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…
All Sales Tools Articles - Page 17
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….
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…
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….
What Is Live Chat Software: The Ultimate Guide
Live chat software allows a company’s service and sales teams to connect with website visitors in real time, providing an easy way to answer questions quickly. It is a relatively affordable technology investment—$15 to $80/user per month—that can help improve customer service response time and satisfaction and increase sales opportunities. If you’re looking for a…
4 Best Netsuite Competitors in 2019
Netsuite is a complex whole-operations package from Oracle. It includes customer relationship management (CRM) software combined with powerful related enterprise resource planning (ERP) tools. However, it is expensive and more feature-rich than what many small businesses need, therefore, we’ve compiled a list of the top six Netsuite’s competitors, and their benefits, to consider as alternatives….
Insightly vs Zoho CRM: Price, Features & What’s Best
Insightly and Zoho are two customizable and fully-featured customer relationship management (CRM) tools. While Zoho is the better choice for most small businesses out of the two based on its features and affordable plans beginning at $12 per month, Insightly is better for teams needing project management features with plans beginning at $29 per month….
B2B CRM vs. B2C CRM: What’s The Difference?
B2B businesses use CRMs to manage relationships with tools that facilitate and track deals and activities with client companies over long sales cycles. B2C organizations use CRMs to manage consumer-based relationships with tools maximizing interactions over shorter time periods. The difference is that B2B CRMs support complex organizational relationships while B2C CRMs foster individual relationships….
6 Best White Label CRMs
White label customer relationship management (CRM) providers enables agencies, consultants, and vertically-focused companies to rebrand customized software for resale or bundle it with other services for added client value. We compared several options based on setup fees, partner pricing flexibility, and features, arriving at the top white label CRM providers, including the best overall. Top…
How to Use Zoho CRM in 7 Steps
Zoho CRM is a comprehensive customer relationship management system designed for small businesses featuring robust contact and deal management functionality, as well as inventory, proposals, and order management. Getting started using Zoho is as simple as signing up for a plan, configuring the tool for data and your process, and integrating it with other programs….