Category CRM

How to Use CRM Software

How to Use CRM Software

When you first open a new business, manually managing your leads and customer information through spreadsheets may be manageable. However, as your business grows, this is no longer an effective and efficient method for management. At this point, a customer…

Importance of CRM in Sales Forecasting

Importance of CRM in Sales Forecasting

Sales forecasting is an important tool that plays a major role in the success of your business. Providing accurate sales forecasts allows you to make better business decisions when it comes to goals, budgeting, prospecting, and much more. Unfortunately, for…

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…

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…

17 CRM Features and Why You Need Them

CRM Features and Why You Need Them

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…

The Importance of CRM for Your Business Growth

The Importance of a CRM: Why Your Company Needs a CRM to Grow

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…

Why Should a Small Business Utilize a CRM?

Why Should a Small Business Utilize a CRM?

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…

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…