Reporting capabilities are one of the most valuable customer relationship management (CRM) features. Reports pull all of the information your team spends so much time amassing and allows you to derive actionable business insights from it. CRM reporting’s usefulness goes beyond simply tracking sales; the insights they provide help you operate faster and smarter. Let’s…
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5 Best HIPAA-compliant CRMs for Healthcare
HIPAA-compliant customer relationship management (CRM) software is critical for healthcare organizations. This is because attracting and retaining new patients or clients needs to be a top priority for services to stay relevant and competitive. We identified the top five CRMs that comply with the latest patient privacy rules to help your practice or health-related service…
Account Manager vs Account Executive
Account managers (AM) and account executives (AE) are both an important part of an effective sales strategy. Simply put, AEs bring in new business and are often referred to as “hunters,” while AMs take care of existing business by “farming” the existing client for retention and additional opportunities. Both roles fall into the sales function…
Free Sales Tracking Software
Whether you’re working on 10 deals at once or starting a business, sales tracking software helps you stay on top of sales numbers. If you’re still using spreadsheets to manage customers, it may be time to modernize sales operations. We’ve identified a number of free versions and trials of sales tracking software that can help…
How to Organize & Track Your Sales Leads in 7 Steps
Leads, customers, and prospects are critical stages within your business cycle. When you properly track leads, business results become more clear. In addition, properly tracked leads indicate how well a salesperson is doing their job and how to improve your sales process for better results. Leads should be organized by source, level of interest, and…
6 Best CRMs for Mailchimp Integration 2020
Integrating your CRM with Mailchimp allows you to create email campaigns that laser-target your prospects. Mailchimp is one of the most widely used email marketing platforms for small businesses, so we took a deep dive into which CRMs offer the best integrations in 2020. We looked at dozens of CRMs based on features, price, and…
How to Submit Your URL to Google in 4 Steps
Getting found in search isn’t always easy, but a good first step in increasing your site’s search visibility is to submit your URL to Google. By doing so, you’re helping Google to recognize your site so that it can be considered for search results. It’s free and can be done in just a couple of…
7 Steps to Train Your Team on CRM (+ Free Checklist)
For most companies, buying customer relationship management (CRM) software is a sizable financial investment. However, CRMs are only effective when used properly, which all begins with creating a proper team training program that ensures team buy-in, is broken out into digestible sessions, and incorporates the best practices that fit your business. Free CRM Training Checklist…
5 Ways CRM Can Help Your Business Grow
When business owners think about how to improve customer satisfaction, the first thing that often comes to mind is customer relationship management (CRM) software. After all, “customer relationship” is part of the title. However, CRM can also help grow your business in ways that go beyond the customer relationship. 1. Increased Employee Satisfaction While one…