A WooCommerce CRM integrates with the WooCommerce software platform and helps ecommerce entrepreneurs manage and grow customer relationships to increase sales. We examined several options and came up with the top six providers using criteria like ease of use, affordability, support, and WooCommerce-specific features like ecommerce analytics, order management, and ecommerce marketing tools. Top 6…
Sales Email Templates & Examples That Actually Get Read
A sales email template, or standardized text designed to be used again and again with minor customization, helps reduce the risk of messages being sent without critical components such as your unique selling position or call to action. In addition, it is also a great tool to implement into your overall sales plan to ensure…
How to Set Up Insightly in 7 Steps
Insightly is an intuitive customer relationship management (CRM) software ideal for small businesses that want to combine both sales and project management. Setting up the CRM includes understanding its hierarchical structure, constructing a solid foundation with sales functions such as leads, opportunities, and pipelines, creating security permissions, and building custom reports and dashboards. 1. Learn…
Free Fax Cover Sheet Templates – PDF, DOCX, and Google Docs
A fax cover sheet is placed at the front of a fax and contains information like the date and the sender and recipient’s name. While cover sheets aren’t required, they’re a good idea to make sure faxes aren’t misdirected. To help, we’ve created free templates to download and customize along with tips for business faxing….
6 Best Call Tracking Software
Call tracking software allows you to identify where your inbound phone leads are coming from, whether it’s a print ad, online ads, or link from another website. We looked at a variety of call tracking software and compared them by price, features, and ease of use to determine the top six, including a best overall….
Call Logs: Definition, Cost, Features & Providers
Call logs are records of conversations kept as a way to track follow-up calls to prospects, document customer issues, and serve as a historical reference point for future conversations or kept for compliance purposes. Call logs can also be used as a performance measurement device to manage the efficiency of your company or call center….
What Is a CRM Dashboard? Definition, Cost, Features & Providers
A CRM dashboard is a feature of most customer relationship management software that provides at-a-glance reporting on important sales activities and performance metrics. It helps sales professionals by providing a quick look at the health of their sales pipeline and an overview of the tasks and activities they need to focus on next. is a…
Sales Automation: Definition, Cost, Features & Providers
Sales automation is a series of actions that eliminate the manual process of moving deals through a sales pipeline. It’s used by salespeople to save time and focus efforts on activities that drive relationships like conversations and appointments. Sales automation software ranges from full-featured CRMs with email campaigns, to workflow tools that connect different software….
Freshdesk vs Freshservice: Price, Features & What’s Best
Freshdesk and Freshservice are both Freshworks products, but designed for very different purposes. Freshdesk is customer-facing help desk software, priced from $0 to $109/user per month. Alternatively, Freshservice is internal IT help desk software used to manage your company’s internal IT support with prices starting at $19 to $99/user per month. When to Use Freshdesk…
CRM vs CMS: Definitions, Comparisons & Which is Best
Customer relationship management (CRM) tools and content management systems (CMS) are two types of software used for sales and marketing. CRMs help manage contacts and sales opportunities while CMS software is used to create and publish content on a website. Businesses use each for different aspects of marketing their business and selling products and services….
Insightly vs HubSpot CRM: Price, Features & What’s Best
Insightly and HubSpot are customer relationship (CRM) software with free and paid upgrades. Both include contact management, sales pipelines, and email integration, among other features. However, HubSpot CRM is more ideal for startups wanting a basic free CRM with unlimited users while Insightly is a better fit for businesses wanting combined contact and project management….
6 Best Webinar Software Options
Webinar systems help businesses stream multimedia presentations for training or sales purposes while the best also enable audience interaction. We compared 12 of the leading programs known for high-quality streaming and those offering advantages like polling, file sharing, or slideshow editing to determine the top six for small business and the best overall. Top 6…