Customer relationship management (CRM) software for accounting professionals is designed to help accountants, certified public accountants, and bookkeepers manage work tasks like invoicing and billing. Using a CRM to manage both clients and their billing needs in a single platform that’s accessible to sales and marketing teams as well as the accounting department offers increased…
How to Use Google Voice as Your Business Phone Number
is a voice-over-internet-protocol (VoIP) system that gives users a secondary telephone number and allows you to make business telephone calls on any device that has an internet connection, including your computer, tablet, and smartphone. Although you can purchase a business license for upgraded features, Voice’s free version offers many basic telephony features benefiting professionals and…
Call Screening: What It Is & How to Use It
The term “call screening” is a broad phrase that refers to a telephone call handling technology. It allows you to decide whether or not you want to answer a call, block it, transfer it, and so on based on who is calling. In the past, this was done using hardware like answering machines and later,…
Call Whisper: What It Is & How It Works
Call whisper is a telephony feature found with many voice-over-internet-protocol (VoIP) providers. It is a call screening technique that triggers an automated message identifying the source of the call before offering you the decision whether or not you’d like to pick up the phone. Call whisper can also help you to track your callers’ locations…
5 Best Autodialer Apps for Business Professionals
Call center environments move quickly, making an autodialer an integral part of the workday. Used by organizations with a heavy call volume, there are many different autodialer apps to choose from. An automatic dialer, or autodialer, makes telephone calls in bulk using dialing software, making it easier on agents and more or less eliminating the…
6 Steps to CRM Implementation
Customer relationship management (CRM) implementation is the process of setting up and running CRM software. Most CRMs are easy to use, but careful planning is required to ensure that the system’s setup, integrations, customization, testing, and reporting are aligned with company goals and set your sales team up for success. Why You Need a CRM…
HubSpot vs Salesforce: Which One Is Best in 2020?
Both HubSpot and Salesforce provide customer relationship management (CRM) software that make it easier for marketing and sales teams to monitor and manage interactions with leads. HubSpot is more of a small business-friendly CRM for its ease of use and free-forever plan, while Salesforce is suited for small businesses that want the availability of advanced…
6 Best Call Center Phone Systems for 2020
A call center phone system can help teams handle incoming call traffic by answering calls and routing callers to the right extension, even when there is a high volume of incoming calls. They also can include advanced features like unlimited domestic calling and interactive voice response (IVR) features. We looked at the best call center…
Most Reliable VoIP Test Tools
It’s a wise idea to test your network before choosing a new phone system or upgrading an existing system, and to periodically check your bandwidth’s overall health. VoIP test tools report metrics like network speed, lag times, and data loss, which can tell you if your network can support VoIP phone technology or if it’s…
Conference Bridge: What It Is & How to Use It
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 Sales Management Software Options for 2021
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….
Best CRMs for Manufacturing: A Comparison Guide
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…