Run with me here—we’re starting with an exercise. 🏋🏻♀️ Write down all of the workflow apps you use—from your email provider to spreadsheets to your CRM or tech stack. Now, can you write down all the tools your project manager uses? How about 2-3 other colleagues? If you ran out of space on your first page, you… Read More »
B2C sales may be all about emotion-driven transactions, but if you sell B2B, you need a more rational, calculated approach—and your customer relationship management (CRM) system must reflect that. Roughly 55% of CRM software users are B2B sellers. The problem is that common CRM tools are often B2C-oriented and may not be a perfect fit for B2B needs, which include handling… Read More »
Imagine spending precious time collecting daily status reports from each team working on a project, compiling that data, creating reports, and sharing them with stakeholders. The whole process leaves no time for strategic tasks. With automation, however, a tool collects the data, compiles, and formats it, generates reports and real-time dashboards and sends notifications to… Read More »
Success in the insurance business isn’t just about selling policies. It involves building trust, anticipating client needs, and creating meaningful connections at every step. This is where insurance CRM (Customer Relationship Management) software becomes your most powerful ally. It centralizes client data, automates key processes, and streamlines follow-ups to create more efficient, responsive workflows. What… Read More »
Powerful CRM (customer relationship management) software is a must-have for any business that prioritizes customer satisfaction. There used to be limited options for Apple devices in the CRM software market, but luckily, that’s not the case anymore! We’ll present you with a comprehensive list of the top 10 CRM software for Mac users. Whether you’re seeking a free… Read More »
Your inbox might be where the magic starts, but it’s not always where it stays. Hunting for follow-ups, juggling client details, and tracking sales can quickly get messy. That’s why pairing Gmail with a CRM is a no-brainer. It keeps everything connected, organized, and right where you need it—inside the inbox you use daily. 🔄… Read More »
Managing email marketing campaigns is complicated enough without having to invest in a separate tool to get the job done. That’s why you need a purpose-built customer relationship management (CRM) for email marketing teams. There are lots of these tools on the market, but which one is right for you? We’ve done the research to bring you… Read More »
Zoho is packed with features that revolutionize the way you work. Its unique ecosystem of 40+ apps lets you organize, manage, and monitor every business process, be it for marketing, finance, or customer support. If we’re talking project and client management, Zoho Projects and Zoho CRM are the two most sought-after apps under the Zoho umbrella. The former is… Read More »