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Articles on CRM
How to Use Microsoft Excel for CRM
Posted May 27, 2014 by Greg Fisher
Learn the basics, and you'll be ready to use Excel for CRM. Here we will look at how you can turn Excel into a powerful CRM system with minimal effort and maximum efficiency. Read More
4 CRM Tools for SMBs You've Never Heard Of (But Should Be Using)
Posted May 16, 2014 by Kristin Crosier
Recent shifts in the CRM market are paving the way for a new generation of affordable, flexible, multifaceted sales platforms. Below, we explore four such examples of cutting-edge sales tools that your SMB might consider. Read More
From the Community: CRM with Email Marketing and Landing Page Tracking
Posted February 14, 2014 by Mark Aspillera
There's more to the sales process than sales calls. Let's answer this week's question by taking a look at how CRM with email marketing works and what a landing page is. Read More
How to Sell Homes Faster With CRM Activity Plans
Posted February 4, 2014 by Matthew Collis
CRM Activity Plans are a particularly useful feature of most real estate CRMs as they will help you sell homes faster and provide a higher level of service to your clients. This post from Matthew… Read More
From the Community: Best CRM for Education
Posted January 17, 2014 by Mark Aspillera
CRM isn't just for the sales team anymore. As of late CRM has been picked up by marketing, nonprofit donor management and other fields as a tool for keeping track of their outreach campaigns. This… Read More
From the Community: Main Criteria for Comparing Nonprofit CRM?
Posted December 13, 2013 by Mark Aspillera
It's easy to slip into the assumption that nonprofit organizations exist on some kind of different plain of existence, business-wise. If you're not out there to turn a profit you don't really have a need… Read More
How CRM Systems Can Enhance the Customer Relationship Process
Posted December 5, 2013 by Sarah Parkar
CRM software has become a vital resource. It’s a social media-charged and digitally expanding world in which we live, and your customers are aware of this. This article examines some of the ways in which… Read More
3 Ways to Use a Real Estate CRM to Generate Referrals and Repeat Business
Posted December 4, 2013 by Matthew Collis
It costs five times as much money, time, and energy to acquire a new client than to retain an existing one. A loyal client can flow a wealth of referrals and repeat business your way… Read More
From the Community: Alternatives to Salesforce.com CRM for Small-to-Mid-Size Companies
Posted November 8, 2013 by Mark Aspillera
With Dreamforce coming up in a few weeks we figured it was as good a time as any to address question of finding serviceable alternatives to Salesforce.com CRM! In his question Kevin M. asks: "What… Read More
The Best-Value CRM Software
Posted October 30, 2013 by Mark Aspillera
This week we move onto that stalwart of enterprise software, Customer Relationship Management (CRM). Successor to the old low-tech Rolodex, CRM has quickly become a digital home base for many a sales team. In doing… Read More