When it comes to small business CRM every business required different features. However, there is a core set of features that small businesses should make sure that CRMs include to make sure that the solution you choose will work for you now and in the future. The last thing you want to have to deal…
Most of the time when people talk about CRM software it’s from the perspective as a sales and marketing tool. However, CRM software can also enhance in-house customer service. When it comes to not only winning business, but also providing your customers with exceptional service, a CRM solution can be a valuable tool. With an…
In this first of two articles, we look at the features and functions of a CRM that are specific to small business requirements. In the next installment we’ll look at small business CRM needs that are less technical but at least as important, such as ease of use and affordability. Customer Relationship Management (CRM) implementations that resembled CRM as we…
1CRM has a very useful Campaigns module which is most often used for Email Marketing Campaigns. The basics of a campaign are to – Define an email template to be sent out Define a target list of recipients – who may be Contacts, Leads, or Targets Define a campaign which pulls together the target list…
Tracking your lead sources is an important part of business. It provides insight into where you should focus your efforts, lets you track your ROI, and allows you to run an affiliate program. Customizing the lead source URLs allows you to easily see where your leads are coming from, and who to give credit for…