CRM Glossary & Definitions

CRM Glossary & Definitions

No one likes confusing business jargon.

But sometimes, when you are new to something (particularly with business software), it is inevitable.

Understanding CRM terminology is easy if you work with CRM software every day, but many clients and businesses are new to CRM systems so it can quickly get overwhelming and confusing.

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5 Ways to Save Time and Money by Implementing CRM software

5 Ways to Save Time and Money by Implementing CRM software

For both small businesses and large corporations, time is a precious asset. You need it for product development, marketing, and customer service. Implementing CRM software helps you save time in multiple ways and therefore offer better service to customers. Here are a few examples of how it makes your operations more efficient.

Predict trends and buying patterns

Businesses struggle to predict trends and buying cycles. They usually lack the necessary data for accurate predictions and estimations.

CRM software helps businesses in this regard by collecting data and offering relevant analytics. A recent ITProPortal article explains how the software uses past sales data to predict future trends and cycles:

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3 Ways For Financial Advisers To Improve Business With CRM Software

3 Ways For Financial Advisers To Improve Business With CRM Software

Many financial advisers don’t realize just how much money they are leaving on the table by not having CRM software in place. Even those who do have the software in place aren’t maximizing all of the key benefits it has to offer. CRM software can help transform sales, marketing and service all in one convenient package. Let’s explore these 3 ways For financial advisers to improve business with CRM software.

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Small Business Smart Selling Tips

Small Business Smart Selling Tips

Sales are important to every business, regardless of their size or the products and services that they offer. Sometimes, selling is a challenge for small businesses because of their inability to compete with larger companies or others in their industry.

Luckily, there are some simple things that any small business can do when it comes to selling. These smart selling for small business tips will help your business discover new ways to maximize the amount of selling and will help you become more profitable. Make sure that you rely on them with your business endeavors.

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BigContacts Offers Integration With QuickBooks Online

BigContacts Offers Integration With QuickBooks Online

If you use QuickBooks Online, you can now synchronize & view key information about your QuickBooks Customers – right inside your BigContacts account!

This new integration offers instant synchronization of important customer information between your BigContacts CRM and QuickBooks Online accounts.  In addition, you can view & access all  transactions that you create in your QuickBooks Online account in a special folder in each BigContacts contact record.  Finally, to save you time – you can access your QuickBooks customer records and transactions with a single click directly from the contact record in your BigContacts account.

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4 Easy Tools to Grow Your Small Business

4 Easy Tools to Grow Your Small Business

Customer growth is a topic that small business owners never forget. Always on the edge of breaking through in the main stream, many startup managers are looking for that magical tool that can help them become the “next best thing.” But we have some great news! To prove yourself in the market place and gain new customers, you don’t always need a magical wand. Here are 4 easy tools to grow your small business.

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