All What is Articles - Page 27

CRM Integration: The Ultimate Guide for 2019

By Chris Hawkins on May 14, 2019 | Sales, Sales Tools, What is | Comments (0)

CRM integration allows you to share information such as customer, contact, and lead details with other business software, meaning data can be viewed, updated, and shared across a company. This exchange of data can be done with a CRM’s native integrations tools, using a software-to-software interface, or hiring a third-party data integration services company. If…

Venture Capital: Definition, What It Is & Who It’s Right For

By Dennis Shirshikov on May 14, 2019 | Financing, Startup Financing, What is | Comments (0)

Venture capital focuses on funding startups with high growth potential in exchange for equity in the company. It’s a good option for startups needing $100,000 to over $25 million in funding to scale. To apply, you must find the right venture capital firm, pitch your company, and pass its due diligence process. What Is Venture…

CRM vs Marketing Automation: Definition, Cost & Providers

By Jason Aten on May 13, 2019 | Sales, Sales Tools, What is | Comments (0)

Customer relationship management (CRM) and marketing automation software are tools that handle different aspects of the marketing and sales process. Both software often include features of the other, though CRMs are used by salespeople and are focused on lead, customer, and deal management, while marketing automation is designed to help marketers generate and nurture leads….

Automatic Call Distribution: Definition, Costs, Benefits & Providers

By Robert Watts on May 13, 2019 | Sales, Sales Tools, What is | Comments (0)

An automatic call distribution (ACD) system is software that can answer your incoming calls and route them to a menu, a call group, or a single extension. It can also route calls based on the caller’s time, language, and other factors, making it especially helpful for call centers and other environments with high call volumes….

What is HD Voice Calling? Definition, Features & Providers

By Robert Watts on May 9, 2019 | Sales, Sales Tools, What is | Comments (0)

High definition voice (HD voice) is a technology found in modern telephones that provides clearer, more natural sounding audio when compared to traditional phone systems. This benefits virtually any user that wants to better understand their phone conversations and the feature is found in most modern voice-over-internet-protocol (VoIP) systems for no additional cost. What Is…

Certificate of Liability Insurance: How to Request + Sample

By Virginia Hamill on May 9, 2019 | Business Insurance, Insurance, What is | Comments (0)

A certificate of insurance (COI), sometimes called a certificate of liability insurance, is a one-page document that summarizes your coverage and can be used as proof of insurance. The form includes policy details such as coverage limits and effective dates, so business owners can find and share them easily without revealing other, more private information….

Angel Investors: What They Are & Who They’re Right For

By Dennis Shirshikov on May 8, 2019 | Financing, Startup Financing, What is | Comments (0)

Angel investors are wealthy individuals who fund early stage startups with their own capital. They do so for convertible debt or equity ownership. They also mentor, advise, and make introductions that benefit the business. Angel investment is best for early stage startups with traction after raising funding from friends and family. What Is an Angel…

Personal Loans for Business: Definition, Cost & Providers

By Tricia Tetreault on May 7, 2019 | Financing, Startup Financing, What is | Comments (0)

A personal loan for business allows you to borrow funds based on your personal financial condition and creditworthiness, making them a good fit for startup businesses. Personal business loans can include unsecured loans, home equity loans, and credit cards. Interest rates and repayment terms for personal loans vary based on loan type. can help you…

Lead Nurturing: Definition & Ultimate Guide

By Sheena Jones on May 6, 2019 | Account Management, Sales, What is | Comments (0)

Lead nurturing is a set of relationship-building activities in a series of sales funnel stages designed to turn cold prospects into customers. These activities include meetings, conversations, email exchanges, and social listening. Lead nurturing is great for businesses selling complex or pricey items requiring education and trust before prospects feel comfortable making a purchase. One…

Certified Payroll: What It Is & How It Works

By Charlette Beasley on May 6, 2019 | Human Resources, Payroll, What is | Comments (0)

Certified payroll is a weekly payroll report that must be submitted by employers who work on federally funded projects. It’s federal Form WH-347 and should be provided to the agency overseeing your contract to prevent losing funds. It lists details about every worker, like wages, benefits, and hours worked. It also includes a compliance statement….

What Is a CRM Dashboard? Definition, Cost, Features & Providers

By Jason Aten on May 3, 2019 | Sales, Sales Tools, What is | Comments (0)

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…

California Labor Laws: What Small Businesses Need to Know

By Laura Handrick on May 3, 2019 | HR Laws, Human Resources, What is | Comments (0)

California labor laws build off the foundation of federal laws that impact your business. What’s important when looking at labor laws in California is to be aware of local statutes that affect your workforce as well. These are often more favorable to the employee than federal or state laws. We’ll explain what you need to…