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Our latest articles on business systems, automation and implementation.

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A CRM for e-commerce: personalising the shopping experience to sell more

Most online stores still show every customer the same banner, the same recommendations and the same cart reminder. McKinsey reports that companies that do personalisation well earn 40% more revenue, and 71% of consumers expect it. This article covers what a CRM built for e-commerce needs: one customer profile, live segments, automation and integrations.

  • 9 min read
  • 219 views

CRM migration without losing customer history

Changing a CRM means moving years of customer relationships, thousands of meeting notes and full order histories. Gartner reports that 83% of data migration projects overrun their budget or schedule, and one in three loses critical information. This article covers the most common mistakes, how to prepare the data and why field mapping decides how the project ends.

  • 8 min read
  • 230 views

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