Most sales teams know of or use a customer relationship management (CRM) system to nurture budding and existing customer relationships and track engagement across all company touchpoints. Its lesser-known cousin, the customer data platform (CDP), analyzes the data you collect about your customers across several sources to better understand their current behavior and predict future…
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How to Plan & Run a Client Meeting Successfully
Running a successful client meeting is one of the most important skills a salesperson can learn. Understanding your meeting purpose, building rapport, and engaging in productive conversations can be the difference between a meeting that gets you closer to closing the deal and a waste of valuable time. These steps will help you prepare and…
5 Best HIPAA-compliant CRMs for Healthcare
HIPAA-compliant customer relationship management (CRM) software is critical for healthcare organizations. This is because attracting and retaining new patients or clients needs to be a top priority for services to stay relevant and competitive. We identified the top five CRMs that comply with the latest patient privacy rules to help your practice or health-related service…
6 Best Auto-attendant Phone Systems 2020
An automated attendant is a feature that can greet callers and route them to preconfigured extensions without a human getting involved. Multilevel attendants also have the ability to route calls to external numbers. We looked at the best auto-attendant phone systems on the market and compared them based on overall cost, ease of use, and…
6 Best Social CRM Platforms 2020
Social customer relationship management (CRM) platforms combine traditional CRM software with social media tools that help businesses better engage with prospects and customers on websites like Facebook and LinkedIn. We reviewed a variety of CRM software that offer robust social tools alongside core customer relationship management features like sales forecasting and pipeline management to find…
How to Integrate Constant Contact With CRMs
Constant Contact is powerful email marketing software small businesses use for new and existing customer outreach and communication. Integrating Constant Contact with customer relationship management (CRM) software works by ensuring the most up-to-date contact information is synchronized between platforms. It also ensures your email campaigns use the most current email address on file, reducing bounce…
6 Best CRMs for Nonprofits 2020
Customer relationship management (CRM) software for nonprofits helps organizations like charities and churches raise money, manage donor outreach, and strengthen volunteer relationships. We reviewed a variety of CRMs specifically designed for nonprofits as well as general purpose solutions that are adaptable to nonprofit environments. Check out our top six CRM recommendations and our choice of…
Call Forwarding: What It Is & How to Use It on Any Device
Call forwarding redirects incoming calls to a desired extension or another telephone number. It is a telephony feature that exists on most smartphones and within most phone providers. Even landlines can forward calls, but you may have to use the hash button (or pound key) on your phone unless you are using a handheld phone…
What Is Emotional Selling & How Is It Effective?
While many people think that emotions have no place in sales and it’s logic that matters, that’s simply not true. All sales deal with some degree of emotion, making it of utmost importance for salespeople to recognize and understand. It’s critical for sales managers to learn about emotions that motivate customers and training sales reps…
6 Best Commission Tracking Software 2020
Commission tracking software automates the process of calculating and tracking commission and performance-based compensation. We analyzed 15 tracking options that eliminate manual spreadsheets and streamline the compensation process based on the ease of setting up commission formulas, affordability, and reporting features to determine the top six for 2020, including the best overall. How We Evaluated…
How to Set a Sales Quota in 6 Steps (+ Examples)
Sales quotas are targets set for individual salespeople and teams to measure performance, incentivize salespeople, and increase company revenue. Sales quotas are typically tied to sales volume, costs, profit, or specific sales activities like appointments or calls, and effective quotas are ones for which an average of 80% of your team or more should be…
6 Best Small Business VoIP Phone Service Providers 2020
Voice-over-internet-protocol (VoIP) systems are internet-based phone services that provide calling, texting, and voicemail features at lower prices compared to landline systems. Additionally, they typically provide advanced features like automated attendants, mobile apps, and video conferences. We looked at the best systems on the market and evaluated them based on pricing, features, and usability. 6 Best…