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The Definitive Guide to Client Onboarding and Positive Customer Experiences

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Regardless of your business type or industry, a well-thought-out and structured client onboarding process is the secret to long-term customer retention. It’s where the rubber meets the road, and the initial relationship you’ve built with your customer before their purchase is put to the test. Why is customer onboarding essential?

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Should I Use a Consulting-Specific CRM? Find the Right CRM for Your Consultancy

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When you’re running a consulting services business, a good CRM is a must to streamline your client acquisition process and keep a good balance between landing clients and delivering services. But should you use a consulting-specific CRM or a general-purpose CRM? COMPARE Which CRM has the features you need?

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Best Practices for Implementing Commercial Real Estate CRM

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You need a solid account-based marketing (ABM) approach to get your potential clients interested, and this is where a customer relationship management (CRM) solution can come in handy. A CRM for commercial real estate can help you manage your accounts and implement a targeted marketing approach.

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Why building a custom CRM is almost always a bad idea

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If your company has a unique sales process or sells a variety of products and services, it can be tempting to build a CRM from scratch. In this article, we’ll dig into the nitty-gritty surrounding homegrown CRMs, including what a custom CRM is and the potential benefits and drawbacks of building your own.

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7 Must-Have Automated Documents for Sales Success

Companies are increasingly implementing technology to bring efficiency to their workforce. Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success.

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How CRM Data Can Enhance Tenant and Client Relationships

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As an experienced commercial real estate broker or leasing agent, you know that long-term customer relationships are the key to success in your business. Your tenants and clients have unique business challenges and the best way to become their favorite Landlord or Tenant Rep is to offer personalized services and exceptional customer service.

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Why CRM in Project Management Is Important for Business Growth

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Every project management team needs critical customer information and collaboration from other departments to be successful. Using a CRM in project management could be the answer you need for ultimate inter-departmental cohesion. Keep reading to learn more about CRM project management and what it can do for your team’s productivity.

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In the Race to Win More Customers, Sales Needs Digital Transformation

Salesforce users were surveyed about the forces shaping today's workplace. Discover the results and why investments in digital transformation and automation are pushing sales teams ahead.