This guide has everything you need to know to create successful CRM workflows. There will also be workflow examples for you to adopt. Workflows encompass the series of steps it takes to accomplish a particular task. Businesses today have been more streamlined thanks to CRM’s influence on how they manage and execute workflows. Keep reading […]
The VipeCloud Blog
How To Use A CRM Pipeline To Track Deals And Workflows
This guide will cover everything you need to know about CRM pipelines from customer pipelines and stages to pricing and internal workflows. In the business world, a CRM pipeline is a visual depiction of all possible customers, sales processes, and task management. Pipelines in CRM software helps you keep track of data like: The right […]
22 CRM Statistics & Trends That Justify Your CRM Investment
Read this post for in-depth statistics about CRM, including eye-opening industry trends. These insights can power your implementation and expand how you use CRM software. Utilizing a quality CRM is a foundation for successful business workflows, happy customers, and better decision-making for sales and marketing professionals. If you desire a value-driven relationship with customers, (no […]
10 Best CRM for Nonprofits And CRM NPO Use Cases
Read this guide to learn about the 10 best CRMs for nonprofits and how to choose the best one for your organization. CRM is typically associated with for-profit businesses and, to an extent, social enterprises. However, here’s a secret: Nonprofit organizations are no different when it comes to managing “customer” relationships. With the right CRM, […]
How To Get Started With CRM For Startups
Is your company a startup or a new small business? If so, this guide will offer you ways of customizing your CRM and 7 relevant solutions to consider. The beginning of a company can come with a litany of tasks, plans, paperwork, and requirements. Being organized and using the right software will help set you […]
Sales Automation: How To Create An Automated Sales System
In this definitive guide, we’ll go over how sales automation can help your sales processes by streamlining tedious tasks so you can focus on closing more deals. A huge part of managing a sales team is maximizing its output and streamlining the processes behind it. And if your team hasn’t taken steps to automate its […]