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A CRM is not 100 percent foolproof. Mistakes can be made, technically and operationally. It’s crucial that all users are trained on how the system works and what it does and does not do. Here are four areas businesses must get right to ensure CRM success.

June 19th, 2019 | Tagged under: CRM | pitfalls | small business

Whether you’re an SMB or even a larger business, there are several things to consider when choosing a CRM and vendor to find the right fit for your company.

Sept. 12nd, 2019 | Tagged under: Forbes | CRM | Arun Upadhyay

Many businesses need multiple software programs to run effectively. However, LionOBytes wants to simplify software for small businesses with an end-to-end solution.

Oct. 30th, 2019 | Tagged under: small business | SMB | CRM

LionOBytes, a leading IT and software solutions company, today announced the addition of new mobile features to its flagship CRM, LionO360, including: navigation functionalities, route and direction management, and customer site visit history.

Nov. 21st, 2019 | Tagged under: Mobile | CRM | field service

When you're ready for an ERP, begin by figuring out what your requirements are. Start by identifying shortfalls, challenges, inconsistencies, processes or systems that are inefficient, waste money or slow productivity. Seek input from senior management, IT teams, end users and others who are engaged in specific areas of your business.

Nov. 21st, 2019 | Tagged under: Small Business | ERP | Forbes | Arun Upadhyay

A CRM can help your business better understand the needs and concerns of its customers and be more precise and deliberate in nurturing those relationships. Managing customer data, tracking leads, and answering customer feedback requests are some basic functionalities of a CRM.

Dec. 4th, 2019 | Tagged under: retail | CRM | small business |SMB | Arun Upadhyay