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CRM Software Articles

Recent Articles

May 18, 2022 | By DP Taylor

How You Can Generate Sales Leads for Your Small Business

Generating sales leads is vital to the success of any business. The Ascent shares a few ways you can increase leads to boost sales.
May 18, 2022 | By DP Taylor

How to Use Google Sheets as a CRM

Google Sheets is an online spreadsheet software that can function as a CRM for your business. Here's how to use Google Sheets as a CRM for your business needs.
May 18, 2022 | By DP Taylor

How to Track Lead Status to Maximize Sales

Getting qualified sales leads is an important factor in the sales process and should be tracked. Implement these best practices to know the status of your leads.
May 18, 2022 | By DP Taylor

Sales Enablement 101: How to Help Your Team Convert More Leads

Sales enablement ensures the sales team has all the tools, resources, and training to sell efficiently. Make sure the software you choose has these three tools.
May 18, 2022 | By DP Taylor

A Guide to Finding the Best CRM Help Desk Software

CRM help desk software helps your small business develop relationships with customers. Look for the following features when choosing CRM help desk software.
May 18, 2022 | By DP Taylor

7 CRM Features of monday.com That Can Help You Build Your Business

The monday.com CRM platform helps take your sales team to the next level with its tools. Here are seven monday.com CRM features that can help manage customers.
May 18, 2022 | By DP Taylor

9 Best Practices for Building Relationships With Clients

Relationships with customers involve building trust, showing concern, research, and consultation. Here are nine tips to help enhance your client relationships.
May 18, 2022 | By DP Taylor

5 Best Open-Source CRMs for Small Businesses in 2023

If you want to customize your software for your sales team, an open-source CRM will do the job. Here are the five best open-source CRM options for your business.
May 18, 2022 | By Jimmy Rodela

A Beginner’s Guide to the Customer Discovery Process

The customer discovery process helps your business get a deeper understanding of your customers. Here's how it can help with your customer acquisition strategy.
May 18, 2022 | By DP Taylor

A Step-by-Step Guide to Local Lead Generation

Local lead generation traffic sources include social media, SEO, and internet ads. Here are five tools you can use to generate sales leads for your business.
May 18, 2022 | By Jimmy Rodela

A Beginner’s Guide to Customer Equity (and Why It Matters)

Customer equity is the value your existing and future customers will generate for your business. Here are three strategies to help you improve customer equity.
May 18, 2022 | By Katie Navarra

Heat Up Your Business Sales With Warm Leads

When a customer is interested in your product or service, he or she is considered a warm lead. The Ascent outlines six strategies to generate warm leads.
May 18, 2022 | By DP Taylor

11 Ways to Generate Targeted Leads for Your Business

Is your lead generation campaign slowing down or not producing the desired results? Here are some fresh ideas to generate targeted leads for your business.
May 18, 2022 | By DP Taylor

How to Use monday.com for Your Marketing Project Management Needs

monday.com is a big player in the project management space, but how is it for managing marketing campaigns? Here are nine tools that will help manage your campaign.
May 18, 2022 | By DP Taylor

CRMs vs. CMSes: Use Both to Grow Your Business

CRMs and CMSes are two vital platforms that focus on the sales and marketing part of your company. Here we break down how using both can help your business grow.
May 18, 2022 | By DP Taylor

The 7 Best CRMs for Mobile Users

If you're always on the move, the best way to keep in touch with clients is with a mobile CRM. Here are the best CRM apps for communicating with customers via mobile.
May 18, 2022 | By Jessica Elliott

How to Use a Lead Generation Funnel to Improve Sales

A lead generation funnel is a tool that is used to drive traffic, qualify leads, and boost sales. Learn how to create an effective funnel for your business.
May 18, 2022 | By Jessica Elliott

MQL vs. SQL: Understanding Marketing Qualified Leads

A marketing qualified lead (MQL) has taken some type of action on your site and entered the lead generational funnel. Learn the five steps of the MQL process.
May 18, 2022 | By Jessica Elliott

Create a Winning Elevator Pitch by Learning From These 4 Examples

You should practice your elevator pitch so often that it feels natural and convincing. Here are four elevator pitch examples to help you craft your own.
May 18, 2022 | By Kathleen Carroll

7 Best Practices for Successful Lead Management

Your small business should implement best practices for lead management in order to drive sales. Here are seven steps to effectively manage your sales leads.
May 18, 2022 | By DP Taylor

How to Create a Sales Plan (Plus a Template)

A sales plan outlines the tactics on how your small business will go about finding and closing new customers. Learn what to include in a sales plan.
May 18, 2022 | By Mark Roy Long

A Beginner's Guide to Pipedrive Workflow Automation

Extend Pipedrive's power when you incorporate workflow automation. Here are three Pipedrive workflow automation features to facilitate your sales strategy.
May 18, 2022 | By DP Taylor

A Beginner's Guide to Agile Marketing

Agile marketing aims to increase the speed and flexibility of marketing efforts in the organization. Learn how to implement agile marketing in your business.
May 18, 2022 | By Mark Roy Long

A Small Business Guide to Pipedrive LeadBooster

Pipedrive's LeadBooster add-on can enhance your lead prospecting and qualification process. Learn how to qualify more leads faster with this add-on tool.
May 18, 2022 | By Mark Roy Long

A Beginner's Guide to Pipedrive Reports

Pipedrive reports give you insight into your sales pipeline to identify areas of strength you can leverage. Learn how to create powerful Pipeline reports.