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Zoho vs Salesforce: Price, Features & What’s Best in 2020

By Jess Pingrey on May 4, 2020 | Sales, Sales Tools, Versus

Zoho and Salesforce are comprehensive customer relationship management (CRM) software that include lead and contact management, sales opportunities, reporting, and team management features. Zoho is best for small businesses that want a CRM that’s easy to use immediately, while Salesforce is a better fit for bigger businesses with a larger budget that need complex features…

How to Create a CRM Strategy in 7 Steps (+ Free Worksheet)

By Lisa McGreevy on April 30, 2020 | Account Management, How To, Sales

A customer relationship management (CRM) strategy is a company’s plan to use CRM software to help grow sales and improve customer service. It incorporates an overall business strategy with input from sales, marketing, and customer service. It also addresses all potential touchpoints that occur during the customer journey and includes goals, sales process, and technology…

Top 13 VoIP Phone Features for Business

By Robert Watts on April 28, 2020 | Sales, Sales Tools, What is

Leading voice-over internet-protocol (VoIP) systems include functionality beyond making and receiving calls. Automated attendants and video chat are just the start. There are also modules designed to streamline call management workflows, enhance collaboration, or improve the overall customer experience. This gives VoIP phone systems a major advantage over traditional landline systems. The VoIP features that…

Types of CRM Software: What They Are & Where to Find Them

By Lisa McGreevy on April 27, 2020 | Sales, Sales Tools, What is

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…

6 Best CRM Call Center Software 2020

By Lisa McGreevy on April 24, 2020 | Buyer's Guide, Sales, Sales Tools

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

By Lisa McGreevy on April 24, 2020 | Buyer's Guide, Sales, Sales Tools

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 CRM integrations, and ease of use to learn which ones stood out and which…

The Top 12 CRM Features & Functionality Small Businesses Need

By Lisa McGreevy on April 24, 2020 | Sales, Sales Tools, What is

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…

6 Best CRMs for Outlook Integration 2020

By Kaylee Strozyk on April 22, 2020 | Buyer's Guide, Sales, Sales Tools

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…

Sales Reports: The Ultimate Guide (+ Free Template)

By Jess Pingrey on April 21, 2020 | Sales, Sales Management, What is

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

By Jess Pingrey on April 21, 2020 | Buyer's Guide, Sales, Sales Tools

quickbooks crm

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…

6 Best VoIP Apps for iPhone in 2020

By Robert Watts on April 16, 2020 | Buyer's Guide, Sales, Sales Tools

Most of today’s leading voice-over-internet-protocol (VoIP) solutions offer softphone apps for iPhones and other mobile devices. We looked at the best VoIP apps for iPhone and evaluated them based on cost, features, and usability. We narrowed them down to the best six before picking a best overall solution. 6 Best VoIP Apps for iPhone for…

Best 6 Softphone Providers for 2020

By Robert Watts on April 16, 2020 | Buyer's Guide, Sales, Sales Tools

A softphone is software provided by your voice-over-internet-protocol (VoIP) provider, which allows you to make phone calls with no hardware but your computer, tablet, or similar device via a desktop app. We chose the six top softphone providers for businesses based on factors like ease of use, best features, and overall price. Top 6 Softphone…

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