Category Archives: Customer Relationship Managemnet

5 Best Practices On How To Follow-Up With Clients

Sabel HarrisOctober 1, 2015 We consider ourselves follow-up experts. Granted, sometimes these follow-ups are delayed, or they may not contain all of the right words — but we’re human. We’ve written about how to write an effective follow-up email, generated templates for the best follow-ups, and what to do after a follow-up. Although these have … Continue reading 5 Best Practices On How To Follow-Up With Clients

Hyper-Personalization: How To Use Data To Build Loyal Customer Relationships

Columnist Josh Manion believes retailers can learn a lot from Starbucks, which skillfully leverages data in order to gain customer loyalty and build its brand. Josh Manion on September 2, 2015   What does Starbucks CEO Howard Schultz know that some retailers don’t? In its most recent quarter, Starbucks reported solid earnings that beat expectations, … Continue reading Hyper-Personalization: How To Use Data To Build Loyal Customer Relationships

How To Keep Your Customers Happy [Infographic]

Kelvin ClaveriaAugust 13, 2015 All companies strive to keep their customers happy. Whether lowering prices (as Indigo Books & Music is doing in Canada), surprising customers with gifts (something that WestJet has mastered) or providing Zappos-like customer service, companies want to project a more customer-centric image. That’s because customer-centricity pays off: IBM‰’s 2013 study, The … Continue reading How To Keep Your Customers Happy [Infographic]

Marketing Toolkit Essentials: CRM and Email Marketing Software

Kevin BloomJuly 6, 2015 With all of the different marketing software options, it’s easy to get overwhelmed about what your firm really needs to add to enhance its marketing toolkit. While you want to make sure the software you purchase is enough to suit your needs, you also don’t want to spend unnecessary funds on … Continue reading Marketing Toolkit Essentials: CRM and Email Marketing Software

2 Simple Steps To Making CRM Implementation A Breeze

David MackeyJuly 1, 2015 CRM implementation can be difficult on managers and executives. In fact, if you’ve ever brought in any kind of new software, system, or process for your team to use on a daily basis, you know all about those difficulties. It’s likely you received some pushback. Perhaps you heard things like: “But … Continue reading 2 Simple Steps To Making CRM Implementation A Breeze

How to Master the Changing Advisor-Client Relationship

Jay PalterJune 24, 2015 The World Wealth Report (WWR), published annually by Capgemini with RBC Wealth Management, provides an excellent overview of the global high net worth investor (HNWI) market for advisory services. The 2015 report covers four main areas: Growth of the global HNWIs market; Insight into investment strategies employed by HNWIs; Growing desire … Continue reading How to Master the Changing Advisor-Client Relationship

Turning Your Website Into A Customer-Loyalty Development Channel

BJ KitoJune 15, 2015 For many companies (large and small alike) the root philosophy behind a website has traditionally been rather unfortunate. A web presence has been viewed as nothing more than a validation tool. For “great” companies who are “doing it well,” a website is leveraged as a place for customers to engage, transact, … Continue reading Turning Your Website Into A Customer-Loyalty Development Channel

Avoid The Martech Wormhole: Tips For Integration So You Can Focus On The Customer

Minimizing the amount of time you spend accessing and compiling data from your marketing technologies will give you more time to think about what’s really important, says columnist Katrin Ribant. Katrin Ribant on June 9, 2015 We all try to put our focus on the customer. Of course we do. But all marketers know that … Continue reading Avoid The Martech Wormhole: Tips For Integration So You Can Focus On The Customer

Tweeting for Business? Keep the Focus on Clients

Vishal PindoriyaMay 29, 2015 You know that Twitter is ideal for sharing stuff with friends and keeping up with celebrities, but it’s equally as valuable for your business. The popular social media platform offers a fast and effective way to communicate with clients and build a loyal base of followers. What isn’t always understood is … Continue reading Tweeting for Business? Keep the Focus on Clients