Content creators, marketers, bloggers, podcasters, social media managers, and other flavors of creators are always thinking about how to best manage the relationships they have with their clients, customers, sponsors, partners, and collaborators. If you’re a creator yourself, have you thought about how to do this as your business scales? For content creators with smaller […]
Today’s sales pipelines can have dozens of touchpoints. Keeping up with your customers is a challenge for any business, and even more so for small businesses and solopreneurs. But with customer relationship management software, you can bring all the data you’ll need for your sales and marketing strategies into a single platform. It boosts your […]
Do you have any of these business goals? Reach more people Retain more customers Make more of an impact Sell more products Make more money You need to reach these goals in a sustainable way. A big piece of that involves putting processes in place to get — and stay — organized. Sure, spending hours […]
There’s a lot to juggle in the world of Customer Relationship Management (CRM). This condensed encyclopedia will decode the alphabet soup essential for sales professionals to master the CRM language. We’ve outlined the crucial vocabulary and acronyms, equipping you with the knowledge to navigate the CRM world like a seasoned expert. Whether you’re a sales […]
Here are 7 types of CRM reports: CRM pipeline report Profitability report Sales cycle report Sales performance report Sales forecast report Sales conversion report Goal progress report A CRM report goes by many names, and there are a variety of report types you can use for your business. Just one thing… Do you know how […]
CRM dashboards provide a centralized view of your business’s data, sales, and key performance indicators. Your customer relationship management (CRM) solution contains a wealth of essential data on your customers, leads, in-progress deals, marketing campaigns, and more. But it’s not enough just to store that information. You need to be able to access it quickly […]
Using a CRM (customer relationship management) platform is pretty much standard practice—91% of businesses with more than 10 employees use one. But what’s less common is building a comprehensive CRM implementation process. Commonly, business leaders sign up for an account with their preferred CRM platform and then throw access to their department leaders (sales, marketing, […]
Today, you have a long list of CRM software solutions to choose from and it can be overwhelming and time-consuming to decide which will best suit your business needs. Aimed specifically at nonprofits, this article will explore the best CRM software for nonprofits and equip you with the knowledge to choose the solution that will […]
Are you trying to improve your customer relationship management process and don’t know where to start? It may be time to consider enlisting the help of AI CRM software. Today, there are a variety of solutions available to you but it can be difficult knowing which will best help you strengthen your CRM process. In […]
Successful businesses are built on strong relationships. And that means really understanding your customers and prospects. What problems do they have? Where are they in the customer journey? What products are they most likely to purchase? Answering those questions requires data. More data than a spreadsheet or series of emails can handle. What you need […]