Blog

Welcome to the ActivePrime Blog

In our blog, you’ll find helpful and informative posts dedicated to improving CRM performance and usability. Our topics include deep dives on the technical aspects of CRMs like searching and data quality. You’ll also find insightful posts about user productivity and adoption.

Buying Lists? 6 Rules to Help Protect Your Business

Buying Lists? 6 Rules to Help Protect Your Business

With so much emphasis placed on the different opt-in techniques companies use to build lists, it seems counter to the trend to be talking about purchased or rented lists.

But as anyone who works in marketing can tell you, the list business is alive and well, because it needs to be.

6 Reasons Organizations Move To a New CRM

6 Reasons Organizations Move To a New CRM

Many organizations today are moving from legacy systems or multiple CRM instances to a single CRM. The SaaS Cloud environment provides easy access for all users. It is desirable to consolidate CRMs for simplification and utility.

In the past, separate systems evolved for a number of good reasons such as the location of IT and networks or the different CRM needs of divisions and companies. Many systems were specialized to address the application needs of different user communities.

4 Tools for CRM Customer Intelligence Enrichment

4 Tools for CRM Customer Intelligence Enrichment

A strategy for enriching and accessing customer data can have a profound impact on marketing and sales productivity and results. The measure of an organization’s effectiveness is often found in customer acquisition and retention, market share growth and profitability gains. A strategy that supports enriching CRM data beyond the level of basic information to a source of genuine customer intelligence will fuel that effectiveness.

4 Simple Keys to Archive your CRM Data

4 Simple Keys to Archive your CRM Data

Organizations need to protect their customer data, especially if planning to migrate to a new CRM or consolidate multiple systems into a single CRM. All customer data is extremely important to a company as it is used by sales, marketing, and customer service teams alike. The historical significance, security, and compliance of this data helps these teams within an organization to strengthen customer relationships and develop insightful selling strategies. Understanding and using collected customer data information is key to building value and developing loyalty with customers and prospects. Archive your data.

How to Maintain HIPAA Compliant CRM System Access & Security

How to Maintain HIPAA Compliant CRM System Access & Security

Data that has been classified as protected under HIPAA must be effectively protected. Protection must include limiting access to appropriate individuals. This includes physical access to the computers containing the data as well as electronic access.


Keeping Customer Loyalty in Healthcare Safe and Sound

Keeping Customer Loyalty in Healthcare Safe and Sound

When it comes to healthcare, one size does not fit all. Health providers faced with increasing competition and higher customer expectations need to reassess their customers’ needs and provide them with superior quality of experience. In a fragmented market, churn over any given year is inevitable, leaving customers with dismal satisfaction levels and health providers with humbled growth. A 2015 study on the Pioneer ACO program found a churn rate of 38% among patients over a year, with income-based churn even higher.