Customer relationship management (CRM) automation is the process of automating essential sales and customer service functions. It helps businesses manage and track customer and prospect engagement initiatives efficiently. In this article, we explore the difference between CRM and marketing automation tools. We also explain the key functions, components, and primary benefits of CRM automation. CRM…
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Pipedrive Review: Is It Right for Your Business?
Pipedrive is a customer relationship management (CRM) software that offers visual pipelines and sales process automation. Its key features include lead and deal management, communication tracking, activity and deal reports, and an artificial intelligence (AI)-powered sales assistant called Smart AI. It is best for sales professionals and teams that need an easy-to-use CRM with visual…
Top 9 Benefits of a CRM System for Small Businesses
The general benefits of using a customer relationship management (CRM) system include a simplified sales process, improved team productivity, and increased sales. These are accomplished through a combination of CRM features, human efforts, and a positive customer response. This article breaks down the specific benefits of CRMs for sales, marketing, and customer support teams within…
6 Best Free CRM Software for Small Business in 2021
Free customer relationship management (CRM) software provides small businesses with an excellent tool for streamlining sales processes when they start growing. However, not all free solutions include all the features you need to engage with prospects better, nurture customer relationships, and close more deals. Here, we take a closer look at the best free CRM…
Salesforce Essentials Review: Is Salesforce Essentials Right for Your Business?
Salesforce Essentials is a customer relationship management (CRM) solution for small businesses that integrates with the overall ecosystem of Salesforce apps. You can customize its contact management, sales opportunities, mass emailing, and customer service ticketing features to fit your business requirements. It is best for small sales and support teams looking for highly customizable CRM…
Freshsales Review: Is It Right for Your Business?
(formerly Freshworks CRM) is a sales automation tool that helps sales teams attract quality leads, engage with prospects, and nurture customer relationships. It features artificial intelligence (AI)-powered deal insights you can use for revenue and sales forecasting. It is best for growing businesses looking for a scalable sales customer relationship management (CRM) solution with a…
What Is CRM Software? The Guide to Key Business Technology
Customer relationship management (CRM) software helps organizations and businesses improve their communication and relationships with prospects and customers. Depending on your business needs, you may opt for an on-premise, cloud-based, or open source solution. In this article, we talk about what a CRM system does and give some examples of its usage in various business…
CRM Software: The Basics of Customer Relationship Management Systems
Customer relationship management (CRM) software is a system that businesses use to manage and improve their lead interactions and relationships with leads, prospects, and customers. It is generally equipped with tools for contact management, sales automation, reporting, and productivity. Here, we discuss the reasons why you should use a CRM and what it can do…
6 Best Zoho CRM Alternatives in 2021
Zoho CRM is one of the top CRM solutions thanks to its free plan, scalable pricing model, contact and lead management capabilities, and team collaboration features. However, its overwhelming customization options, lack of invoicing features, and limited customer support may prompt small business owners to look for an alternative option. To find the best Zoho…
Pipedrive vs Zoho CRM: Price, Features & What’s Best in 2021
Pipedrive and Zoho CRM both provide contact management, lead management, and visual sales pipeline tools. However, Pipedrive offers a much simpler interface design that makes it easy to learn and use, plus it has 24/7 chat and email support. Zoho CRM’s paid plans are less expensive—it even has a free plan, but its advanced customization…
7 Essential CRM Reports Every Small Business Should Use
Reporting capabilities are one of the most valuable features of customer relationship management (CRM) solutions, giving teams an overview of their business performance. CRM reports help businesses track progress toward their goals, identify problems quickly, operate more efficiently, and sell smarter. The most essential of these reports include sales pipelines, sales performance, sales forecast, sales…
6 Best CRM Certifications in 2021
Customer relationship management (CRM) certifications provide clients with proof you have undergone skills training, establishing expertise on specific CRM tools. They also help consultants attract new clients and open new opportunities for career advancement. We looked at several options, including their pricing and features, to provide you with the top six CRM certifications. The top…