CRM Technologies Archives - Centric Consulting

Are you looking for expert, practical advice to solve your business and technology needs?

Whatever your business or technology questions, you’ve come to the right place. Find our most relevant content at your fingertips. Start reading – and get to know us better!

Select a Resource:

Client Stories

Guides & Tools

Perspectives

Webinars

Filter By Topic

Filter By Industry

Why CRM Projects Fail and How Organizations Can Succeed

In part two of a three-part series on common CRM implementation issues and how to avoid them, we look at change management and adoption strategy.

Sales + Marketing: How AI and Marketing Automation for Insurance Agents Are Redefining Engagement

Learn about marketing automation for insurance agents in this blog about today's requirements for sales and marketing alignment.

What Is In-Product Messaging and Why Should I Be Using It?

In-Product Messaging gives companies the chance to deliver marketing or support messages to their customers when it matters most.

How Insurance Marketing Automation Builds Stronger Relationships

Insurance carriers struggle with agent retention, and insurance marketing automation presents a powerful solution.

How to Improve the Utilities Customer Experience By Pairing Your CIS with a CRM

The utility customer experience has come a long way since “ratepayers” was an industry-standard term, but there is still a way to go.

Leveraging a Salesforce Assessment to Improve Your Business Processes

We discuss how doing a Salesforce assessment before updating the tool can help improve your business processes and the ROI of your system.

A Guide to Selecting the Right Marketing Automation Platform for Your Business

In our downloadable chart, we share the important things to consider when choosing the right marketing automation platform for your company.

Salesforce Success: The What, Why and How of Center of Excellence

Companies often struggle with Salesforce CRM success without a strong Salesforce center of excellence driving alignment.

Salesforce and Citizen Development: A Webinar Recap

In our on-demand webinar, we look at how companies using Salesforce can take advantage of the citizen developer movement to solve business problems faster.

An Introduction to Salesforce Citizen Development Tools and Apps

We discuss how Salesforce citizen developer tools like the Lightning Platform and the AppExchange enable the citizen development program.

How the Salesforce Lightning Platform Enables Citizen Development

Leaders at many companies are looking to citizen development to solve remote-work challenges. Salesforce Lightning Platform can help.

5 Steps to Take Before Fully Engaging in a Salesforce Implementation

Deciding what your organization needs before making a purchase can be a lot. We look at a few steps to take during Salesforce implementation.