Customer relationship management (CRM) software provides a system for organizing contacts and communicating with potential buyers and customers. The best solutions for small businesses also offer a centralized platform for managing and collaborating on sales, marketing, and administrative activities, while giving teams the ability to automate certain tasks that ultimately increase productivity. We evaluated multiple…
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HubSpot vs Salesforce: Which Is Better for You in 2021
A comparison of HubSpot vs Salesforce reveals HubSpot pricing is better for businesses on a tight budget that need tools for capturing and engaging leads with ease. Salesforce, on the other hand, has a steeper learning curve, but offers broader and more advanced solutions including extensive workflow automations and artificial intelligence (AI), making it the…
The Complete Guide to Successful CRM Implementation
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 are keys to maximizing your investment. The software’s settings, integrations, and data should be set up properly, aligned with your company goals. Learn about…
The 6 Best HubSpot Competitors for 2021
HubSpot is a popular customer relationship management (CRM) platform that offers small businesses a user-friendly interface, free plan availability, and marketing features like email campaign tools, webform creator, and social media integrations. However, HubSpot’s paid plans are expensive, and the free plan does not include things like project management or advanced analytics, which can be…
Pipedrive vs Zoho CRM: Price, Features & What’s Best in 2021
Pipedrive and Zoho CRM both provide contact management, lead management, and visual sales pipeline tools. However, Pipedrive offers a much simpler interface design that makes it easy to learn and use, plus it has 24/7 chat and email support. Zoho CRM’s paid plans are less expensive—it even has a free plan, but its advanced customization…
The 6 Best Property Management CRMs for 2021
The best customer relationship management (CRM) software for property management includes tools to make it easier to manage a property and relationships with its occupants. These property management CRMs are easy to use, offer robust customer support, and provide relevant features, including integrations and automations that save property managers time and money while providing a…
LionDesk vs Top Producer: Which Is Better for You in 2021
LionDesk and Top Producer provide real estate agencies tools for generating, organizing, and communicating with buyer or seller leads. However, with a starting price of $21, LionDesk is the lower-cost solution. That said, Top Producer offers a more complete solution for brokerages that want to manage their entire real estate business, not just outreach, in…
What Are CRM Analytics: The Simple Guide for Small Businesses
Customer relationship management (CRM) analytics refer to the processing and interpretation of data within CRM systems. It offers valuable, data-driven insights into various areas of a business, including sales performance, revenue forecasts, and customer service—enabling small business owners to make sound decisions, understand customer behavior and increase their satisfaction and retention rate, as well as…
7 Essential CRM Reports Every Small Business Should Use
Reporting capabilities are one of the most valuable features of customer relationship management (CRM) solutions, giving teams an overview of their business performance. CRM reports help businesses track progress toward their goals, identify problems quickly, operate more efficiently, and sell smarter. The most essential of these reports include sales pipelines, sales performance, sales forecast, sales…
6 Best Insurance CRM Software 2021
Whether you’re an independent insurance agent, broker, or need a feature-rich customer relationship management (CRM) solution for your agency’s team, the best insurance CRM software can be your key to growth. We evaluated several CRMs to find the six best with features to help industry professionals prospect and nurture leads, track new deals and goals,…
The 6 Best Lead Management Software Products for 2021
The best lead management software creates efficiencies by automating tasks and workflows while increasing conversions using lead monitoring and nurturing tools. We’ve listed the six best lead management software products for businesses that want to organize and track leads, identify sales-qualified leads as potential buyers, and move leads through the sales pipeline more effectively. We…
6 Best CRM Certifications in 2021
Customer relationship management (CRM) certifications provide clients with proof you have undergone skills training, establishing expertise on specific CRM tools. They also help consultants attract new clients and open new opportunities for career advancement. We looked at several options, including their pricing and features, to provide you with the top six CRM certifications. The top…