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Businesses use spreadsheets for analysing data. It’s the best tool around for it. The big names, of course, are MS-Excel and Google Sheets – both of which offer extreme levels of functionality to help you achieve pretty much any form of analysis you might need. You created...

Year after year, Salesforce has consistently been rated as the world’s #1 CRM application. Its global customer base includes businesses of all sizes and in all sectors. The depth of functionality it offers and the tools available for customisation are, perhaps, unparalleled. But all this “power”...

I am often asked, by small business leaders in particular, why they need a CRM application. Many businesses simply use MS-Outlook, perhaps in conjunction with one or more spreadsheets, to manage their day to day business. Indeed, that works fine – but for how long? In any...

I’ve spent a much of my career as a Consultant helping large and global organisations implement CRM solutions on platforms such as Oracle, Siebel and Salesforce. More recently I’ve partnered with ZOHO, a vendor that most folks consider a solution for small or mid-sized companies. So, what’s...

In the olden days, the IT departments was responsible for developing all systems for their business. Then, in the 1980s, the PC was introduced, and end-users took it upon themselves to build applications using software such as Lotus 1-2-3 and, more latterly, MS-Excel, MS-Access and the...

Before I moved into CRM, I spent many years helping businesses implement powerful reporting and analytics tools i.e. “business intelligence” (BI) tools. At that time, BI was primarily delivered using complex and costly software that could translate data from databases and present information in a fashion...

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