Tag - CRM

Salesforce Essentials Launches Today – Easier to Implement Sales and Customer Services Tools for Small Business

Successful business is about 4 things. The products (or services you offer), the team that helps you executive them, the processes and systems you have in place to make it all happen and most importantly your ability to deliver exceptional customer service to your customers. In order to make this happen, winning company implement CRM...

Salesforce Makes Offering Specific To Smaller Business Owners – #DreamForce2017

Every growing business, that's serious about taking care of its customers, anticipating their needs, managing growth (including inventory, sales and more) must have a CRM system. This CRM system should including intelligence, marketing automation, lead scoring and more. Today at Dreamforce, Salesforce launched Salesforce Essentials, give an "out of the box" experience to every business...

what is a crm

What is a CRM? GetuWired Co-founder Dobbin Buck Breaks it Down for Us

Quite often when you toss out the term “CRM” to large groups of small business owners, their eyes glaze over, and they get a questionable look on their face. What the heck is a CRM? CRM, or Customer Relationship Management refers to the practice, strategies, and technologies that businesses use to manage their customer information...

Making CRM and Integral Part of Your Small Business Team

Making CRM an Integral Part of Your Small Business Team

Want to build a better small business? Then it is time to build your TEAM! A team, however, doesn’t just consist of the employees, subcontractors, and freelancers you hire who can help you with the things you don’t know how to do, don’t have time to do, or just plain don’t want to do....

How to Use a CRM to Close the Gap Between Sales & Service

How to Use a CRM to Close the Gap Between Sales & Service

For me, the importance of having connected sales and service teams can be summed up in one frustrating experience I had as a consumer. I was a long-time loyal customer of a particular company and called for assistance with a relatively routine issue. The service rep did not have access to my sales record...

Taking Your Business from Humble Beginnings to International Ambitions with Help from a CRM

Growing Your Small Business from Humble Beginnings to Global Ambitions with Help from a CRM

This article is published in partnership with Insightly, providing CRM and project management solutions for small business owners. Could your business use an efficiency makeover? With the full year ahead of us, 2017 is the perfect time to evaluate business operations and find technological solutions that can help you become more organized, productive, and profitable....

How a Michigan Company is Using Insightly CRM to Increase Communications and Sales

How a Michigan Company is Using Insightly CRM to Increase Communications and Sales

This article is published in partnership with Insightly, providing CRM and project management solutions for small business owners. Customer Relationship Management, or CRM, is an integral part of any small business looking to optimize their ability to manage prospects or leads through a sales funnel to becoming a customer. A strong well-managed CRM then allows...

Out with the Old, In with the New: How To Upgrade to a New CRM

Out with the Old, In with the New: How To Upgrade to a New CRM

Businesses today are run very differently compared to the businesses of old. Once upon a time, to keep everything in order, your office needed to be filled with filing cabinets, boxes, and clutter. And those filing cabinets, large and unwieldy as they were, were filled with paper copies of everything - often in duplicate,...