Pamela S. Pearl is a partner in the customer relationship management (CRM) consulting firm, Business Automation Solutions, Inc., (BAS) based in the Chicago, IL suburbs. Her firm specializes in GoldMine CRM project consulting, installation, training and support.

CRM and website integration is a "must do" in today's digital world.  Many companies operate their CRM solutions and website activity functions independently, never realizing the added value of integr...

Dashboards are a great addition to any email marketing campaign software.  A well designed dashboard can allow users to easily track an email campaign in real time, with the added benefits of instant ...

After consulting on CRM solutions for the past 12 years, Ihave found that the best place to start CRM consulting is at the end, not the beginning. In other words, what are you ultimately trying to ach...

CRM is a worthwhile investment for any business, large or small, and the advantages are numerous.  If you’re wondering what CRM can do for your company, here are the top ten things you can expect from...

There are two basic platforms of CRM: cloud-based CRM such as Salesforce, and on-premise CRM such as GoldMine.  In comparing the two formats, it is worthwhile to consider the specific advantages of ea...

CRM can quickly increase productivity and is a wise investment for any business. On-premise and cloud-based CRM users have their objections about each other's solutions, but; as the saying goes the gr...

In CRM pricing for your company, be prepared to budget more for the CRM consultant and technical support than the software itself. Here are several CRM pricing considerations for hiring an affordable,...

Calculating a Return on Investment (ROI) for a Customer Relationship Management Program (CRM) can be done using these three steps.

Your particular business relationship with your CRM consultant, whether retainer or hourly, will determine the pricing of the overall project.  A retainer arrangement is most beneficial for several re...