Articles tagged "CRM (Customer Relationship Management)"

The beginner's guide to CRM: Customer relationship management

It's hard to imagine life today without the Contacts app on your phone. Phone numbers are hard enough to remember, let alone the email and mailing addresses for everyone you know.

6 ways to automate ClickFunnels

When you pair ClickFunnels with Zapier, you can streamline your post-sales processes so you can provide the best customer experience from start to finish.

What is Hubspot—and what does it do?

HubSpot coined the term inbound marketing, but saying something is an inbound marketing tool doesn't mean much when you don't know what inbound marketing actually means. 

Automatically track customer interactions and satisfaction in one place

Use automation to track your entire feedback flow in one spot, from sending customer surveys to tracking their responses in your CRM.

4 ways to grow your business automatically with Keap

Keap is passionate about keeping things personal—and they're really, really into automation. This means you can use their services to automatically deliver personalized messages while keeping the voice that makes you uniquely you.

The ultimate guide to CRM automation

Automating your common CRM tasks—like putting in new contacts, adding leads to your email lists, and notifying your team—can free up your focus for your most important work.

5 HubSpot workflows for lead management

HubSpot workflows are automations that trigger certain desired actions in the CRM without you or your team having to perform any tasks manually.

5 HubSpot dashboard features you should be using

The more I do with HubSpot dashboards, the more features I discover. So here's a cheat sheet: the hidden HubSpot dashboard features you should start using.

How automation helps this real estate company level up their customer experience

Discover how automation helps Orchard improve their lead lifecycle and customer profiles so they can provide a better customer experience.

How this marketing company tracks lead data for clients in real time

Discover how Sixth City Marketing uses automation to keep data up-to-date for client check-in calls at a moment's notice