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SalesOutlook

SalesOutlook is CRM software designed to support email marketing campaigns through Constant Contact, financial integration with QuickBooks and works fully embedded within MS Outlook and Exchange Server folder structures. The platform supports HTML or RTF email campaign formats, provides contact and lead categorization tools and is equipped with a library with 300 customizable email templates.

MyBusiness CRM

MyBusiness CRM is a web-based CRM software solution that can be customized to meet individual businesses’ needs. Right at the start, users can easily maintain records on customers, interactions and sales.

Are You Making the Most of Your CRM System?

After choosing and rolling out a CRM system, many businesses will leave it at that. But are they really making the most of their system? The answer for most businesses is “probably not.” The CRM system should be the main tool for your sales and marketing departments. It needs to be kept up to date, just not with the data it holds, but also how it is set up. Then you can make the maximum use of the data it holds.

How Integrated CRM Leads to a 360-Degree Customer View

If we’ve learned anything the past few years, it’s this: sales and marketing no longer exist in silos; they can’t afford to. According to Forbes, businesses who fully utilize their CRM systems increase sales by 29 percent. In a rough economy, it’s those little touches that a CRM system can bring to the table that allows companies to better serve their customers, but if CRM isn’t integrated with the back end financial data, companies aren’t getting a full view of their customers.

Zaal Contacts Journal

Contacts Journal is a simple CRM software solution that works across the iPad and iPhone. Each time a client meeting occurs, the program can take down meeting notes, display records of past conversations and set dates for future meetings.

Intelestream CRM

Intelestream CRM is a CRM software solution with a wide number of features to guide users throughout the sales cycle. At the start, the program can run full marketing campaigns and target messages by segments. As users enter leads into the product database, they can track all interactions, send out quotes and ultimately close deals.

Email Marketing: Using CRM to Get Relevant and Personal

If you’ve written off email marketing as being ineffective, you may want to think again. Email is one way you can stay in touch with your real estate database and remain “top of mind,” quickly and easily. It’s much more cost effective than many other marketing channels, such as direct mail and print advertising, and much of it can be automated.

3 Reasons to Separate Contract Management From Your CRM

Leveraging functionalities that are beyond a system’s scope is like trying to put a square peg in a round hole. Although the peg will never fit, many companies attempt to push their systems far beyond their originally intended scope in an effort to wring out every last bit of potential savings. Contrary to the integration craze, sometimes two solutions are better than one. Joe Alphonse states his case for separating contract management from CRM.

CRM Outsourcing: The Pros and Cons

No doubt, managing a business in this age of globalization and global competition isn’t a cakewalk. Moreover, continuous increases in expenditures have encouraged companies to opt into investing in managed services, including CRM outsourcing.

Swiftpage Act!

Act! is a CRM and email marketing software solution that helps users organize all lead details in a centralized location. At the start, users can easily pull up details for all open opportunities and leads. The program can then maintain sales reps’ calendars, meetings and upcoming tasks.