Articles tagged "CRM (Customer Relationship Management)"

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.

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.

How to automatically add new Microsoft Dynamics contacts to Mailchimp

When you connect Microsoft Dynamics to Mailchimp, your reps can easily nurture their client base, foster customer loyalty, and generate even more sales without extra tasks.

Send an email for new HubSpot form submissions

Use Zapier to send a confirmation email from Gmail for HubSpot form submissions so you can nurture prospects automatically.

How to distribute leads without an expensive CRM

With Zapier, you can set up a simple lead distribution process that works 24/7 to send leads to the right people without an expensive CRM or sales pipeline.

3 maneiras de automatizar your sales

Discover the top ways sales teams use automation to stay organized, save time, and keep databases up to date.

Automatically create Salesforce leads from new ClickFunnels contact activities

Connect your marketing apps so you can focus on nurturing your leads, not maintaining your tools.

Como adicionar um novo lead ao Salesforce para novas respostas do Gravity Forms

However you use Gravity Forms, you want to make sure that information gets to your CRM. Use a Zap to do it automatically.

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.

6 dicas para uma implementação de CRM bem-sucedida

You may have heard promising estimates that a CRM can be nailed down in a month's time. In reality, a week after a long-awaited CRM implementation started, you're bumping into the first roadblock: what do you mean I need to pay that much for extra users?