10 Ways Your Small Business can Boost Revenue Written by: Zak Dauncey-Lilley Product Manager @ZakDauncey In today’s fast-paced market, small businesses face the dual challenge of managing customer relationships and driving revenue growth effectively. With competition intensifying across industries, the need for an organized approach to sales, marketing, and customer service is more crucial than ever.…
Your customer data is some of the most valuable information in your organization, but many companies fail to create proper backups. Some companies mistakenly believe SaaS systems don’t need backups or create them automatically, while others fail to set up appropriate backups for on-premise systems. Once you have added customer data to your CRM, the…
Implementing a CRM solution is a critical step in setting up your business for success. Having the right CRM system in place means your sales and marketing teams will be able to collaborate and work efficiently, and management will be able to have a clear view of the pipeline and current revenue. Collaboration is the…
It’s easy to understand CRM terminology when you work with it every day, but many clients are new to CRM systems and have got used to calling their data whatever names they want to call it. We’ve created a CRM Glossary to help you understand all the features (and jargon) associated with your new CRM…
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…
Running a small business can be expensive, and while implementing a CRM system saves you money in the long run, it may seem like a large expense at first. Here are a few ways to trim the cost of your CRM implementation. 1. Managers first The first users of your CRM system can be owners,…
With Version 7.5 soon to be released, those still using Version 6.x need to upgrade today! Support for version 6.x was discontinued some time ago, due to the age of the software. In order to continue receiving support and updates, all 6.x users need to upgrade to version 7.1 ASAP. Users remaining on versions older than…