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 …
Years ago, customers would go to the local insurance broker when they needed a new or wanted to upgrade their current policy. Fast-forward to today, and everyone is looking for a quick solution to their needs, and no one has the time to schedule a visit with their local insurance agency. Instead, they turn to …
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 …
If you have decided to add a CRM to your business, chances are you have discovered hundreds of different solutions available. How do you know which CRM will fit your business needs? What CRM functions does your business needs? Here are some common CRM features and benefits. Core CRM features Core functions are those you …
As an owner of a growing business, you understand that building relationships with your customers is essential for success. This is where a good CRM can make a difference. But what is a CRM system? CRM stands for customer relationship management and is a technology designed to help your business manage all aspects of your …
CRM Tool Examples: Use Cases for a Growing Business Read More »
As a new company, chances are you understand the importance of customer relationship management. Nurturing and maintaining a relationship with customers is essential for your success. As your company grows, it becomes more difficult to manage customer interactions without a centralized platform, which can make a difference. Why do you need a CRM, and what …
The Importance of a CRM: Why Your Company Needs a CRM to Grow Read More »
As a small business that has to compete with larger, more established brands, building customer relationships is essential. While many small businesses may think adding a CRM is too expensive, the truth is a CRM system for small businesses is a crucial tool to help manage, build, and develop your customer relationships. But what exactly …
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 …
Customer relationship management (CRM) platforms are quickly becoming an essential component of sales planning in any business. As a business, your main goal is to build customer relationships and that process begins with the ability to track your customers’ data. Adding a CRM platform allows you to streamline this tracking process, as well as allow …
What is the Primary Objective of the CRM Process? Read More »
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 …