Customer relationship management (CRM) software is often differentiated by features built for specific jobs or departmental roles. The most popular CRMs focus on functionality for traditional salespeople, but there are several other types of CRM on the market. Many are designed with core functions that support analytics, team collaboration, and business operations in addition to…
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6 Best Conference Call Services 2020
Today’s leading business conferencing systems make it quick and easy to hold large meetings among remote or distributed teams. They also include features such as call management and file sharing. We looked at several audio and video conference services on the market to determine the best six best based on a variety of use cases….
6 Best CRM Call Center Software 2020
The best customer relationship management (CRM) software for call centers combine internal and external calling tools with contact management features to provide a view of all customer touchpoints. We compared dozens of software options based on cost, integrations, ease of use, and phone system features to find the six best, including the best overall CRM…
6 Best CRMs for Mac Users for 2020
Customer relationship management (CRM) for Mac users helps teams organize and manage customer interactions using native macOS tools like Mail or Contacts. We looked at a variety of options and narrowed it down to the top six based on price, Mac-specific integrations, and ease of use to learn which ones stood out and which is…
The Top 12 CRM Features & Functionality Small Businesses Need
Customer relationship management (CRM) software offers a variety of tools to manage new leads, deals, and contacts. While most functionality is useful, only a handful are mission-critical. Here are the 12 CRM features that can mean the difference between your team closing the deal and losing it to a competitor. Important CRM Features & Functions…
17 Sales Forecast Templates 2020
A sales forecast template is a customizable document that helps you project future sales for your team. Online template costs typically range from free to under $100 and are usually designed for Excel or Google Sheets. To help you speed up your search, we’ve compiled this list of 17 designed for a variety of business…
6 Best CRMs for Outlook Integration 2020
Customer relationship management (CRM) and Outlook integration combines email, calendar, and contacts with lead and deal management. To determine the best CRM for Outlook integration, we compared dozens of options based on cost, functionality, and benefits (like the ability to create contacts and deals from within your inbox) to arrive at six great solutions and…
PBX Phone Systems: Definition, Cost, Features & Providers
Private branch exchange (PBX) phone systems come in the form of hardware and software that handle incoming calls and automatically routes them through a voice menu of options for different departments and extensions. Costs range from free options to thousands of dollars depending on the service. Other features include call transfer, scheduling, and more. How…
Sales Reports: The Ultimate Guide (+ Free Template)
A sales report is a summary of data displayed in a way that shows business owners how their teams and campaigns are performing. These reports can help organizations target and measure the right sales goals using spreadsheets or customer relationship management (CRM) software, and commonly include measuring sales activities, revenue, and leaderboards. Table of Contents…
6 Best QuickBooks CRM Options for 2020
Many customer relationship management (CRM) software programs integrate with QuickBooks to help businesses by consolidating customer and accounting information in one interface. We examined a variety of options to identify the top six based on criteria such as direct QuickBooks integration, ease of use, alerts, and notifications in order to arrive at the overall best…
RingCentral vs Vonage: Price, Features & What’s Best in 2020
RingCentral and Vonage are two different VoIP providers that specialize in business settings. Both offer features like SMS messaging and unlimited calling, but there are differences between the two. While RingCentral’s collection of features are bundled for the convenience of the user, Vonage’s plans are better for companies looking for a more personalized plan. When…
Business Landline Systems & What They Offer in 2020
Business landline setups transmit calls over the traditional copper landline network, which has been in place for more than a century. While expensive, these systems provide time-tested reliability, even in the event of a power outage. The fact they run independently of an internet connection also makes them an attractive alternative to internet-based services. Landline…