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How to Choose a CRM in 24 Ways (Step-by-Step Checklist + Free Guide)

How to Choose a CRM in 24 Ways (Step-by-Step Checklist + Free Guide)

Even in its early stages, your business needs effective customer relationship management to form lasting impressions and retain more customers. This is why choosing a small business CRM that seamlessly integrates with your existing processes is important.  Customer data can be used to optimize sales and marketing efforts. It can provide insights...

10+ Pipedrive Alternatives: Competitors & Similar Software

10+ Pipedrive Alternatives: Competitors & Similar Software

Pipedrive is a CRM tool that can help businesses visualize and manage their sales pipeline effectively. It is one of the most well-known names in the CRM industry, offering advanced features such as email marketing, automation, etc. However, its popularity alone cannot warrant its success for every enterprise. Every business has different...

12 Best CRM for Small Business in 2023

12 Best CRM for Small Business in 2023

CRM for Small Business is the hub of all the interactions and things happening in around the company, even if it is just starting. Every business in 2021 is trying to accomplish one goal – looking for avenues to stay better connected with their customers.  Whether it’s an established enterprise or a startup, staying committed to...

5 Effective Ways to Increase Sales Productivity

5 Effective Ways to Increase Sales Productivity

While more businesses are now pushing towards achieving bigger sales targets, very few of them are able to see actual results.  The reason- They tend to overlook a crucial aspect: sales productivity.  The productivity of sales representatives has a significant role to play in the success of any enterprise, regardless of its size or industry type....

Top 7 Ways CRM Software Helps You Manage Tasks & Workflow in 2023

Top 7 Ways CRM Software Helps You Manage Tasks & Workflow in 2023

‘Workflow’ is a term that is quite common in business circles. It encompasses a series of steps that can help accomplish certain goals.   While this knowledge is pretty common, what most people lack is an understanding of how to create and manage a custom workflow for their business.  To have a consolidated strategy of how to go about various...

How to Build a Custom Sales Pipeline: 5-Step Guide to Follow

How to Build a Custom Sales Pipeline: 5-Step Guide to Follow

How often have you heard sales professionals throwing around the term ‘Sales Pipeline’ when talking about potential opportunities? We’re guessing quite a few.  On these occasions, it can help to have a clear understanding of what a sales pipeline is and how it can affect your revenue. This blog covers how to build a sales pipeline to help guide...

10 Best Zoho CRM Alternatives & Competitors in 2023

10 Best Zoho CRM Alternatives & Competitors in 2023

Businesses that invest in a CRM solution are looking for a reliable tool that can be adapted according to their business needs.  While Zoho CRM has occupied the top ranks of CRM comparison lists for a long time, it isn’t the ideal choice for every business.  Every CRM tool has its pros and cons. What works well for one enterprise may end up being...

Measuring ROI for CRM: A Valuable Process

Measuring ROI for CRM: A Valuable Process

When a company is considering the purchase or upgrade of a CRM system, there is often a disconnect between the perceived value and the real value of CRM solutions. Because CRM does not directly lend itself to easily quantifiable analysis, it is often difficult to determine the ROI from using the best CRM software. Let’s look at a simple example...

6 Powerful CRM Reports to Run For Driving Sales

6 Powerful CRM Reports to Run For Driving Sales

Small business owners know that the most important thing is to make decisions based on data. It’s not enough to go with your gut to understand how your business is performing; you need hard evidence. The “hard evidence” is often referred to as Business Intelligence (BI). As the market moves more and more into the digital...