Tag Archives: CRM

CRM Project Management: Know The Top 4 Advantages

Chances are, you’re already using a customer relationship management (CRM) platform. You might even be using project management software, too.  But have you ever thought about using a platform that can do both?  Using a CRM platform with project management capabilities can be a real game-changer for several reasons. It can streamline your business processes, […]

CRM Database 101 Guide (with actual examples)

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 […]

What is a CRM? A Full Information to CRMs in 2022

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 a CRM solution, you can bring all the data you’ll need for your sales and marketing strategies into a single platform. It boosts your efficiency […]

A Information to CRM Dashboards (w/ examples)

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 […]

15 CRM Finest Practices For Extra Sales

An effective customer relationship management (CRM) system can transform your business processes and change your customer relationships. That’s the goal most marketing and sales departments have in mind — better leads, more sales, and higher lifetime values. But just setting up the software itself isn’t going to transform your business — you’ll have to put […]

What is CRM Advertising? The 3 Step Information

65% of businesses use customer relationship management (CRM) software. Why? Because CRM tools help businesses plan, manage, and track their customer and sales data. But what does this have to do with advertising? It’s a good question. The short answer is that it provides businesses with the insights they need to create tailored and personalized […]

6 of the most recent CRM traits to search for in 2022

No tool has made a bigger impact on sales than customer relationship management (CRM) software. Salespeople no longer have to flip through Rolodexes to pull up a contact’s details or waste time searching for hand-written notes. CRM software has become a sales powerhouse, giving companies a complete view of their customers and delivering actionable insights […]

How ActiveCampaign makes use of our CRM and automations to shut extra offers

For any B2B business, sales are inherently relationship-based. Every customer should feel special and feel that the people they interact with understand who they are, what they are trying to achieve, and how your company is helping them achieve their goals. At ActiveCampaign we pride ourselves on our deep understanding of every potential customer who […]