Recent Articles

Last modified: March 28, 2025

What Is a Retail CRM? The Ultimate Guide for 2025

Imagine this: you’re running a retail business, pouring your heart and soul into creating amazing products and experiences. But somehow, you’re still struggling to keep customers coming back. You’re losing track of who bought what and what their preferences are. Sound familiar? You’re not alone. As Jeff Bezos once said,
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Last modified: January 26, 2025

CRM Migration: A Beginner’s Guide to Moving Your Data

Customer relationship management (CRM) is about bringing together lots of pieces of information about customers and market trends, so you can sell and market more effectively. – Dave Chaffey CRM migration is often a necessary step to achieve that seamless flow of information, but let’s be real—it’s not without its challenges. Many businesses struggle with...
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Last modified: January 29, 2025

How to Simplify Webform Lead Generation With CRM Integration

Let’s face it—managing leads can get overwhelming. Collecting contact details, keeping track of where leads come from, and following up on time can easily get messy. That’s where CRM integration comes in to make things easier. By linking your webforms to a CRM, you’re not just collecting leads—you’re also automating the whole process, saving a...
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Last modified: May 6, 2025

5 Best CRM Workflow Automation Tools for Better Sales Management | The Ultimate Guide

Did you know that 70% of business leaders report spending 45 minutes to 3 hours a day on repetitive tasks, accounting for a significant chunk of their 8-hour workday? According to McKinsey, automation has the potential to boost global productivity growth by 0.8% to 1.4% every year. These numbers highlight a serious concern—time is being wasted on...
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Last modified: May 19, 2025

6 Essential Features to Have in Your Legal CRM and How to Use Them

It’s non-negotiable to stay organized, efficient and client-focused if you’re willing to run a successful law firm. To keep up with the modern demands of legal practice every day, you can not solely rely on traditional methods as it can make your firm lag. This is where having a Legal CRM (Customer Relationship Management) system...
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