Jason Aten

Zoho and Salesforce are comprehensive customer relationship management (CRM) software that include lead and contact management, sales opportunities, reporting, and team management features. Zoho is generally more affordable and is a better choice for most small businesses that need an integrated, all-in-one sales and productivity suite, while Salesforce is a powerful but complex software tool….

Most salespeople will eventually receive a business email from someone they don’t know. When that happens, tracing an email, also known as reverse email lookup, can provide additional context. Fortunately, there are several tricks and tools you can use to check an email address’ owner, and we’ve evaluated the best five overall. However, more often…

Insightly and Zoho are two customizable and fully-featured customer relationship management (CRM) tools. While Zoho is the better choice for most small businesses out of the two based on its features and affordable plans beginning at $12 per month, Insightly is better for teams needing project management features with plans beginning at $29 per month….

Sales territory management is a system teams use to assign leads or accounts to specific salespeople based on either geography, industry, or account size. This eliminates overlap between sales reps and clarifies who is responsible for specific opportunities. Territories are then managed by assigning segmented prospects to individual team members who are given specific goals….

Zoho CRM is a comprehensive customer relationship management system designed for small businesses featuring robust contact and deal management functionality, as well as inventory, proposals, and order management. Getting started using Zoho is as simple as signing up for a plan, configuring the tool for data and your process, and integrating it with other programs….

CRM software features vary from sophisticated enterprise-level software that automates the sales process to email contact management plug-ins that help you keep track of your customer communications. Navigating the different choices and features available can be overwhelming when making a decision about which are most important to your business, so we looked at the CRM…

Customer relationship management (CRM) tools that integrate with Shopify help ecommerce businesses by connecting sales transactions, website activity, and customer data with their contact management tools. We considered a dozen CRMs to create this list of the best Shopify CRM integrations that help sellers build better customer relationships and generate more sales. Top 6 CRMs…

Software as a service (SaaS) customer relationship management (CRM) tools are applications delivered via the cloud. They are popular for small businesses because they are easy to implement, provide automatic updates and support, and offer tiered subscription plans and features. We considered dozens of options to put together the top six SaaS CRMs for 2019….

Sales performance is the measurement of sales activity against the goals outlined in your sales plan. The simplest method of tracking sales performance is to establish sales goals for your team and for individual team members and then evaluate performance, either monthly or quarterly. You can then improve performance using new processes and sales tools….

Commission tracking software automates the process of calculating and tracking commission and performance-based compensation. We looked at 15 tracking options that eliminate manual spreadsheets and streamline the compensation process based on the ease of setting up commission formulas, affordability, and reporting features to determine the top six for 2019, including the best overall. Top 6…

Customer Relationship Management software (CRM) helps sales teams keep track of leads, contacts, and opportunities. While dedicated CRMs included added functionality, you can easily set up a Google Sheets CRM to keep track of the most important information if you are just starting out. We’ll show you how using seven simple steps. Of course, if…