7 CRM Uses for PR

CRM Uses for PR

For public relations specialists, also known as communications or social media specialists, spreadsheets have always been the go-to for contact management, activity tracking, and so much more. In fact, many PR specialists still rely on these spreadsheets, which, unfortunately, means they are losing hours that could be better spent on other projects. The good news …

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CRM For Dummies

CRM For Dummies

As a successful insurance agent, you understand the importance of building trust and nurturing a relationship with your leads and clients. You understand how important it is to stay on top of your pipelines and the work of your team members. If you aren’t already using a CRM, chances are you have heard the term …

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What is a CRM and How Does It Work?

What is a CRM and How Does It Work?

The goal of every successful business is to maintain good relationships with its customers. Unfortunately, managing and tracking customers relationships with filing cabinets or spreadsheets can be time-consuming, taking time away from other important aspects of your business. The good news is, a customer relationship management (CRM) software allows you to streamline customer tracking, as …

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The 5 Best Slack CRM Integrations

The Best Slack CRM Integrations

If you are looking to improve the collaboration and productivity within your team, integrating Slack with customer service management (CRM) software may be the solution you are looking for. When these two powerful tools work together, you give your teams access to customer data, real-time sales updates, task management tools, workflow automation, team collaboration, and …

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