This guide will help you understand whether you should use Trello as a CRM or if you’re better off investing in a designated CRM. Many consider Trello as simply a project management app. But with its customization options, different board capabilities, and automation assets, some choose to use Trello as a CRM. Trello is great […]
Sales Report: Increase Sales By 29% With A Reporting Template
This guide has everything you need to know about sales reports. You’ll learn how to make them and how they help you close more clients from A-Z. We’ll cover key metrics to look out for and even how to stay organized by using the right sales reporting tools. If you’re running a business, chances are […]
ERP Vs. CRM: What’s The Difference?
Is ERP or CRM right for your business? This post will help you compare where both systems shine so you can make an informed decision on which to implement. Customer relationship management systems (CRMs) and Enterprise Resource Planning systems (ERPs) are extremely valuable business solutions. But what do they do that sets them apart, especially […]
How To Use CRM To Boost Customer Experience
Looking to give your customers a better experience? This guide will help you do just that by using a customer relationship management system. The customer experience (CX) is an aspect of business that should be prioritized because it determines how long you retain customers, your business’s reputation, revenue, and so much more. Manually executing your […]
Client Management 101: The Secret to Client Retention
This guide is all about the power of intelligent client management. We’ll cover everything you need to know about having excellent client relationships as well as pitfalls to avoid! So you closed a new client… The marketing content, the sales scripts, the back and forth calls finally paid off (literally). Your client has signed with […]
How To Reap The 5 Core Advantages Of CRM
Today you’ll learn about the benefits and potential drawbacks of implementing CRM for your business. Customer relationship management is such an important aspect of your business because of how it improves relationships with customers and other connections in your industry. Having a CRM system will ensure all the aspects (marketing, sales, customer service, and internal […]