InfusionSoft and Salesforce are customer relationship management (CRM) tools that can help teams manage marketing and sales activities. InfusionSoft is good for businesses wanting affordability without sacrificing either marketing tools or quote management. However, Salesforce is better for teams looking for comprehensive and customizable reporting functionality that empowers individual sales reps with actionable information. When…
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Pipedrive vs HubSpot CRM: Price, Features & What’s Best in 2019
Pipedrive and HubSpot both help small businesses manage leads and activities driving sales. We evaluated both customer relationship management (CRM) tools and found that while HubSpot CRM is good for businesses wanting a free tool that is easy to use, Pipedrive’s unique pipeline view makes it a better choice for teams focused on closing deals….
Pipedrive vs Zoho CRM: Price, Features & What’s Best in 2019
Both Pipedrive and Zoho CRM provide customer relationship management (CRM) services, but the tools differ in their approaches. In our comparison of Pipedrive vs Zoho CRM, we found that Zoho CRM is great for organizations that just want a low-cost but scalable CRM, while Pipedrive is better for teams looking to manage information visually. When…
Sales And Operations Planning: A Guide for Small Businesses
Sales and operations planning (S&OP) is a set of activities undertaken by entrepreneurs or senior leadership to coordinate sales functions and product fulfillment. Its purpose is to proactively ensure customers’ needs are met throughout the sales life cycle. It’s great for organizations with complex sales cycles. Benefits include satisfied customers and productive sales teams. For…
Slack CRM: 6 Best CRMs That Integrate With Slack
Customer relationship management (CRM) tools that integrate with Slack, a web-based communication service, centralize conversations, and file sharing between users and user groups. The integration reduces the time spent toggling between applications and reliance on email. We evaluated a variety of Slack CRMs and compiled a list of the six best options, including the best…
How to Give a Killer Product Demo in 9 Steps
To drive new sales, you need an effective strategy for sharing what makes your company different, demonstrate expertise, and build trust. To help showcase your company and product in the best light, encouraging prospects to see your product as a viable solution, we have created this nine-step guide on how to do a product demonstration….
Zendesk vs Salesforce: Pricing, Features & What’s Best in 2019
Zendesk and Salesforce both offer feature-rich CRMs to help growing companies manage relationships and sales activities. Zendesk’s CRM, Zendesk Sell, starts at $19 per user, per month, offering calling features great for mobile salespeople. Salesforce’s entry-level tier, Salesforce Essentials, starts at $25 per user, per month, featuring customer-facing support tools perfect for new businesses. When…
Microsoft Dynamics vs Salesforce: Price, Features & What’s Best
Microsoft Dynamics 365 and Salesforce are customer relationship management (CRM) platforms that can work for some small businesses but are, in most cases, better suited for larger enterprises. When comparing Microsoft Dynamics vs Salesforce, we found that Dynamics 365 is good for managing operations in Microsoft-dedicated environments, and Salesforce is the better choice for sales…
8 Outbound Sales Call Script Examples With Proven Results
Outbound sales call scripts help sales reps have productive conversations with customers. Writing and practicing sales call scripts involves understanding your product or services and knowing how to engage a prospect, uncover their pain points, and effectively close deals. We’ve included eight free outbound sales call script examples for a broad range of situations. Once…
6 Best CRMs for Agencies 2019
Every agency is different and has individual needs for managing customer relationships and marketing activities in a CRM. We’ve analyzed 12 CRMs for agencies and developed a list of the top six CRMs that help both small and full-service providers manage their business based on features such as customer support, ease of use, and affordability….
6 Best Free Help Desk Software Options
Help desk software provides a way for customer service agents to manage, distribute, and solve support tickets or requests for help quickly. We looked at a broad range of free help desk software to collect the six best options for small businesses based on six features, including multichannel support related to the user experience. Top…
6 Best Customer Portal Software to Help Your Customers
Customer portal software helps you build and deploy secure online digital environments for customers to interact with your business. Portals give customers the ability to log in, access information, and communicate with your employees over the web. We looked at the best customer portal software and evaluated them based on pricing, features, and usability. Top…