Articles tagged "CRM (Customer Relationship Management)"

Salesforce Tutorial

When it comes to customer relationship management (CRM) software, Salesforce is one of the most powerful and flexible platforms on the market.

Close More Sales with Copper: 5 Teams Share Their Tips

It's easy to keep track of client relationships when you're just starting out, but those Post-It notes and memory tricks can't scale with your business.

5 productivity resolutions to help you save time at work

With the end of the year nearing, it’s time to start thinking about the things you want to accomplish in the next. New Year’s resolutions aren’t only for personal development; they should also be for your professional development.

3 ways to automate your personal fitness business

If you're a personal trainer working with a diverse group of clients, you have a ton to keep track of. From managing your marketing efforts to making sure your clients get a unique, challenging workout each week, there are a lot of moving parts.

How to Create Reports and Dashboards in Salesforce

One of the features that makes Salesforce one of the most powerful Customer Relationship Management (CRM) platforms is its robust reporting and data visualization.

How to use Pipedrive

For small and medium-sized businesses, finding a simple, affordable, easy-to-use customer relationship management (CRM) system can be a challenge. This is precisely the market need that Pipedrive CRM seeks to fill.

How to Create a Campaign in Salesforce

As a cloud-based customer relationship management (CRM) tool, Salesforce was originally designed to help businesses keep track of sales-related data like leads, contacts, accounts, quotes, deals, and opportunities.

How to Send Gravity Forms Responses to Salesforce as Custom Objects

Data input isn't anyone's idea of a good time, especially when it means copying and pasting information from one application to another. If you're routinely grabbing responses from Gravity Forms and pasting them into Salesforce as custom objects, stop.

Steal This Workflow: How to Save Hours Every Week with Webhooks

You’ve seen them hiding in your app’s settings, promising to send notifications, sync data, and connect to other software you use. Webhooks. They’re the mysterious extra in so many apps.

A Growing Startup Uses Automation to Keep Its Team Small

On the cosmic scales, the benefits of having a growing company far outweigh the negatives. It means your product resonates with an audience, that you're doing something right.