Articles tagged "CRM (Customer Relationship Management)"

How we use Zapier to recover sales and organize operations

Leads. They’re the lifeblood of your business. But when it comes to eCommerce, it can be tricky to stay on top of all of your prospects and convert them into sales.

How automation helped me reach out to sources for a roundup post on my blog

Blogging is an outstanding way to get your voice out and be heard. This is especially true for brands looking to boost awareness to an audience outside of their local reach. Automation helped me make fast work of the task.

4 ways to improve your real estate business with automation

Every step you take as a Realtor is aimed at one outcome: Finalizing a property sale. Here's a look at some of the most popular ways to automate your real estate workflows so you can save time, improve your productivity, and spend more time with clients.

5 ways to automate your sales journey with Zendesk Sell

In sales, speed is key. The folks behind behavioral science have long been pushing data that supports this notion: every minute you wait to contact a potential buyer is a minute you waste.

How automation helped SpeakerFlow reduce admin tasks and create a seamless sales handoff

SpeakerFlow uses Zapier to ensure prospective and current customers are taken care of, all the way from interest through purchase and beyond.

Collecting complex data? Here's how to automate it with Zapier

Whenever you need to handle complex information, such as payment information or signatures, a data collection tool will get the job done better than traditional form builders.

Let's Talk Business: How one podcast thrives on automation

Let's Talk Business, hosted by Meny Hoffman, is a 30-to 60-minute podcast focused on sharing business insights. Since its launch in 2019, the podcast has already amassed 75 episodes, featuring interviews with business owners from all over the world.

Automatically move leads from Carrot to Podio for better lead tracking

At first, we were manually inputting our leads from our website into our Podio CRM. Then we discovered it was possible to use Zapier to automate the process.

5 HubSpot features to streamline your workflows

If HubSpot is your software of choice for marketing, sales, support, or CRM, you know it has a zillion and one features. That's part of why you love it, but it means some of the most effective features might be slipping through the cracks. 

How StoryCorps uses Zapier to enrich CRM data and improve internal workflows

When your mission is preserving and sharing stories told by people around America, you end up with a lot of files to manage—and a lot of contacts to track.