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…
How to Organize & Track Sales Leads in 7 Steps
Lead tracking is a stage in the lead management process that involves monitoring lead activity across all marketing channels and pursuing actions to close a sale. It includes identifying lead sources, choosing the right tools for lead tracking, distributing leads to team members, and nurturing and prioritizing leads. To succeed in this phase, follow the…
The 5 Steps of the CRM Process & Its Benefits
The customer relationship management (CRM) process refers to the steps and decisions businesses make to manage and improve their relationships with leads, prospects, and customers. CRM software is a useful tool in this process as it streamlines operations and customer interactions, making them more efficient and effective. In this article, we outline these steps and…
How to Use Zoho CRM in 7 Easy Steps
Zoho CRM is a customer relationship management (CRM) platform that allows businesses of all sizes to manage their sales, marketing, customer support, and inventory from a single system. To start using the platform, create a verified account, configure your settings, and import your data. Then, you need to integrate third-party apps, create workflows, and add…
6 Best Shopify CRM Options for 2021
Integrating Shopify with your customer relationship management (CRM) software allows you to create comprehensive customer profiles and relevant marketing campaigns based on their purchasing behavior. It also allows you to contact your customers directly without leaving the platform, saving time and effort. We compared several Shopify CRM software based on pricing and features to arrive…
6 Best Pipedrive Alternatives for Small Businesses in 2021
Pipedrive is one of the best choices for a small business CRM solution because of its affordability, sales-focused features, and 24/7 customer support. However, it lacks some popular features and capabilities, such as a free plan, advanced customization options, and predictive scoring. To find the best Pipedrive alternative, we analyzed several top providers and considered…
The Top 12 CRM Features & Functionality Small Businesses Need
Customer relationship management (CRM) software offers various tools to help businesses improve their relationships and interactions with prospects and customers. We’ve identified the 12 most essential features and functionalities small businesses should look for when evaluating CRM software in order to make the most of your investment. These are: Contact management: Used to record, track,…