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Launch Team Blog

CRMs and ITAR Compliance: Which Software Do I Choose?

Several of today's popular CRMs offer a variety of services all within the cloud. Cloud computing can do wonders for efficiency, allowing for more data storage, faster data retrieval, and ultimately higher satisfaction for end users and customers. But, with more companies across all industries moving sensitive information into the cloud, data security is becoming a greater concern.

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Topics: CRM implementation, ITAR Compliance

It’s Time: Switch to Salesforce Lightning or Get Caught in the Storm

follow our 3-step process to make the switch to salesforce lightning.

 

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Topics: Sales, CRM implementation

Salesforce Spring 19 Release: A Little Guide to the Big Updates

The Spring ’19 release of Salesforce is less than a month away. For those of you who haven’t had a chance to browse through the official release notes, here’s a quick rundown of the most important new items for this first update of 2019.

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Topics: Sales, CRM implementation

CRM Implementation: Preparing Your Team for CRM Adoption

Whether you’re choosing your first CRM or transitioning to a new one, it’s a big decision — one that will lead to even bigger impacts on your team. Training your team to use a CRM efficiently is as important as the data that will be kept in it. If they don’t know how to use it comfortably, the transition into a new CRM tool can be a difficult one.

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Topics: Internal Communication, CRM implementation

No Elves Needed: Using Salesforce Campaigns to Build Your Holiday Card List

Client relationships are an incredibly valuable resource for businesses of any size, and the holidays are a perfect time to reach out with warm wishes to all of your contacts. But wrangling a huge mailing list can get overwhelming during a hectic yearend. So what’s the best way to check off your holiday “nice” list? Channel your inner St. Nick and get it all done in a wink using a full-featured CRM like Salesforce!

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Topics: Marketing and Sales Alignment, CRM implementation

When Should A Small Business Add a CRM System?

CRM Implementation for Growing Companies 

Your company is small but growing. When should your team consider implementing a Customer Relationship Management system (CRM)? A better question may be, how far do you want to go?

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Topics: Strategic Planning, CRM implementation

Implementing your CRM: Sales Process & Stage Alignment

Considering all the decisions you have to make in setting up a CRM, closely aligning your sales process with your stages should be at the top of your priority list. In a healthy pipeline, the two will work together to help your entire team communicate effectively. Alignment also helps sales managers efficiently oversee the sales process, pipeline and staff.

Regardless of which CRM application you use, some denotation of deal status will exist. You may just need to dig your way through the jargon to get there. For example, Hubspot CRM calls this “Deal Stage,” while Salesforce.com just calls it “Stage”. Either way, it's important not only to understanding the role of a stage, but also to make sure it's clearly defined.

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Topics: CRM implementation

Building Your Team through New Capabilities in Sales Process & B2B Marketing Strategy

You may have seen our recent announcement that Launch Team has acquired One Down Consulting Group. It has come together fast, but was a long time in the making.

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Topics: Company News, Sales, Marketing and Sales Alignment, CRM implementation

Do You Need a Salesforce.com Implementation Partner or a Consultant?

One of the main decisions an Executive has to make regarding Salesforce.com is who is going to implement and support your solution. I have been in this space since 2001 and, in general, I see two different types of implementation partners: firms that lead with tech and firms that lead with consulting. The question is, which is right for you?

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Topics: Sales, CRM implementation

Are You Ready for Salesforce Lightning?

Salesforce.com has been talking about Lightning for over a year. It is on the way, and now is the time to start planning for it. 

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Topics: Sales, CRM implementation