Articles tagged "CRM (Customer Relationship Management)"

Zendesk vs. Salesforce: Which CRM is best?

We compare Zendesk vs. Salesforce to show you how each of these CRMs stack up in pricing, features, quality, and overall value so you can pick the best one.

How to create a report in Salesforce

Here's a tutorial for how to create a report in Salesforce so you can build out custom reporting dashboards with the actionable insights you need.

Salesforce vs. ServiceNow: Which is best?

If you're deciding between Salesforce and ServiceNow, check out our guide to see how each CRM compares so you can pick the best fit for your unique needs.

Zoho vs. Salesforce: Which CRM is best?

If you're choosing between Salesforce and Zoho CRM, check out our guide to see which of these popular CRM solutions is the best choice for your unique needs.

Bearbeiten, Konvertieren und Parsen von PDF-Dateien mit PDF.co

PDF files are useful for preserving document formatting, and that's where the user-friendliness ends. Learn how to use PDF.co and Zapier to parse PDF files.

Notion CRM-Vorlage: So machst du Notion zu deinem CRM

As a freelancer, I really just need something to track leads and store client information. That's why I use my favorite tool—Notion—as my CRM. 

4 So kannst du „ Growbots “ mit Zapier automatisieren

As your business grows, your sales team doesn't have time for repetitive tasks like sending confirmation emails, updating databases, and keeping your team in the loop. Thankfully, you can use Zapier's Growbots integration to automate this busywork.

So nutzt du die HubSpot Salesforce-Integration von Zapier

If you're using Salesforce and HubSpot in your business, keeping both tools up to date can be a challenge. Here's how to do it automatically.

How to integrate HubSpot with Gmail

Discover how to set up a HubSpot Gmail integration so you can sync your email marketing tools.

4 Möglichkeiten zur Automatisierung von Keap Max Classic

Keap Max Classic gets even more powerful when you pair it with your other tools. Here's how to automate Keap Max Classic with Zapier.