Articles tagged "CRM (Customer Relationship Management)"

CRM integration: How to get the most out of your investment

CRM integration: How to get the most out of your investment In the not too distant past, the primary way to document customer interactions was paper. Logs, receipts, and huge 3-ring binders were the norm.

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.

How Zapier helped turn this roofing company into a million-dollar business

There's a point in the life cycle of every contracting business when you reach a plateau. It happened to me and my roofing business not long ago.

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.

3 ways to automate your personal fitness business

If you're a personal trainer working with a diverse group of clients, you have a ton to keep track of. From managing your marketing efforts to making sure your clients get a unique, challenging workout each week, there are a lot of moving parts.

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.

Fast follow-up: Automatic workflows to get the most out of your landing page

Landing pages are perfect for launching a new product or service.

4 ways to automate your cold email outreach with Mailshake

Nowadays, people are pretty hip to the cold email game. If you launch an outreach campaign that's too generalized or shills too hard, you'll likely be ignored.

The BlackTies: Making magic with automation

Running a successful business is magic in its own right. But managing leads and updating spreadsheets wasn't the kind of magic The BlackTies, a Sydney magician group, wanted to be doing.

How SheEO uses automation in their quest to create a $1 billion fund to support women-run businesses

Vicki Saunders is a successful serial entrepreneur, and she knows all too well the biases against women that are built into venture systems. Women receive 2.2% of available funding, Vicki shared with us.