Confused about the difference between CRM and ERP? Discover how each system can enhance your business operations in our ...
Each business varies from the other in terms of its processes and customer relationship. And with the need to manage these ...
In healthcare management, compliance with regulations is essential—particularly when it comes to safeguarding patient confidentiality. Healthcare practitioners are entrusted with the task of ...
I see it play out all the time in my line of work, where winning new business comes down to the little things—leveraging the right contacts at the right time. For example, this might mean making a ...
Discover a complete guide to CRM analytics, including types, benefits, key metrics, and software features that can help grow ...
Step 2: Find Your Team Members’ Needs It is important to identify exactly who will be using the system and why. Sales and marketing departments are generally the main users of CRM software ...
Software is only as good as the people driving ... To be the best, these CRM systems need an owner. Unfortunately many companies don’t invest in this person. And so they get the worst.
In article 1, we discussed what salespeople specifically like and dislike about CRMs. In article 2, we've put together a list of five CRM systems we think your salespeople would actually use. Though ...
The best CRM for QuickBooks integration ... as well as what to look for when searching for a system that is compatible with the accounting software.
Integrating the software with existing systems might call for additional equipment. Does the CRM workflow mean the sales or customer service teams will need new PCs, smartphones, or tablets?
Integrating the software with existing systems might call for additional equipment. Does the CRM workflow mean the sales or customer service teams will need new PCs, smartphones, or tablets?
Go for Capsule CRM if you want a system with a no-nonsense UI that's designed around the idea that not all businesses work the same way. It integrates with many of the major business software ...