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"CRM Deep Dive"
From the Cosential Webinar Series: Industry expert Jan Flesher explains how to use Cosential’s powerful and easy-to-use reporting engine to extract and use marketing data in a real-world scenario. Jan provides many tips and tricks for marketers in all size firms to maximize their data and become more effective.
As we discussed earlier, the costs of an on-premise system are significantly higher than a SaaS system. These higher costs include both the original investment and hidden costs for maintenance, upgrades, servers, electricity, etc. When comparing the two types of systems, make sure to ask your vendor these questions: What are the costs other than [...]
Taking a page from bit.ly, we have built a short link tool. Why? In building our new workflow system, (which is currently in Beta Testing) we wanted to give the user the ability to put a link in a notification email to a lead, opportunity, project, company, or contact record. Currently the links are quite [...]
You have several choices to make when selecting a CRM system. One of the first decisions you must make is an on-premise or on-demand solution. On-premise systems are typical in the A/E/C industry. One purchases the software upfront and houses it on a local server. You own the system and are therefore responsible for customization, [...]
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