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Geoff Ables

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Managing Partner, C5 insight

10 points

Over 20 years of consulting in customer relationship management (CRM), collaboration, business process engineering, business intelligence, social media and website strategy.

WEB: Demo Videos

Sept. 21, 2010

Geoff Ables and 7 other people answered this question

What CRM vendors offer the most seamless Microsoft Outlook integration/plugins?

You've ruled out Dynamics CRM - but if you truly want the best Outlook integration, Dynamics CRM is head and shoulders ahead of the rest. What's more, Microsoft is about to release the next version, which takes the Outlook integration MUCH further.
Most people rule ... more

Sept. 21, 2010

Geoff Ables and 3 other people answered this question

From a sales perspective, what CRM reports are most important to evaluate?

What gets measured, get's improved. So begin with that in mind. What do you want to impact? In general, these are results like:
* Number of deals closed
* Ratio of won to lost deals
* Value of deals
* Margin / profitability of deals ... more

Customer Service

Sept. 21, 2010

Geoff Ables and 10 other people answered this question

Should SMBs use different CRM systems than corporations?

Courtney,
As the others indicated, the answer can vary based on the needs of your organization. Start by answering one question: how much value do you think your organization can get from a CRM system in the near term?
Some very small organizations don't expect ... more

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