Recent Articles

6 Steps for Real Estate Agents to Improve Sales with CRM Software

6 Steps for Real Estate Agents to Improve Sales with CRM Software

A common misconception about real estate agents is that they only work for a few hours a day. Any successful agent can verify that this is far from the truth. One of the main reasons for not achieving success in real estate is the same as in any other sales industry, the lack of a well-organized business plan and solid dedication to said plan.

CRM software can organize every detail of a good real estate business plan, and help you stay dedicated to it.

Here are 6 easy steps for real estate agents to improve overall sales with CRM software:

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6 Ways For Non-Profits Organizations To Improve Stakeholder Relationships With CRM Software

6 Ways For Non-Profits Organizations To Improve Stakeholder Relationships With CRM Software

We often get asked how our CRM software can help our nonprofit clients improve their relationship marketing efforts. Nonprofits know better than anyone the importance of keeping stakeholders informed. CRM software is great for fundraising in general because nonprofits don’t stay in business without a steady stream of grants and private donations. If funding sources dry up, nonprofits face extinction. That’s why we put together these 6 Ways For Non-Profit Organizations To Improve Stakeholder Relationships With CRM Software.

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CRM Best Practices: Sales Tracking for Small Business

CRM Best Practices: Sales Tracking for Small Business

Small businesses usually don’t have nearly as much bureaucracy as giant companies, and this is often a good thing. However, it also means that you and your employees can end up overwhelmed by trying to keep track of things that would normally be spread across several divisions. This leads to lost sales and missed opportunities as important contacts get lost in the shuffle.

Fortunately, there are ways to take control of the information that needs to flow into and throughout your business. Here are some sales tracking best practices for small businesses that will help you find out where leads are coming from and keep track of them throughout the sales cycle.

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3 Reasons Every Small Business Needs CRM Software

3 Reasons Every Small Business Needs CRM Software

As a small business owner or manager, you only have limited funds available to market your products. And too often, small businesses like yours choose to invest in more immediate promotional opportunities, thinking that they are better served getting the word out about a current promotion or new product than spending it on something less tangible, like a new (or their first) CRM.

But we’re here to tell you that investing your money in Customer Relationship Management software is not only beneficial, it can be absolutely crucial to your business success. So without further ado, here are 3 reasons every small business needs CRM software.

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3 Ways CRM Helps You Manage Your Tasks & Workflows

3 Ways CRM Helps You Manage Your Tasks & Workflows

CRM software comes with numerous features designed to streamline and effectively manage your tasks and workflows. CRM’s simple user interface allows you to automate many of your daily tasks while reducing the amount of errors and human mistakes.

Workflow automation is possibly one of the most popular features as it eliminates the time-consuming need to manually finish tasks. With it, you can streamline sales, marketing, and support process while eliminating redundant steps.

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