Customer relationship management (CRM) systems are useful for solo users and single entrepreneurs—helping them keep track of their contacts, leads, projects, and revenues. It helps individuals organize customer communications, monitor to-do lists and appointments, and automate repetitive tasks in a single platform. To find the best personal CRM, we analyzed several top providers featuring plans…
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How to Create a Request for Proposal (RFP) in 8 Steps (+ Free Template)
A request for proposal, or RFP, is a formal summary of needs provided by an organization for the purpose of receiving bids from qualified vendors and contractors. Your RFP should summarize the project and its purpose, describe your business’ background and mission, and then dive into sections like the scope of work, budget, time frame,…
6 Best CRMs for Nonprofits in 2022
Customer relationship management (CRM) software for nonprofits helps charities, faith-based groups, and non-governmental organizations (NGOs) raise funds, manage donor campaigns, and build volunteer relationships. While nonprofit-specific CRMs provide tailor-fit solutions, these can be very expensive. Meanwhile, several general-use CRMs also offer features that can be used for donor and fundraising management. In this article, we…
6 Best Commission Tracking Software for Small Businesses in 2022
Commission tracking software automates the process of calculating and tracking sales and performance-based compensation. It is mostly used in industries like insurance, real estate, and finance. Some of its essential features include commission tracking, sales forecasting, and payment processing. To find the best commission tracking software, we analyzed several top providers and considered critical attributes…
SugarCRM Review: Is It Right for Your Business?
SugarCRM is a customer relationship management (CRM) software that provides users with specialized marketing automation, sales automation, and customer service tools. It offers fundamental CRM features like lead and opportunity management and advanced tools like lead analysis, scoring, and prediction. It is best for businesses that need robust sales automation tools—given that they have a…
6 Best CRM WordPress Plugins for Small Businesses in 2022
CRM WordPress plugins are pieces of CRM software that you can embed on your WordPress-hosted website. These types of WordPress plugins extend customer management functionalities and sync information between the two systems. Other functionalities that you can get include capturing leads and analyzing the visitor statistics of your site. To find the best option, we…
7 Sales Email Templates Examples That Work for 2022
Sales email templates are premade scripts used to introduce you and your business to leads via email. The main benefit of using templates is to save time by reusing effective scripts that require minimal personalization. Templates can also be created and automatically sent through many customer relationship management (CRM) systems, but they work best when…
Keap Review: Is It Right for Your Business?
Keap is a cloud-based business growth platform that offers customer relationship management (CRM), marketing automation, and ecommerce functionalities in one suite. It also allows you to segment contacts, send email campaigns, and manage invoices and payments. This platform is best for small businesses that rely on email marketing and value advanced automation tools—provided that they…
Apptivo Review: Is It Right for Your Business?
Apptivo is a customer relationship management (CRM) software that provides business owners with a simple and straightforward system to manage customers and streamline sales processes. It offers industry-specific CRM solutions to businesses engaged in travel and hospitality, real estate, retail, and manufacturing sectors. It is best for businesses that want a free or affordable feature-rich…
The Ultimate Cold Calling Small Business Guide for 2022 & Beyond
Cold calling is the tactic of placing outgoing calls to prospects you’ve had no previous contact with. The main objective of cold calling is to introduce your product or service offerings and create awareness of your business to start the prospect’s customer journey. Cold calls are also made to learn more about a prospect’s needs,…
8 Most Common CRM Mistakes & How to Avoid Them
Customer relationship management (CRM) systems help businesses grow by streamlining sales processes. However, the right CRM system must be in place to ensure a successful deployment. Various factors contribute to CRM software’s effectiveness, including the right features, proper implementation, and correct third-party integrations. In this article, learn how to avoid CRM mistakes that are potentially…
How to Create a Custom CRM + Examples
There are thousands of off-the-shelf customer relationship management (CRM) systems, but they are designed to serve the needs of many. If your business model is uncommon, creating custom CRM software may be a better option, but will require you to assess your business needs and budget, identify must-have features, and work with developers. You also…