Articles tagged "CRM (Customer Relationship Management)"

5 tips to get the most out of Dreamforce—and stay productive

Salesforce users from around the world will come together for Dreamforce, the cloud CRM's signature conference. This global, hybrid experience includes keynotes, panels, lightning talks, and more.

How to automatically create tasks from forms and tickets

Automatically add leads to your CRM or email marketing platform

When someone fills out a form on your website or signs up to hear from you, it’s important to welcome them into your email platform or CRM quickly. Automation helps you do this quickly and accurately.

Modernizing marketing at a 56-year-old nonprofit

Amigos de las Américas had decades of success, but its systems hadn't been updated to support its mission in a modern way. Automation with Zapier helped them do that, without diverting funds away from youth leadership and service programs.

Spend less time on lead management with these tips

How much time do you think your team spends managing leads? If you spend more time sorting your prospects instead of working to make them paying customers, your lead management process may need a major overhaul. 

How to use marketing channel data to grow your business

When you can track your marketing campaigns and channels all the way through to customers signed and revenue generated you get a much better understanding of what’s working and what isn’t, which helps you decide where to increase spend and where to stop.

Easily get text alerts for your WhatConverts leads

Whenever you capture leads through marketing campaigns, WhatConverts lets you know which channels are your top performers. But you still need a way to act on them as soon as possible to keep leads warm. Here's the Zap that will keep you in the loop.

How to use Zapier to avoid duplicate entries in Zoho CRM

Lead generation is the bread and butter of digital marketing. If you've been generating leads for any length of time, you likely encountered a common issue: data duplication in your CRM. Use Zapier to keep that from happening.

Follow Up Boss: App spotlight

No real estate business is immune to dawdling—it can't be. Whether your prospective clients want to squeeze into a high-rise loft in Brooklyn or are upscaling to an airy condo in Florida (beachside, please), speed-to-lead is key.

Gmelius: App spotlight

Welcome to the world of modern work. It's a constant battle to keep your tools—and your team—in sync. Gmelius has devised a better way to bring all the benefits of the tools you use the most inside your Gmail workspace.