Insightly and Pipedrive are two leading customer relationship management tools (CRMs) offering contact and deal management, sales pipelines, and workflow automation. Although both are similarly priced, Pipedrive’s intuitive interface and easy-to-use features make it the better choice for most small businesses while Insightly is better for teams needing project management features. When to Use Pipedrive is…
All Sales Tools Articles - Page 17
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6 Best Business Card Scanner Apps 2019
Business card scanner apps are software tools allowing users to take a photograph of a business card and have the information converted to a contact. We looked at dozens of apps to find the six best options based on price, ease of use, reliability and accuracy, and contact management, arriving at the best overall. Top…
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Pipedrive vs Freshsales: Price, Features & What’s Best in 2019
Pipedrive and Freshsales are customer relationship management (CRM) software that includes contact management, Kanban-style pipeline tools, and customization options. Comparing Pipedrive vs Freshsales, both offer a range of plans based on the number of users and overall features. However, Freshsales is the only one of the two that offers a free forever plan. When to…
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4-Line Phone System vs VoIP: Which Is Better?
Traditionally, businesses wanting a robust business phone system required a four-line, landline-based phone system with an expensive private branch exchange (PBX). Recently, Voice over Internet Protocol (VoIP) phones have become low-cost and robust alternatives to these traditional four-line systems. This means that today, the best business phones are typically VoIP systems rather than four-line systems….
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6 Best Contractor & Construction CRMs 2019
Contractor and construction customer relationship management (CRM) tools help those in specialized trades like roofing or plumbing as well as residential or commercial construction companies manage contacts, bids and projects. We compared several industry-specific as well as general use options with tools like proposal and project management to determine the top six and overall best…
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6 Best Hospitality and Hotel CRMs for 2019
Hospitality and Hotel CRMs help niche industries like hotels, restaurants, and event planners manage customer relationships, bookings, and events in a single platform while providing a central system to also manage marketing and operations. We identified the top six from several options based on ease of use and specialized features designed for hospitality. Top 6…
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How to Complete a CRM Implementation in 5 Steps
Customer relationship management (CRM) implementation is the process of setting up and running CRM software. Careful planning is required to ensure the system’s setup, integrations, customization, testing, and reporting are aligned with company goals. A successful implementation involves all team members from the start as well as ongoing training to improve efficiency and user adoption….
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ERP vs. CRM: What’s the Difference?
CRM software helps businesses manage relationships with customers and prospects. Enterprise Resource Planning (ERP) software aggregates data so that businesses can manage and plan resources like staffing and materials. CRMs are used for sales and can be inexpensive with free options available, while ERPs are more robust and therefore more costly. Because ERPs are robust…
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Top 15 WordPress CRM Plugins 2019
WordPress customer relationship management (CRM) plugins are software additions that add CRM functionality and features to websites built on WordPress. These plugins are important because they offer affordable ways to capture leads, gain web insights, and promote sales. We’ve evaluated dozens of WordPress CRM software plugins and created a list of the top 15 for…
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11 Best Workflow Automation Software 2019
Workflow automation software allows you to create processes to handle repetitive tasks. For example, the software can send a response every time someone fills out a web form or copy and paste information from one system to another. We’ve identified the best workflow automation tools to help free teams to focus on the things that…
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13 Best Lead Generation Software for Sales 2019
Businesses use lead generation software to capture a lead’s information (usually from a website), and then build a database of contacts for the purpose of qualifying and converting those leads to customers. From embedded forms to software that manages drip email campaigns, here are the 13 best lead generation software for sales. 13 Best Software…
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6 Best Social CRM Platforms for 2018
Social customer relationship management (CRM) platforms combine traditional CRM software with social media management features, allowing businesses to better engage with prospects and customers online. We compared nearly 20 CRM options based on cost, ease of use and social features to find the top six social media CRM platforms platforms, including the best overall. Top…
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