Recent Articles

“Timeline” View For Contact Records

“Timeline” View For Contact Records

One of the many benefits of choosing BigContacts to manage your prospect and customer relationships is our unique “Contact Dashboard”. The Contact Dashboard allows you to easily capture and store all communications with your contacts—including notes, calls, meetings, tasks, files, photos, sales opportunities and EMAIL!

Bottom line:  You can manage your prospect and customer relationships by keeping track of all activity in a single, intelligent platform.

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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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Just Released: NEW Social Media Integration for BigContacts

Just Released: NEW Social Media Integration for BigContacts

Social Media continues to grow in importance for business as a way of helping you learn more about your customers and to connect more closely with your targeted audience.

Your customers and prospects continue to spend more time on these networks so it’s important to at least monitor if not join them in conversations over these networks. The benefits of participating in these conversations can be invaluable to your business in the long run. Whether it’s simply to expand your professional network, establish yourself as an industry expert or expand your brand and generate more leads – it’s well worth some investment of your time.

For some time now we’ve offered 2 different tools for connecting your BigContacts account with these important Social Media networks.

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Connect Webforms, Surveys & More to Your BigContacts CRM Account

Connect Webforms, Surveys & More to Your BigContacts CRM Account

For years, we’ve offered our customers the ability to connect their existing webforms to their BigContacts account.  While our webform connector allows for a great deal of customization, it requires that you know someone with a basic knowledge of HTML.  They insert some HTML code into your webform and use a special webform URL and key to automatically create a new contact record and load all sorts of information that you are capturing on your webform on your website.  In addition to loading all this information, you have several other options to automate your process.

  1. You can choose to have BigContacts instantly assign a task and email to followup on the new lead
  2. You can choose to have BigContacts automatically create a new sales opportunity to put them in sales pipeline as a new lead
  3. Finally, you can choose to have BigContacts automatically generate a single email reply or an entire series of emails to be sent to this new lead

All of this is amazing stuff and can do great things in helping to automate parts of your business, but may be more than some need and for others may be a challenge if they don’t have access to someone that knows HTML.  We’ve partnered with 123FormBuilder to allow anyone to easily create and embed a webform, survey, order form etc directly into your website or even your email signature to easily capture and load leads into your BigContacts account.

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Why Choose a CRM Solution?–5 Benefits to Consider

Why Choose a CRM Solution?–5 Benefits to Consider

For as long as there have been businesses and customers, there have been strategies aimed at keeping clients happy and loyal to a certain product or service. But as business processes have evolved and technology has begun to play a major role in how businesses interact with their clients, customer relationship management (CRM) has become a more pressing matter. Today’s customer demands a higher level of engagement throughout the entire customer lifecycle. Fortunately, this demand can be satisfied with a solid CRM software solution.

The basic aim of CRM software is to provide technologies to help you manage and analyze customer interactions and data from the initial customer contact forward with the purpose of improving relationships, increasing customer satisfaction, increasing customer retention, and ultimately, driving sales growth upward.

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