Tag Archives: CRM

4 Goals to Set for Your CRM Technique

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 […]

43 CRM Terms You Need To Know

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 […]

How to Make a CRM Report (7 Reports You Can Use)

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 […]

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 […]

8 Steps for a Profitable CRM Rollout

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, […]

The 7 Greatest CRM Software program for Nonprofits in 2023

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 […]

The 6 Greatest AI CRM Software program for 2023

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 […]

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 […]

Join ALL of your e-mail accounts to your CRM and by no means miss an e-mail once more

Connecting your email accounts to the ActiveCampaign CRM helps sales teams save time and stay organized by keeping all communication with your contacts in one convenient place. In addition to syncing emails to and from the primary contact on an Open deal, ActiveCampaign has expanded its email sync feature to include all contacts, even those […]

Sam Michelson On CRM, Companions, Drip Campaigns & Private Conversations

In part one, we spoke about who Sam Michelson is and his business development techniques. In part two, we dive into CRM software and how they use it, including looking at a new piece of software for partner management. They use software for client task management but said they really need good partner software. Sam […]