Zoho CRM and Salesforce are both excellent customer relationship management (CRM) software that offer lead management, deals and opportunities, and customizable sales pipelines. However, Zoho CRM proves to be the superior choice overall as it provides essential features at lower price points, has better support options, and is easy to use right out of the…
The 5 Steps of the CRM Process & Its Benefits
The customer relationship management (CRM) process refers to the steps and decisions businesses make to manage and improve their relationships with leads, prospects, and customers. CRM software is a useful tool in this process as it streamlines operations and customer interactions, making them more efficient and effective. In this article, we outline these steps and…
How to Use Zoho CRM in 7 Easy Steps
Zoho CRM is a customer relationship management (CRM) platform that allows businesses of all sizes to manage their sales, marketing, customer support, and inventory from a single system. To start using the platform, create a verified account, configure your settings, and import your data. Then, you need to integrate third-party apps, create workflows, and add…
What Is Lead Qualification & How to Qualify the Best Leads for Your Business
Lead qualification is the process of identifying, organizing, and nurturing incoming leads so you can focus your efforts on prospects best suited for the products your business offers. You need to collect and evaluate leads and move them through your marketing and sales process to produce the highest quality prospects to pursue. Lead qualification includes…
14 Small Business VoIP Stats
Traditional copper-based phone systems come with huge international costs and are also a pain to maintain and install. With voice-over-internet-protocol (VoIP) systems, you make all calls over the internet, and prices tend to be much more manageable. Thus, VoIP is the best business communications alternative for small businesses. In this article, we’re going to show…
6 Best IVR Systems for 2021
A solid IVR system eliminates the need for a live agent by accepting voice commands to help route customer calls. Great IVRs will also incorporate features like CRM integration and will also be available at the base plan of their business phone systems. We’ve identified the six best IVR systems to help you free up…
6 Best Call Center Phone Systems for 2021
Call center phone systems help companies improve the customer experience when clients call for support or sales. Business owners use call center software to take advantage of features, such as interactive voice response (IVR), integrations, and performance analytics. However, contact center services and options differ by provider. We looked at several solutions to uncover services…
6 Best Shopify CRM Options for 2021
Integrating Shopify with your customer relationship management (CRM) software allows you to create comprehensive customer profiles and relevant marketing campaigns based on their purchasing behavior. It also allows you to contact your customers directly without leaving the platform, saving time and effort. We compared several Shopify CRM software based on pricing and features to arrive…
6 Best Pipedrive Alternatives for Small Businesses in 2021
Pipedrive is one of the best choices for a small business CRM solution because of its affordability, sales-focused features, and 24/7 customer support. However, it lacks some popular features and capabilities, such as a free plan, advanced customization options, and predictive scoring. To find the best Pipedrive alternative, we analyzed several top providers and considered…
Sales Forecasting Software for Small Businesses: Examples & Uses
Sales forecasting software are tools that help businesses estimate future sales revenue based on data inputs such as current deals in the pipeline or annual demand of a product. There are three main ways businesses do this: by using specialized analytics applications, by taking advantage of reporting features in their CRM, and by using complex…
6 Best Mortgage CRM Software for 2021
Customer relationship management (CRM) software for businesses engaged in mortgage sales provide tools to manage essential documents, generate leads, and market their product offerings to a mass audience. Additionally, the best mortgage CRM systems integrate with various loan origination software (LOS) for managing applications. We evaluated various CRM software that work best for mortgage providers…
The 5 Best Retail CRM Software for 2021
Customer relationship management (CRM) software for the retail industry offers solutions to manage inventory, process payments, and build customer relationships through loyalty programs and marketing campaigns. Additionally, retail CRM systems help manage brick-and-mortar operations as well as ecommerce functions. We looked at various CRM software that work best for retail businesses and narrowed it down…