRM Projects Analysts estimate somewhere between 30 – 65% of Customer Relationship Management projects ...

Preparing for Sales Calls: Innovative Ideas to Beat the Competition

You know that prepared sales professionals are more likely to win the business because they appear educated and credible. But, ...

Customer and Market segmentation – A New Way To Look At Your Market

Customer Segmentation: A Fresh Approach Customer and market segmentation are associated with large enterprises and big budgets. They have risen ...

Shocking Statistics About Customer Loyalty

Is Customer Retention Really That Important? (Hint: Yes.) Seven surprising customer retention statistics show us why. Higher Customer Retention ...

How To Retain More Loyal Customers

Increasing customer retention by 5% increases profitability up to 75%, according to one study, BUT it’s getting tougher to retain ...

CRM Invoice & Quote Templates Make Lasting Impressions

Quotes and invoices are necessary, but they don’t have to be boring. Instead, make the most of these opportunities by ...

Questions Every Salesperson Should Ask

Good sales professionals qualify leads early in the sales process so that they don’t waste time. Great sales professionals make ...

How to Ask for Referrals Like A Pro

Looking for new leads? Look no further than your existing customers. Who to ask? Your best sources for referrals are ...

Sales NOT Using CRM? Solutions To Get Your Team Going

At least one in three Customer Relationship Management projects fail, often because sales teams don’t adopt the new process and ...

How to Write an Awesome Sales Pitch for Prospects

An elevator pitch is a very short story about what you do and why the audience should care – named ...

Keep Customers & Leads Warm And Build A Stronger Pipeline

A customer recently shared his thoughts on what makes for great vs. terrible customer experiences. He mentioned that he hasn’t ...

FREE Sales Email Templates – Jump Start Your Sales

5 Email Templates to Jump Start Your Sales Team Only one in every five emails is opened, and less than ...

Claritysoft – CRM Mistakes to Avoid at All Costs

Don’t Make These CRM Blunders In a tongue & cheek article, 11 Terrible CRM Systems for Your Company, Gene Marks ...

Why Customer Service is Everyone’s Job

4 Lessons from Disney Last year, Disney Parks & Resorts took in over $15 Billion in revenue and generated over ...

Benefits Of CRM For Small Businesses – But Is CRM Right For You?

CRM software was once an expensive tool reserved only for large enterprises with big budgets. However, there are now great ...

Reasons You Don’t Need CRM

15 Reasons You DON’T Need CRM A handful of experts will tell you every company must have CRM, but we ...

FREE CRM Cost Calculator – Calculating the True Cost of CRM

The True Cost of CRM Hundreds of Customer Relationship Management options are available, from free Excel templates for start-ups to ...

The Secret to Managing & Tracking Sales Leads

The Secret to Managing & Tracking Sales Leads Want to increase sales? Try these best practices for tracking leads, talking ...

The Hidden Problem with Online CRM

As Software as a Service (SaaS) continues to grow in popularity, and mobile applications overtake static Internet usage, we also ...

Statistics That Will Make You Rethink CRM

14 Statistics That Will Make You Rethink CRM Think you know everything about sales and CRM? Test your knowledge against ...

CRM Data – Don’t Let Dirty Data Ruin a Good CRM

A good CRM system that is easy to use consolidates and secures your critical records and centralizes access for all ...

Get Your Customer Data Ready for CRM to Shape BEFORE Implementing

5 Tips for Getting Customer Data Ready for CRM According to Gartner, 40% of business initiatives fail due to bad ...

The Secret to Achieving CRM Success: Setting Goals

Browse the Internet for the failure rates of customer relationship management (CRM) systems, and you’ll find figures ranging from 20 ...

Must-Have CRM Reports

Top 20 Must-Have CRM Reports Want to get the most out of your CRM system? These must-have reports will help ...

Steps to Create a CRM Implementation Plan – How To Get Going QUICKLY

Find it, buy it and install it. Unfortunately, implementing a customer relationship management (CRM) system is not that simple.   ...

Create An Outstanding B2B Customer Journey Map

“You’ve got to start with the customer experience and work back toward technology—not the other way around,” said Steve Jobs. ...

The Awesome Power of CRM to Increase Sales

“The top salesperson in the organization probably missed more sales than 90% of the salespeople on the team, but they ...

CRM Requirements – Solutions That Achieve Great Results

Top 10 CRM Requirements You want to close more sales, increase customer satisfaction and loyalty, cut costs and boost profitability. ...

CRM Best Practices to Give Your Company the Edge

Gaining a Competitive Edge: 5 B2B CRM Best Practices In the words of Walmart founder Sam Walton, “Exceed your ...

What Is Easy CRM ?

“Good design is actually a lot harder to notice than poor design, in part because good designs fit our ...

It’s time for CRM.

23 Signs You Need CRM , It’s time for CRM. You’re busy. From the moment you look at your ...

CRM Software Demos

CRM Software Demos How to Evaluate Which Solution Is Right For You   If you’re interested in CRM software, you’re ...

Ways to Boost Your Sales with Mobile CRM

11 Surefire Ways to Boost Your Sales with Mobile CRM According to research by Inoppl Technologies, 65% of sales reps ...

Contact Management Software To Grow Your Business

Remember the Rolodex? Contact management software is the electronic version of it. This software enables businesses to store basic contact ...

B2B Sales Email – How to Write Stellar Emails Your Prospects Will Read

Your long-term objective is to close the sale.   And, yes, it would be wonderful if prospects would read your ...

Marketing Productivity with CRM

Drastically Increase Marketing Productivity with CRM “Coming together is a beginning; keeping together is progress; working together is success.” ...

The Essential Guide to Creating Lead Nurturing

Inspiration for Every Step of the Customer Journey There’s no doubt about it — lead nurturing campaigns are essential to ...

Sales Cycle Stages – How To Define A Sales Cycle

Sometimes, leaders in small and medium-sized businesses feel it’s unnecessary to formalize the stages of their sales cycle. Do they ...

Ways to Customize Your CRM System

6 Fantastic Ways to Customize Your CRM Usability and usefulness — two of the most important drivers of a customer ...

Radically Increase Sales Penetration with CRM

There’s a good reason B2B marketers tend to be obsessed with lead generation. It’s a metric that likely affects their ...

What We Learned About CRM in 2015

“Never make predictions, especially about the future,” said Casey StengelI.   It’s December. The month when we start to see ...

Best Practices for Insurance CRM

Is Your Agency Using These Best Practices for Insurance CRM? There are three ways to foster insurance agency growth—cultivate business ...

Building a Sales Team

5 Tips for Building a Sales Team and Scaling Your Business According to Harvard Business Review, sales organizations go through ...

CRM Lead Management Software

When to Invest in Lead Management Software There are some stark statistics that B2B marketers need to consider seriously. According ...

CRM API Integration

4 Innovative Ways to Use Your CRM API CRM API integration can make all the difference for your business. And if ...

CRM Implementation Planning

How to Get the Most Value When You’re Pressed for Time and Budget   “There’s no free lunch. You pay ...

Gamification to Boost Customer Engagement

What is gamification? It’s applying game structures to nongame situations. People love to play games. They’re fun. They make us ...

Habits of Highly Successful Sales Pros at Claritysoft

13 Things Highly Successful Sales Pros Do Everyday At Claritysoft, we’ve worked with thousands of sales and service professionals, and ...

Benefits of CRM Using Mass Emails

Drastically Increase Marketing Productivity with CRM Email Have you ever driven a car that’s misaligned? You want to go one ...

Benefits of a Single CRM Cloud for Marketing

The Truth about Sales and Marketing Alignment Think of the fictional detective Sherlock Holmes and his friend Dr. Watson. Holmes ...

CRM Email Marketing

8 Great Campaign Ideas to Win & Keep Customers Email marketing is a robust tactic for attracting new customers; McKinsey ...

User Adoption: The Death of Your CRM

You’ve spent weeks, maybe months researching a customer relationship management solution. You’ve agonized and scrutinized, spending hours of precious time ...