Resources
Our team develops content with one goal in mind: helping our customers accelerate their learning.
Check out the resources below to become an expert in CRM, CX, and Marketing Automation.
“Turn the Light On” is the official MasterSolve blog. It is a collection of information, best practices, and news relating to CRM, CX, marketing automation, and cloud technologies.
Faye Acquires MasterSolve CRM and CX Practice to Add Presence in Midwest and Canada
At MasterSolve, our goal has always been to do what is best for our clients.
Construction Industry Trends that Will Define 2022 And Beyond [Infographic]
In 2022 and beyond, the construction industry will see much disruption and innovation stemming from
CRM for Financial Advisors: Complying with Security Regulations
Client relationships rank among a financial advisor’s greatest assets, along with curiosity, trustworthiness, a passion
Software Company Removes Silos & Improves Data Management With Salesforce Migration
A Toronto-based security software company was using a CRM system and associated technology stack that did not fit their needs or integrate with each other. This led to poor data management, departmental silos, and process inefficiencies.
Marketing Agency Saves Over $130,000 Per Year After CRM Optimization
A Toronto-based marketing agency increased user adoption to 80% and reduced operational costs by over $130,000 per year with MasterSolve’s CRM Optimization services.
SiteLock, LLC
SiteLock is a high-tech security company that uses Sugar Sell and Sugar Market. After working with MasterSolve, SiteLock was able to migrate 300+ users, 7 million accounts & contacts, and 14 million subscribers from their legacy CRM.
We have a robust library of videos on a variety of industry-relevant topics. Our videos share best practices, answer common client questions, and provide a quick and simple way to learn.
Improving the Resident Experience with Salesforce + Formstack
This webinar was originally presented at Practically Genius, a Formstack event. The video showcases what your property management resident portal could look like with Salesforce and Formstack.
The Answer To CRM Complexity
CRM complexity has grown over the years. It’s not easy keeping up with training, certifications,
MasterSolve Employees Read G2 Reviews – Episode 1
See what MasterSolve customers have been saying, straight from our employees themselves!
CRM Project Prioritization Tool
How do you prioritize CRM projects? Some organizations try to “eat the frog first,” tackling
The agility playbook—how larger firms can score a competitive advantage in CX
With original data and actionable insights, this agility playbook will help enterprise businesses stay ready,
Process Maturity Self-Assessment
How mature are your departmental and organizational processes? By reviewing the maturity level of your processes, you will understand which methods need to be developed or improved before you implement a new CRM system.
