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The best social customer relationship management (CRM) platforms connect social media channels, allowing you to track engagement, monitor audience behavior, and generate leads. Integrating a CRM system and a social media channel provides richer contact data and lets you respond to customer comments quickly. We evaluated dozens of social CRM software solutions to identify the…

Salesforce customer relationship management (CRM) cloud is one of the most popular products in the CRM market. It has thousands of third-party integration options, a powerful mobile app, and excellent lead management and artificial intelligence (AI) features. Despite its capabilities, it lacks certain attributes, like a free-forever plan, an intuitive interface, and low-cost automation—prompting users…

Upselling is a sales technique or process of suggesting a higher-valued product or service to new or existing customers at a point of sale. The idea is that a customer is already in the buying mindset and could be easily convinced to upgrade to something better at that moment. This technique is generally used just…

Businesses can leverage Facebook to connect with a target audience via advertising, content posts, and direct messaging. Integrating a Facebook (Meta) account with customer relationship management (CRM) software allows teams to synchronize lead data from their social campaigns, as well as manage content and customer engagement from one system. Based on cost, features, and product…

Well-designed sales contests are fun and healthy ways to motivate your sales team to hit and surpass individual and team goals. By creating a competition with rewards and incentives, sales reps are encouraged to fulfill organizational sales goals by completing the objectives in the sales contest. In this article, we explore 18 sales contest ideas…

A customer persona is a tool that helps define your company’s ideal buyer types and guides your lead generation and marketing activities. Developing customer personas involves identifying characteristics such as the profession, demographics, behaviors, and interests of preferred buyers. You can also give your business persona a fictional name as an easy way for your…

Podcasting is one of the fastest-growing ways for small businesses to build authority, generate leads, and connect with customers. To help you launch or improve your show, I’ve rounded up the 10 best podcast software tools for beginners and SMB teams, from recording and editing to planning, collaboration, and publishing. Use this guide to quickly…

Customer relationship management (CRM) software is a popular tool to keep a sales operation organized and productive. By leveraging industry data relating to CRMs, their use cases, and their benefits, you can incorporate key insights into your business to improve overall sales performance. Broken down by category and use case, here are 28 must-know CRM…

Customer feedback refers to the thoughts and opinions of customers about a certain product, service, or brand. Whether it is positive or negative, this feedback can serve as pointers for enhancing product features, improving the quality of customer service, and facilitating business growth. Here, we give you common customer feedback examples, provide examples of how…

Turn your customer relationship management (CRM) software into a hub for sales, marketing, and collaboration through CRM integrations with other business applications. In this article, we explore how CRM system integration works and dive into ways integrations can streamline your company’s customer management activities and workflows. We also discuss common CRM integration examples, including email,…

A customer relationship management (CRM) system is a business tool that helps organizations manage, store, and analyze lead and customer data. It helps facilitate prospecting and sales processes to improve customer relationships. Here, we explain what a CRM system is used for and why it is essential for small businesses. We also outline essential CRM…

Creating a sales playbook requires you to define its purpose, provide a company and product overview, outline sales processes and goals, and specify your ideal audience. Once created, this simplified sales guide can help reps expedite their training and streamline their day-to-day activity. In this article, we explore sales playbook best practices, components, how to…