CRM Archives

How to Select a CRM

Not every startup needs a CRM, but they are particularly important for Software as a Service (SaaS) companies who have a subscription based model. Some aspects of your business and...

Swept Uses Salesforce Chatter for SaaS Customer Success

Renewals: Where the Profit Lies If you’re a SaaS company with a subscription based model, leveraging Customer Success to decrease churn and increase renewals should always be a priority. Every...

The Marketing Over Coffee Podcast: An Interview

In August, Jon McGinley and I flew to Boston and were interviewed by John Wall for the Marketing Over Coffee podcast. We talked about our time at Radian6, before and...

Implementing Salesforce at Your Startup? Here’s What You Need to Know

If you are considering implementing Salesforce (or any CRM for that matter) at your startup, there are key things you need to know, or at least be thinking about, to...

The Marketing Automation Readiness Checklist

Don’t Spend Money on Marketing Automation (yet) Marketing automation platforms like Hubspot, Pardot, Eloqua and Marketo are serious investments. Unless you are a startup (more on Hubspot’s plan for startups...

What is Marketing Automation?

While you may not be familiar with the term Marketing Automation, you certainly are familiar with what it does. If you are online, you interact with Marketing Automation platforms like...