Marketing Platforms and CRM

Simplify Your CRM System to Maximize Customer Relationships [Video]

Simplify Your CRM System to Maximize Customer Relationships

Many businesses depend on customer relationship management (CRM) software to generate sales leads and track client responses. Is it possible to simplify and streamline these systems to maximum advantage? Yes, says Copper, Inc. CEO, Dennis Fois, describing why Copper’s CRM software is built around Google Workspace, and the benefits they see when a CRM complements user productivity. Learn why he advocates centralizing customer data away from email inboxes, and why the nature of your business model — transactional vs. relational — should direct what CRM you use. (This is Episode 26 of the Season 3 Paychex THRIVE business podcast with host Gene Marks.) #CRM #businesstools #CopperInc #CRMsoftware #THRIVEpodcast #SmallBusiness

Topics include:
3:02 – How does Copper differ from other CRMs?
5:27 – Why and how Copper integrates solely with Google Workspace
9:07 – Shifting from process software to productivity software
12:58 – Are industry-specific (vertical) CRMs necessary?
15:54 – ROI: business growth, existing customers, IP losses with employee turnover
26:50 – The value of top-down company commitment to a CRM
30:43 – Why CRMs need more focus on ease of use
33:01 – AI impact on CRMs, labor force, and decision-making

How do customer relationships impact your business and how can you continually improve them? Read our article at:

In today’s online environment, how can you nurture customer sales leads to a successful close? Learn more at:

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Marketing Platforms and CRM

New Zealand Diploma in Business [Video]

Are you a student or already in the industry and looking for higher qualifications to build on what you know and improve your career prospects in the world of business? Whatever your circumstances, this diploma will provide you with the knowledge you need to show you are ready for a new challenge. Graduates of this programme will be able to apply broad knowledge of the principles and current practices of operations, accounting, marketing/sales, human resources, and risk management, to support the performance of a business. You'll also learn about innovation and organisational change, communicating with team members and stakeholders, professional and ethical behaviour and applying knowledge of te Tiriti o Waitangi. Accounting strand You'll also learn how to: Record and process a wide range of nancial transactions, including the use of appropriate dedicated accounting software Apply tax rules for individuals and small businesses to ensure compliance Apply accounting concepts and standards to prepare nancial statements and reports Interpret and communicate nancial and non-nancial information to a variety of internal and external stakeholders to assist them in making decisions Prepare and communicate budgets to internal stakeholders and monitor the business's performance against them Evaluate nancial and business risk of an entity and identify the internal controls that could be applied to minimise or mitigate the risk Act in accordance with the accounting profession's Code of Ethics. Achievement of this qualication may equip you to meet the academic entry requirements for Chartered Accountants Australia and New Zealand's Accounting Technician (AT) College. Administration and technology strand You'll also learn how to: Manage business administration functions, operations, and/or projects, to support the entity's operational goals Select, apply and support a broad range of current and emerging business technologies to enhance the entity's performance Manage and evaluate administrative systems and processes and recommend improvements. Human resource management strand You'll also learn how to: Apply knowledge of the principles and practices of HR functions for recruitment, development, performance management, and health and safety within an entity Adapt to changes in given organisational context/s with eective HR strategies Communicate eectively with stakeholders to provide HR-specic information and advice within a recognised industry ethical framework. Leadership and management strand You'll also learn how to: Identify operational issues and challenges and apply techniques for continuous improvement to support the entity's performance Contribute to business planning to support the entity's performance Lead others to implement activities, including change processes, within the entity's plans to support its performance Manage projects within scope, resources, and time Develop strategies for a positive workplace culture and team engagement, to value diversity and to support the entity's performance. Monitor compliance to meet internal and external requirements. Marketing and sales strand You'll also learn how to: Apply marketing and sales principles and processes, including consideration of the role of the entity's brand Advise management on existing and emerging marketing and sales issues, based on secondary research Use existing technology, and show awareness of emerging technology, in a range of marketing contexts and/or delivery platforms Communicate persuasively and purposefully, using buyer decision-making process and negotiation, with customers and prospects to achieve marketing and sales outcomes Apply self-management and interpersonal skills for eective relationship management. Project management strand You'll also learn how to: Manage projects through their entire life cycle using project management knowledge, tools, and techniques Manage stakeholder engagement through the project life cycle.