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Conference Bridge: What It Is & How to Use It

By Robert Watts on July 8, 2020 | Sales, Sales Tools, What is

Conference bridging is very similar to a conference call. The difference between the two lies in who does the work. For example, a conference call requires the meeting host to manually dial participants and add them to the call. A conference bridge, on the other hand, allows participants to dial directly into a group call…

6 Best Mobile CRM Apps 2020

By Lisa McGreevy on July 1, 2020 | Buyer's Guide, Sales, Sales Tools

CRM application smartphone interface

Mobile customer relationship management (CRM) software allows salespeople to manage customer relationships on their smartphones by providing access to customer information, sales opportunities, and communication tools. We looked at dozens of CRMs with iOS and Android apps, and narrowed them based on overall features and cost to determine these top six mobile CRM apps. Top…

6 Best Sales Management Software Options for 2021

By Jess Pingrey on June 22, 2020 | Buyer's Guide, Sales, Sales Tools

Sales management software helps sales managers direct team efforts by tracking metrics, guiding activities, and monitoring performance. We evaluated dozens of options and narrowed it down to the top six. We evaluated them using key criteria such as activity tracking, monitoring, lead scoring and assignment, affordability, and ease of use to identify the best options….

6 Best CRMs for Mailchimp Integration 2020

By Christine Gomolka on June 22, 2020 | Buyer's Guide, Sales, Sales Tools

Man using Mailchimp on his laptop

Integrating your CRM with Mailchimp allows you to create email campaigns that laser-target your prospects. Mailchimp is one of the most widely used email marketing platforms for small businesses, so we took a deep dive into which CRMs offer the best integrations in 2020. We looked at dozens of CRMs based on features, price, and…

Best CRMs for Manufacturing: A Comparison Guide

By Lisa McGreevy on June 17, 2020 | Buyer's Guide, Sales, Sales Tools

CRMs for Manufacturing

Manufacturing companies use customer relationship management (CRM) software to track and document the sales process as well as manage customer interactions. However, manufacturers also need CRM features that are up to the task of tracking inventory, invoicing customers, and managing projects. We reviewed a variety of CRMs to learn which are best for the manufacturing…

Business Phone Number: Local Number, 800 Number, or Vanity Number?

By Robert Watts on June 8, 2020 | How To, Sales, Sales Tools

A business phone number is important because it represents your company. It also keeps your work calls separate from your personal presence. A business phone number can usually be set up in a matter of minutes and can take the form of a local number, a toll-free 800 number, or a customized vanity number like…

6 Best VoIP Headsets 2020

By Robert Watts on June 4, 2020 | Buyer's Guide, Sales, Sales Tools

man using voip headset

A VoIP (voice-over-internet-protocol) headset offers a hands-free option for making and receiving VoIP telephone calls. It has a built-in microphone so that you are free to do things like type or pull up support tickets while managing your phone calls. We compared several different headsets to find our pick for the best, looking at aspects…

6 Best CRM for LinkedIn Integration 2020

By Lisa McGreevy on May 6, 2020 | Buyer's Guide, Sales, Sales Tools

Contact relationship management (CRM) for LinkedIn integration turbocharges your processes by pulling data like job titles automatically and allowing you to communicate directly with leads through tools like LinkedIn Sales Navigator. We looked at several options to determine the best CRM for LinkedIn integration and found the six options for small to enterprise-level businesses. Top…

The 7 Best Professional Voicemail Greetings (+ Example Scripts)

By Lisa McGreevy on May 4, 2020 | Buyer's Guide, Sales, Sales Tools

Professional voicemail greetings are important because they are an extension of your brand, reflect your level of professionalism, and offer important information to your customers. To help you create a message for your business that really shines, we’ve outlined seven types of professional voicemail greetings with scripts that can be adapted for your specific needs….

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…

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…

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