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  • Home
  • Products
    • BidBook® Construction CRM on Salesforce®
    • BidBook® Work
    • BidBook® Materials
    • WorkerBe Construction HR
  • Services
    • Services Overview
    • CRM Assessment
    • Salesforce Professional Services
      • Roadmap to Salesforce Enablement
      • Sales Cloud Implementation
      • Salesforce (CPQ) Quote-to-Cash: Implement & Optimize
      • Service Cloud: Implement & Optimize
      • Communities Implementation
      • Custom Applications
      • ERP Integration to Salesforce CRM
    • Marketing Automation
      • Marketing Automation
      • Email Marketing for Salesforce
      • Pardot Implementation
    • Maintain CRM Peak-Performance™
    • Perfect Fit™
    • Perfect-Hire™
  • Industry
    • Drywall
    • Flooring
    • Mechanical HVAC Plumbing
    • Roadwork Paving
    • Roofing
    • Scaffolding
    • General Construction
    • Specialty Construction
    • Human Resources
    • Manufacturing and Distribution
  • Blog
  • Resources
    • Upcoming Events
    • Case Studies
    • eBooks and Guides
    • Tools and Checklists
    • Agreements and Terms
  • About
  • Contact
    • Schedule Demo
  • Download eBook
  • 10 Steps to Success for CRM
    Gallery

    10 Steps to Success for CRM

    CRM Best Practices, CRM for Sales Automation, CRM Implementation, CRM Optimization, CRM Services, eBooks and Guides, Resource Library

10 Steps to Success for CRM

flocksy2022-07-19T00:49:47+00:00

10 Steps to Success for Customer Relationship Management ("CRM") [...]

10 Steps to Success for CRMflocksy2022-07-19T00:49:47+00:00
  • Woman scanning box in warehouse with mobile tablet
    7 Truths of CRM in Manufacturing
    Gallery

    7 Truths of CRM in Manufacturing

    CRM Best Practices, CRM for Manufacturing, CRM Implementation, CRM Optimization, CRM Strategy

7 Truths of CRM in Manufacturing

flocksy2020-09-08T20:31:28+00:00

7 Truths of CRM in Manufacturing Tagging onto the [...]

7 Truths of CRM in Manufacturingflocksy2020-09-08T20:31:28+00:00
  • A Really Bad CRM Design and Two Good Ones
    Gallery

    A Really Bad CRM Design and Two Good Ones

    CRM Best Practices, CRM Implementation, CRM Strategy, Uncategorized

A Really Bad CRM Design and Two Good Ones

flocksy2020-09-08T20:31:28+00:00

What is a bad CRM Design? Watch this video to [...]

A Really Bad CRM Design and Two Good Onesflocksy2020-09-08T20:31:28+00:00
  • Communities QuickStart
    Gallery

    Communities QuickStart

    CRM for Sales Automation, CRM for Service Automation, CRM Implementation, CRM Strategy, eBooks and Guides, Tools and Checklists

Communities QuickStart

flocksy2020-09-09T15:21:10+00:00

Community Cloud: Implement and Optimize Using a Proven Methodology [...]

Communities QuickStartflocksy2020-09-09T15:21:10+00:00
  • CRM Deployment Planning – To Who and When
    Gallery

    CRM Deployment Planning – To Who and When

    CRM Best Practices, CRM Implementation, CRM Strategy

CRM Deployment Planning – To Who and When

flocksy2020-09-16T13:42:28+00:00

The below October 2012 CIO Magazine article is a must [...]

CRM Deployment Planning – To Who and Whenflocksy2020-09-16T13:42:28+00:00
  • Improving data quality one contact at a time
    Gallery

    Improving data quality one contact at a time

    CRM Optimization

Improving data quality one contact at a time

flocksy2012-10-16T09:16:01+00:00

Q: How do I improve the quality of our CRM [...]

Improving data quality one contact at a timeflocksy2012-10-16T09:16:01+00:00
  • CRM for my iPad, iPhone, and Mac
    Gallery

    CRM for my iPad, iPhone, and Mac

    CRM Selection, CRM Strategy

CRM for my iPad, iPhone, and Mac

flocksy2020-09-08T20:31:35+00:00

Many individuals have been managing their personal relationships on an [...]

CRM for my iPad, iPhone, and Macflocksy2020-09-08T20:31:35+00:00
  • The Premise Behind Social CRM
    Gallery

    The Premise Behind Social CRM

    CRM Optimization, CRM Strategy

The Premise Behind Social CRM

flocksy2020-09-08T20:31:35+00:00

FACT #1 - Social technology has disrupted how people communicate [...]

The Premise Behind Social CRMflocksy2020-09-08T20:31:35+00:00
  • A Social CRM Formula for Business Growth
    Gallery

    A Social CRM Formula for Business Growth

    CRM Optimization, CRM Strategy