Here's a video to help you get started in using CollabSpot Insights, a Google Chrome extension that lets you manage Highrise contacts, notes, and deals in Gmail. It's an indispensable tool for people using Highrise, Gmail, and Google Chrome.
As a template, our software comes ready-to-use as a turnkey CRM solution, yet it's also configurable. Make it as easy or complex as your business needs demand. This video is an introduction of the major components and modules in this value-packed, user-friendly CRM system.
SharePoint CRM Template's powerful plugin for Outlook makes managing your email communications with business contacts a breeze. Create new CRM entries from Outlook with the just the click of a button!
Something that is sometimes confusing to salespeople when using a CRM database is this question: What is a lead? Here we explain how SharePoint CRM Template can be used to manage both leads AND opportunities.
We're taking a quick tour of several features within Affinity and showing off how the basic system and navigation is set up to help you get work done more quickly. In this video we'll look at sections in the CRM, E-Commerce and Order Management systems.
Get to know more about FuzeDigtial and the Fuze Suite
The Fuze Suite is an offspring of social CRM (SCRM) and E2.0 technologies that blends multi-channel support with online community technology to create a one-of-a kind solution.
See how the Fuze Suite enables organizations to provide a support and communications channel to customers, members, partners, staff and other stakeholders.
Mark Canes, Blue Link President talks about how Blue Link makes a difference for distributors
This is an overview of the LeadMaster web-based SalesForce CRM system.
A customer case study in interview format.
Check out the Deals tab in Nimble.
Watch this video to learn how to create custom fields in your Nimble account.
A general overview of Nimble. Watch this tutorial to get started.
Asana's inherent versatility means that it can be used for a wide variety of purposes in addition to project and task management, including customer relationship management.
Asana's versatility allows us to use it for a wide variety of work, from simple lists to complex projects. One of our favorite uses for Asana internally is for tracking our applicant pipeline.
Introduction to Asana, the modern way to work together.