Looking for an SMS marketing platform to grow your business? This guide compares the 7 best SMS software on the market for all types of businesses. As a marketer, it’s crucial to reach your audience where they spend most of their time. For many of us, this means reaching them on their mobile device. Which […]
CRM
How To Assemble A Sales Toolkit
In this article, we’ll teach you what a sales toolkit is, why you need one, and how to curate a toolkit that’ll improve your sales performance. Not generating enough leads? How about not closing enough prospects? If you answered yes to either of those questions, then it’s worth revisiting your sales toolkit. A sales tool […]
CRM Case Study: How Pathfinder Solutions Doubled Revenue
Curious how CRM can help transform your business so you can focus on what matters? This CRM case study will help you envision how CRM can help you thrive in your business. Have you ever struggled to balance succeeding in your business without sacrificing what matters most? This was the roadblock Tamie Rising was facing […]
5 Best SMS CRMs To Use Texting To Grow Sales
Text CRMs can have a beneficial impact on your sales efforts. Read this guide for how to use them and 5 top text CRMs to consider. Let’s face it: Our mobile phones are glued to our hands 24/7. It’s one of the easiest ways to send and receive information. It’s no wonder SMS marketing continues […]
5 Best Financial Advisor CRMs (Starter’s Guide)
Looking to get started with a financial advisor CRM? This guide goes over tips to choose and use CRM software — and the best 5 CRMs for you to consider. Financial advisors can do a lot with CRM, from serving clients and analyzing revenue — to tracking new leads. Thanks to its plethora of features, […]
How To Use CRM Fields (Sales Rep Guide)
Collecting data incorrectly could make you miss out on revenue when marketing and selling. This covers expert ways to use CRM fields for better business outcomes. Your CRM comes with valuable capabilities that help with personalization and staying organized. These components are called CRM fields. They’re essential for the customer journey and for accurate, usable […]