CRM

“Good Fences Make Good Neighbors” As I prepared to write on the topic of data visibility I thought back to a time when I was negotiating a support agreement with a lawyer who said to me, “Good Fences Make Good Neighbors”.  The lawyer wanted to protect...

While it might be gratifying to achieve a new system implementation on your own within your organization, many businesses can’t really afford it. In most cases, for different reasons, even the largest technology or professional services companies turn to an experienced consultant to successfully implement...

The true value of a Professional Services Automation (PSA) solution lies in the opportunity to maximize your resources’ billable hours. When it comes to implementing this kind of system, several professionals may question whether they really need the help of a consultant to achieve a...

You want to manage your employees, your clients, your projects and your finances from one single centralized application and are looking to purchase a PSA (Professional Services Automation) solution? Now that you are ready to take the leap and to start transitioning your professional service...

Everybody wants reports from their Salesforce instance. What organization doesn’t want to see pipeline health, sales team performance, customer retention rate, or marketing ROI? While Salesforce can easily produce these reports, what happens when you are hungry for more insight? What if you need to...

We are blessed with so many CRM and ERP solutions to choose from on the market today. However, two major competitors are standing out from the rest: Salesforce and Microsoft Dynamics 365. While both products address the same needs, they differ in several respects. Which one...

A few of the lessons learned during ERP and CRM implementation projects By Marco Del Duca, project manager for Nubik Greetings everyone. My name is Marco Del Duca, I am a seasoned project manager who has spent the last ten years globetrotting around the world of IT...

It happens too often; the end of the sales process becomes complicated thanks to internal verifications, team responsibilities, product complexities, you name it. All of it simply causes many prospects to drop off before a deal is done. Even if it does get closed because...

By Bruno Gagnon – Customer Solutions Director That’s a great question. Let’s consider why you would choose Nubik and why you should choose Nubik. Reason #1 – Our focus on ROI At Nubik, we work on multiple projects, many of which often come with tight budgets and tight...

You need a new CRM/ERP to replace your old, obsolete CRM/ERP which no longer allows your business to grow, either because you have new needs, or even because you want to link with external systems to consolidate your data. Do you identify with this situation? You’re...

Channel partners, including distributors and manufacturer’s agents, are key to the success of all manufacturers that don’t maintain a direct connection with customers. While it can be difficult to identify, recruit, and sign the right channel partners, it is can also be challenging to manage...

Seeing as the new releases and updates from the Pardot development team are coming in fast and solid, I feel like I’m always having to catch up to it. However, one thing stands out when I consult for my clients - three features that are...

Author: Alexandre Boyer - VP operations – Nubik How many times have you heard about the implementation of an ERP or a CRM that’s gone four times over budget and took four times longer than was forecasted? Yet avoiding IT system implementation nightmares is simpler than...

Getting to know a platform like Salesforce definitely requires patience, but it’s just as important that you have the right tools. For a newbie, it’s hard to know where to start. It’s a big and powerful system in which you can easily find yourself lost,...

CRM systems are seen as tools that provide structure to sales and service teams and help their efficiency. This makes sense since that’s really a CRM system’s primary function. But Salesforce, or any other CRM system for that matter, can and should also be used...

In business, quoting is the process whereby you go from promises made by the sales rep to making customer commitments in writing and kick-starting the quote-to-cash effort. The way that businesses produce quotes has historically been a function of their size and maturity. For many companies,...

For some of us, it’s been a long time waiting, but finally, summer has arrived! And for us Northerners, we’re finally able to shed some layers and head out to the terrasse, the pool or even the cottage. In other words: we’re ready for some...