Posts Tagged ‘crm-buyer’

Trust: Why Financial Services Should Embrace DoL’s Fiduciary Rule

Friday, March 24th, 2017


When the U.S. Department of Labor issued its fiduciary rule last year, it set financial advisers, insurers and agents into a mad scramble to meet an April 10, 2017, implementation deadline. The rule elevates all financial professionals who work with retirement plans or provide retirement planning advice to the level of a fiduciary, or someone bound legally and ethically to meet the standards of that status. What does “fiduciary” mean? The definition is “a person who holds a legal or ethical relationship of trust with one or more people.”

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Trust: Why Financial Services Should Embrace DoL’s Fiduciary Rule

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LinkedIn Burnishes Sales Navigator for the Enterprise

Thursday, March 23rd, 2017


LinkedIn has launched an enterprise edition of its Sales Navigator product that lets users send 50 emails on LinkedIn a month; adds Single Sign-On and other management features; and introduces TeamLink Extend, a tool that pools the networks of all the Sales Navigator users in an enterprise. If enterprise staff opt-in their LinkedIn network to their enterprise TeamLink pool, the connection list is “surfaced as a possible introduction path when a rep is looking at a lead,” noted Doug Camplejohn, head of products for LinkedIn sales solutions.

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LinkedIn Burnishes Sales Navigator for the Enterprise

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Blockchain: CRM’s Next Frontier

Wednesday, March 22nd, 2017


We’ve seen a parade of technologies coming into the front office since 2000, including browser-based cloud computing, social media, mobile technology, workflow, journey mapping, and big data and analytics. It’s typical that at first there’s only a tenuous relationship between the technology and CRM’s original mission, but over a short time innovators adopt and commercialize the innovation — often by rethinking business processes that leverage the technology’s attributes. I think the next invasion of CRM will be blockchain technology.

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Blockchain: CRM’s Next Frontier

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ProsperWorks Adds In-App Comms to its Google CRM Solution

Monday, March 20th, 2017


ProsperWorks, which provides CRM for Google’s G Suite business tools, last week announced the addition of in-app cloud communications functionality. The new features are available through a custom integration with RingCentral, which provides enterprise cloud communications and collaboration solutions. The integration lets users make, receive and log calls without leaving the CRM solution. It provides them with information such as callers’ contact details, past interactions and deal status, and it eliminates the need to take manual notes.

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ProsperWorks Adds In-App Comms to its Google CRM Solution

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McDonald’s Puts Mobile Ordering to the Test

Thursday, March 16th, 2017


McDonald’s has begun testing new mobile ordering and payment functionality at 29 of its restaurants in Monterey and Salinas, California. It will expand the pilot to another 51 restaurants in Spokane, Washington, on March 20. The company will run multiple pilots to gather customer feedback, work out any issues that arise, and streamline integration with its IT systems before rolling out its updated mobile app to nearly all 14,000 restaurants in the United States — as well as 6,000 others around the world — by the end of the year.

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McDonald’s Puts Mobile Ordering to the Test

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