Jillian Ilao

Insightly is one of our recommended customer relationship management (CRM) tools for real estate, startups, and sales operations teams. In our Insightly review, we scored the platform high in pricing, general features, and ease of use. We scored it lower for specialized features due to its lack of lead scoring capabilities and that its automation…

Lead generation involves trial, error, and testing to see what works best for your unique business. That’s why following a particular process on how to generate leads in sales is crucial. It ensures you cover all your bases and measure the effectiveness of your activities. In this article, we explore the steps to generate sales…

A sales goal tracker helps business owners monitor the progress and performance of their sales activities, reps, and teams—giving them a realistic overview of their overall business health status. Sales goal trackers aggregate data into dashboards showing key performance indicators (KPIs) and task lists. To help you find the right tool, we reviewed dozens of…

A sales funnel visualizes the stages of your sales process, showing the customer buying journey from awareness to purchase. The “funnel” shape reflects how if you add leads to the top of a funnel, the number decreases incrementally until only a small percentage that converts to customers reach the bottom of the funnel. In this…

A lead referral source is anyone who helps you with lead generation by recommending your business to someone. Referral leads are optimal because their interest is based on a recommendation from a trusted source. This increases the chances of converting them into paying customers and statistically representing higher customer lifetime value. In this article, we…

Maximizing the use of customer relationship management (CRM) software is only possible when team members know how to use its various functionalities. It is crucial they understand how the use of the tool fits into their day-to-day business processes. In this guide, we share seven steps for CRM training involving planning, utilizing various resources, and…

Customer intelligence (CI) is the process of gathering and analyzing data from various customer interactions to generate actionable insights. It helps businesses understand their customers’ behavior, allowing them to personalize or adjust selling strategies. Customer intelligence data comes from customer relationship management (CRM) analytics, customer service data, purchase history, and web activities. Customer intelligence can…

A customer relationship management (CRM) strategy is an organization’s plan of action to leverage available customer data to improve their relationship. Successful implementation of CRM strategy requires reviewing your business strategy, mapping your customer journey, understanding your team dynamics, and selecting the right tools needed to facilitate the implementation. If you are developing your CRM…

Cold emails are marketing emails you send customers who have no previous connection with your brand to build a relationship with them. Success with cold emails hinges on your ability to entice the recipient to open and read your message and respond positively to your call to action (CTA). In this article, we explore how…

Copper CRM is one of our recommended customer relationship management (CRM) software platforms for Google Workspace users. It is also one of our top picks for operational and commercial real estate CRMs. It scored high in some areas, particularly on its ease of use and expert score, as we find it highly intuitive and simple…

Sales onboarding helps equip new sales reps with the knowledge and tools needed to be productive and engaged with your organization. Effective onboarding plans cover various topics, from company-wide policies and proper employee orientation to sales department-specific information. We’ll walk you through the eight components of an onboarding plan, so your new sales team members…

Although Airtable is not a traditional customer relationship management (CRM) system, it has similar data organization capabilities, allowing it to be used as a CRM. By gathering sales information, determining your sales process, and formatting your database properly, Airtable can be a cost-effective alternative to CRM software. Learn how you can customize Airtable for use…