Copper CRM Review

Among customer relationship management (CRM) software tools, Copper provides an easy-to-use option that’s best-suited for businesses that rely on Google tools and apps. Copper CRM works well for organizations looking to save a bit of money and don’t need the high-end services and features found with the top brand names in this category. Copper, previouslyContinue reading

Sage CRM Review

Sage is a software company that helps businesses with everything from accounting to HR.  As a result, its CRM tool is not its primary focus, and it’s not one of the best available.  While it has helpful marketing, sales, and customer service capabilities, Sage CRM falls behind in integrations and fails to present a clearContinue reading

The Beginner’s Guide to CRM Certification

CRM (customer relationship management) software has become a must-have in the modern business environment. These tools can drastically improve the way your organization deals with leads and customers.  From sales to marketing and customer support, CRM can improve KPIs across all departments. It’s one of the best ways to manage customer relationships while keeping themContinue reading

Zoho CRM Review

Finding good customer relationship management (CRM) software will help business owners to focus on building a professional customer service base. Zoho CRM software is an excellent all-in-one solution and a global leader in business SaaS. Because of this, it comes in at number three on our top list. Trusted by over 150,000 global businesses, ZohoContinue reading

Best Social CRM

Social CRM software makes the process of managing customer relationships across all your social media channels easier while bringing you closer to your customers. You can think of it as blending all the benefits of a customer relationship management tool with your Instagram, Facebook, Twitter, and/or LinkedIn. Thankfully, there are social CRM tools that canContinue reading

Best CRM for Gmail

For most businesses, their most valuable and important asset is their customers. So it makes sense that finding the right Customer Relationship Management software is vital to the success of your business. If you’re scratching your head thinking that this tool is going to be yet another app to add to your business tools, thinkContinue reading

Best CRM for WordPress

The best customer relationship management (CRM) systems allow you to move customers down your pipeline with ease. A CRM manages it all from a contact form sign-up to live chats that transition a lead to a paying customer. Some CRMs integrate perfectly with a WordPress site, making nurturing customer relationships through your site an evenContinue reading

Salesforce Review

Salesforce is one of those rare jacks-of-all-trades that actually masters everything. There’s a lot you can do in a single platform for every facet of customer relationship management (CRM): sales, service, marketing, commerce, and IT. And it’s not just multifaceted—it’s highly customizable and built with best-in-class technology. That said, depending on your company’s size andContinue reading

Microsoft Dynamics CRM Review

Microsoft Dynamics CRM gives you everything an enterprise business needs when it comes to customer relationship management software. It has excellent marketing and analytics features, though it lacks some of the basics. This software is made for people who already know Microsoft and don’t mind spending the extra time to get to know the platform.Continue reading

How to Build a Sales Dashboard

Sales dashboards are visual representations of your sales data. In theory, sales metrics are relatively straightforward—reps are either selling or they’re not. But as a sales manager or executive, you know that sales is actually much more complex than this. Businesses rely on data for strategic decision-making, and sales data is arguably the most important.Continue reading

How to Create a CRM System

CRM software has become a must-have tool for most businesses today. But some of the existing CRM solutions on the market just aren’t quite suitable for large businesses with complex needs. That’s why so many large organizations and enterprises are choosing to build a custom CRM from scratch, in-house. If you’re interested in building aContinue reading