Sales
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Insightly vs. Zoho: Which CRM is Best for Your Small Business?
Key Takeaways Insightly vs. Zoho CRM makes for an interesting matchup. Both sell their products in subscription tiers with affordable rates while offering an impressive amount of contact management, workflow automation, and reporting capabilities. Also Read: Zoho vs. Salesforce To help you make a more informed decision, this post will compare the two CRMs based…
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Not-for-Profit vs. Nonprofit: What’s The Difference?
Key takeaways The terms “nonprofit” and “not-for-profit” are often used interchangeably, yet they encapsulate distinct concepts with unique implications. This article aims to demystify these terms, offering a clear understanding of their differences and similarities. Grasping these distinctions is crucial for anyone looking to establish such an organization as they carry significant consequences in areas…
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The Only CRM Integration List You’ll Ever Need
As a businessperson, your success hinges on knowing your customers well. You likely get to know your customers through a variety of sources, be it through forms filled out on your website, verbal conversations, or social media. It would, of course, be impossible to remember all of this information about so many different people, so…
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POS Data Guide for POS Analytics
Point of sale (POS) data is a powerful tool that can improve sales, customer service, and marketing. See how to use POS data for analytics.
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Customer Retention Management: Strategies & Solutions
Key Takeaways Customer retention management is a process that is wholly important to maintaining your current customer base to the fullest extent possible while also ensuring that your business will continue to thrive. Turning to your CRM for customer retention might be the answer you didn’t know you already have. There are a number of…
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The Complete Guide to Strategic Account Management (2024)
Interested in cultivating customer relationships? Learn about strategic account management & tips to grow customer relationships.
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Simplifying the Lead Management Process in 2024
Taking the confusion out of lead management is easy with the help of the right process in place. Learn how to implement a lead management process in 2023.
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Top CRM Automations for Business in 2024
We review the top CRM automations for businesses of every size. See how to automate CRM to increase customer retention and save time for your company.
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6 Common Sales Mistakes to Avoid in 2024
Want to make sure your sales team is set up for success? Read the most common sales mistakes that reps and managers make and how to avoid them in 2023.
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Best Practices for Multichannel Customer Service (2024)
Multichannel customer service gives your clients more ways to connect with your company. The level of customer service and professionalism offered should remain consistent regardless of how customers decide to engage with your business.
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CRM Integrations: Everything You Need To Know (2024)
Unlock the power of integrations for your CRM system for greater productivity & efficiency. Learn about essential CRM integrations & explore the benefits.
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CRM Data Entry: Everything You Need to Know (2024)
Accurate and up-to-date CRM data entry is critical in successful customer relationships. Learn best practices of CRM data entry with this comprehensive guide.
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Best Healthcare CRM Software 2024
Track and manage patient data across all areas of the healthcare industry with the best healthcare CRM Software. Compare features & pricing from top providers.
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The Definitive Guide to Lead Qualification
Learn the fundamentals of lead qualification and uncover the key components of a successful lead qualification process. Increase conversion rates & ROI.
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What Are the Different Types of POS Systems?
What POS system type is right for your business? Read this comprehensive guide for an overview on all the types of point of sale systems.