Jillian Ilao

Customer service software is a centralized platform that helps businesses manage their customer communication touchpoints. Designed to deliver excellent customer support, it typically requires an omnichannel approach that includes shared inboxes, live chat, in-app phone features, and ticketing tools. This article answers the question—what is customer service—and explores how it works, customer service tool types,…

Customer relationship management (CRM) pricing models—or how an organization’s cost of using a CRM is structured—can be complex. However, the most common pricing factors include the number of users, set of features, billing frequency, and optional add-ons. The average pricing of CRM systems ranges from $12 to $300 per user, per month, depending on the…

Sales pipeline stages are the steps within a sales cycle that identify the internal activities needed to move a prospect from initial contact to buying your products or services. These include tasks like prospecting, lead qualification, and product delivery—all of which can be tracked using customer relationship management (CRM) software. There are nine common stages…

An excellent customer relationship management (CRM) system helps businesses efficiently manage customer data and streamline sales processes. However, choosing the right provider entails a careful decision-making process to maximize your time and financial investment. Various aspects, including pricing, features, ease of use, and your own business objectives, must be considered before committing to a provider….

Customer relationship management (CRM) software provides businesses with a centralized location to input, store, and manage leads and customer interactions. Industry-specific CRMs offer more niche and specialized tools to help particular business types, including insurance, healthcare, and hospitality, move customers and prospects through sales cycles more quickly. Meanwhile, general-use CRMs provide more universal features applicable…

Getting quality talent in place is an excellent start, and utilizing ongoing sales training strategies gives your team the tools and resources to build a successful sales operation and helps ensure they fully understand their responsibilities. We identified the nine best practices for sales team training to help you foster a more collaborative environment, drive…

Customer relationship management (CRM) implementation is the process of setting up and deploying CRM software. While most CRM tools designed for small businesses have a plug-and-play nature, careful planning and rollout increases the likelihood of its proper use. Implementing your CRM includes setting up a team, establishing goals and objectives, identifying data to migrate, integrating…

Sales management is the process of developing, monitoring, and cultivating the end-to-end operations of your entire selling process. The six key ways to do this is to effectively build and onboard your sales team, develop a sales plan, provide your team with resources, and monitor your sales and team’s overall performance. We’ll explore these key…

Companies of all sizes use lead generation to ensure they are regularly attracting new potential buyers into their sales funnel. In this article, you’ll learn more about what lead generation is, proven strategies for small businesses, and which software tools will keep your sales pipeline consistently full of opportunities. What Is Lead Generation? Generating leads…

Setting sales goals provides a roadmap for establishing measurable, achievable objectives needed to meet your revenue and growth goals. It entails determining your break-even point, identifying your desired profitability, and setting sales objectives. You should also incorporate target revenue into your sales goals and communicate them to your team. Learn how to set sales goals…

Customer relationship management (CRM) software and customer retention go hand in hand. This is because CRM systems have the ability to produce actionable data to help businesses understand their customers’ behavior better—allowing them to provide more personalized services. It also enables them to gather customer feedback through service features that allow them to constantly identify…

CRM adoption involves gaining buy-in and support from your team members on using a customer relationship management (CRM) platform to manage sales activities across the organization. Involving your team in different stages of the process, including finding out features they want the CRM to use and providing ongoing CRM training, can all help to increase…