Jess Pingrey

Mailchimp is an email marketing platform that lets businesses design, deploy, and automate campaigns to connect with customers. Users can integrate their Mailchimp system with customer relationship management (CRM) software to synchronize contact and email data and manage campaigns from either interface. Based on capabilities, user experience, and integration affordability, we’ve chosen seven options as…

Free customer service software lets businesses provide resources and assistance to customers and manage support tickets at no cost. They can either be individual apps or modules within customer relationship management (CRM) software. The best products will have a wide range of support tools, solid data capacity to store customer records, and an easy-to-use interface…

HubSpot and Pipedrive are popular customer relationship management (CRM) software platforms known for their advanced automation tools, innovative artificial intelligence (AI) capabilities, and wide range of integration options. HubSpot is recognized for its freemium options and all-in-one sales, marketing, and service functionality. But Pipedrive stands out as a cost-scalable and robust deal management system that…

Slack is a collaboration tool that lets users communicate with team members and get activity notifications. When integrated with customer relationship management (CRM) software, teams can boost their productivity efforts by getting updates on deals or leads, sharing records, and even engaging directly with customers. Based on affordability and feature capabilities, we’ve evaluated dozens of…

Sales reports provide business activity and performance information to make operational adjustments and strategic decisions. Creating effective reports involves identifying objectives, audience, and time frame, then pulling information from your sales data sources for analysis. In this article, you’ll learn how to create a sales report and the common types of reports you can use…

Follow-up sales emails are used to reconnect with older prospects, nurture current leads, or respond to someone who has expressed interest in your products or services. By creating and saving sales follow-up email templates, users can quickly insert relevant information in proven templates instead of crafting each email from scratch. Download our 17 free follow-up…

Customer relationship management (CRM) software offers tools for sales teams to store contact data, track sales deals, and engage leads from one system. They also help businesses design and deploy marketing campaigns and manage customer service activity—allowing them to improve customer acquisition and retention. To get the most value out of your CRM system, users…

Customer relationship management (CRM) software with broad customization options lets businesses tailor their modules, data fields, and specific features to meet their unique operational needs. The best customizable CRM software offers affordable plans, simple system design features, and various third-party software integration options. We evaluated dozens of products to identify the top customizable CRM tools…

Customer intelligence software lets businesses fully understand their customer preferences and behaviors that drive purchase decisions. It has various tools for storing, managing, and analyzing customer data such as purchase history, demographics, and engagement activity. Through customer intelligence, business users can improve their product or service offerings and marketing strategies—ultimately driving up revenue. We evaluated…

Territory management software lets businesses oversee sales operations across multiple departments, separated by geographic location, product line, or industry. While it’s a common feature in customer relationship management (CRM) software, teams can also invest in specialty mapping tools. The best territory management tools are affordable and have intuitive features to monitor performance and assign leads…

Excellent products and service offerings attract customers to your business, but robust customer service is still the most effective way to keep them loyal to your brand. It is also an organic route to tap into your customers’ network through positive word of mouth and referrals. In this article, we explore 10 effective customer service…

Sales gamification software helps teams turn day-to-day work activities into competitions by using leaderboard recognition or a point system to maximize performance. Acknowledgment, rewards, and friendly competition are proven to improve overall effort and sales production. We’ve reviewed numerous gamification and sales leaderboard software to hone in on our top 13 options for small businesses….