Articles tagged "CRM (Customer Relationship Management)"

How to automatically add data to Salesloft

Bridge the gap between data and revenue with Salesloft automation.

What is a CRM? The beginner's guide to 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.

CRM automation guide

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.

Hack your CRM: Build an automated file storage system

Hack your CRM: Build your own custom reporting without the enterprise costs

Tired of pricey CRM upgrades just to access better reporting? Connect your CRM to Google Sheets or Zapier Tables, and instantly create customized, real-time reports.

How to create a dashboard in Salesforce (and when you should)

Salesforce dashboards let you take data from different reports and visualize them in different ways, so you can sort data in a way that makes the most sense for your team.

4 ways to automate Copper

Copper helps Google Workspace users manage their leads right where they already work. Connect Copper to Zapier and save your team's time with workflows that keep your CRM updated.

How to create a spreadsheet CRM in Google Sheets (+ free CRM template)

Learn how to create a spreadsheet CRM using Google Sheets with our free template. Track client interactions and build a dashboard using our step-by-step guide.

5 Keap automation ideas

When you pair Keap with Zapier, your sales team can do even better work by automating processes like collecting leads from different channels, logging meeting notes, and tracking invoices. 

The 9 best CRM software for real estate agents in 2025

We break down the top CRMs for real estate. Boost your sales with tools designed for realtor success. Find the perfect match for your agency needs.