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Insightly vs Salesforce: Price, Features & What’s Best

By Kiara Harvey on November 4, 2019 | Sales, Sales Tools, Versus

Insightly and Salesforce each offer useful platforms for organizing project and sales-related information. Both customer relationship management (CRM) tools offer account, contact, and deal management utility. However, when comparing Insightly vs Salesforce, Salesforce is a better overall choice for small businesses. Insightly, instead, is a good option for solopreneurs and small teams managing complex projects….

7 Free Estimate Templates to Help You Win More Deals

By Jason Aten on November 1, 2019 | Sales, Sales Process, Templates

An estimate template is a reusable form that can be sent to customers to provide a breakdown of the costs associated with a project or product purchase. Estimates should include both the materials and labor involved, and these templates are designed to be easy to use for a variety of businesses. is a customer relationship…

InfusionSoft vs Salesforce: Price, Features & What’s Best in 2019

By Kiara Harvey on November 1, 2019 | Sales, Sales Tools, Versus

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…

Pipedrive vs HubSpot CRM: Price, Features & What’s Best in 2019

By Kiara Harvey on October 31, 2019 | Sales, Sales Tools, Versus

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

By Kiara Harvey on October 31, 2019 | Sales, Sales Tools, Versus

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

By Sheena Jones on October 30, 2019 | Sales, Sales Management, What is

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

By Lisa McGreevy on October 28, 2019 | Buyer's Guide, Sales, Sales Tools

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…

Zendesk vs Salesforce: Pricing, Features & What’s Best in 2019

By Sheena Jones on October 25, 2019 | Sales, Sales Tools, Versus

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

By Kiara Harvey on October 25, 2019 | Sales, Sales Tools, Versus

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…

6 Best Free Help Desk Software Options

By Jess Pingrey on October 17, 2019 | Buyer's Guide, Sales, Sales Tools

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

By Robert Watts on October 17, 2019 | Buyer's Guide, Sales, Sales Tools

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…

What Is Lead Distribution Software? The Ultimate Guide

By Jess Pingrey on October 2, 2019 | Sales, Sales Process, Ultimate Guide

Lead distribution software allows businesses to assign leads to sales representatives based on rules or specific criteria. It’s best for businesses that need to assign leads quickly because the faster you reach out, the more likely they are to convert into customers. Lead distribution systems range from free to more than $100 per month. While…

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