Articles tagged "CRM (Customer Relationship Management)"

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.

Salesforce Tutorial

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

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 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 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.

Go All-In-One: 10 CRMs with Awesome Marketing Automation Features

Your potential customers are only potential customers for a fleeting period of time. They'll visit your site, perhaps try out your app, check out your menu or look through the services you offer.

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.

How to Pick the Best CRM, Put it to Work and Automate Your Data Entry

Here are some of the best reasons why you should aa CRM, and some great ideas for how they can help your team get more done in less time.