Jess Pingrey

A help desk and service desk are both support channels that IT management and software users can access for assistance. Though they sound like they provide the same functions, there are clear-cut differences between a service and a help desk in terms of support objectives, who they’re designed for, and overall capabilities. In this article,…

A sales objection is any reason why a lead does not wish to move forward to the next stage of the sales process, and is an inevitable and natural part of selling. Sales reps who aren’t fully prepared may doubt themselves or give up too soon, but overcoming objections is the key to keeping your…

Some businesses prefer using a project management tool over a traditional customer relationship management (CRM) software because of its simplicity and cost-friendly options—leading them to use Trello for lead and pipeline management. By creating a board, converting the sales pipeline stages into lists, and designing cards as sales data records, you can convert your Trello…

Freshsales and Salesforce are popular customer relationship management (CRM) software platforms that serve businesses with excellent lead management, analytics, and workflow automation features. Freshsales stands out for free-forever plans, which offer phone, chat, and email communication with contacts. Salesforce, however, is better for tailoring the CRM to an organization’s needs through system customization and integrations….

Though customer relationship management (CRM) software is commonly used for managing sales activity, it can also be a powerful tool for boosting customer satisfaction. Through case management and communication tools, CRMs are excellent solutions to engage and assist customers. In this article, we explore customer service CRM features, use cases, and the benefits of using…

Pipedrive and Zoho CRM are customer relationship management (CRM) systems that let small businesses manage sales operations with excellent pipeline and lead management features. However, Pipedrive stands out for its easy-to-use sales tools and intuitive interface, while Zoho CRM has multipurpose functionality to manage sales, marketing, inventory, and customer support, all in one place. When…

Business-to-business (B2B) leads require extensive nurturing before a prospect will convert into a client. To generate B2B leads for your sales funnel that are most likely to result in closed deals, you must also grow brand awareness in a way that builds trust. In this article, we explore 12 tactics to build a strong B2B…

Customer relationship management (CRM) software reports take sales activity data stored in the system and condenses it into visual, actionable information. CRM reports help businesses evaluate their operation and gain insights, such as progress toward sales goals, bottlenecks in the sales process, and how well an individual or team of reps performs. In this article,…

Customer relationship management (CRM) software is an effective solution for managing leads, the sales process, and sales activity. It’s also a powerful tool for automating various deal, lead, and customer workflows that help you get opportunities through the pipeline efficiently. In this article, we explore seven examples of CRM workflows you can automate as well…

A sales pitch is a brief explanation or conversation used to get a potential customer interested in your products and/or services. These “propositions” help businesses generate qualified leads by carefully gauging interest while articulating a clear value with a call to action that moves a lead to the next stages of the buying process. In…

Customer relationship management (CRM) dashboards present a snapshot of sales activity, performance, goal progress, tasks, and pipeline health in a simple, centralized format. Sales managers use CRM dashboards to evaluate key performance indicators (KPIs) and other top priority data metrics in a sales operation—enabling them to optimize strategies based on these reports. This article explores…

Sales email templates are tailorable message scripts reps use to make sales introductions to leads and prospects or follow-ups through email. By using an effective custom template, sales team members can easily plug in identifiable and contextual information to each message, speeding up the communication process. In this article, we provide seven free sales introduction…