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How CRM Software Impacts Customer Engagement

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It’s easy to assume that once you’ve turned someone into a customer, your work is done. To keep them a customer, you must continue to engage them. For that reason, you’ll want to measure customer engagement continuously. In that case, you could reoptimize your email campaigns through your CRM. Why segment your customers?

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10 of the Best Lead Generation Software Tools for Your Business

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It’s simple — lead generation software. Choosing lead generation software can be tricky, though, with so many tools to choose from. Keep reading as we cover everything you need to know about lead generation software, from the top platforms available to how to choose one for your business.

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Should I Use a Financial Services-specific CRM?

Nutshell

But does that mean you should use a financial services-specific CRM over a general-purpose one? Read on to learn the differences between CRMs for financial services companies and general-purpose CRMs and which one would work best for you! Advantages of financial services-specific CRM What is a general-purpose CRM?

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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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Software for Startups: What’s Your Tech Stack?

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But nowadays, with modern software for startups, getting your small business off the ground is easier than ever. Whether you want to sell or scale your business, here are the software tools to make a productive tech stack for your startup. Read on to learn more about each type of startup software.

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9 key benefits of using CRM Software

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Odds are, you’ve heard of plenty of marketing different tools you can use for your business. Some of those tools are for automation, others are for analytics, and still, others are for design. But one of the most important tools to use in your business is a customer relationship management (CRM) platform.

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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.