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    Reddit - R/CRM

  • Eleads vs. Drivecentric
    My dealership was originally VINsolutions, but then switched to Drivecentric. I actually love Drivecentric…but not they are switching to Eleads😭 I know nothing about Eleads. Any insight? submitted by /u/Such-Leg2911 [link] [comments]... Read more »
  • Looking for Key Account Management Strategies (Case Study Help)
    Hey everyone, I’m working on a case study around Key Account Management and would love to tap into the collective wisdom here. Context: Industry: IT/ITES/GCC in India Accounts: 20–30 existing enterprise clients Mix: 5 long-term key accounts ($150k revenue, using multiple solutions) + newer accounts ($25k revenue, using one solution)... Read more »
  • [Controversial] Isn't "Opportunities" in Salesforce and "Deals" in Hubspot extraneous?
    Hey all, I've been leading product & engineering for a billion $ company building their global payments, customer management, cataloging, pricing, billing and accounting with Salesforce, Netsuite, Dealhub, HSBC, CITI, etc for the past 4 years I like thinking from first principles, honestly, isn't "opportunities" as a concept extraneous in... Read more »
  • Need Help choosing the right CRM
    Hi everyone, I need some advice on choosing a CRM for my insurance brokerage. In my company, almost all customer interactions come through WhatsApp. The process works like this: a client reaches out asking for a quote (we deal with several types of insurance), then my agent responds and forwards... Read more »
  • CRM recommendations for an Amenities company
    I am a sales rep for a small company that supplies and installs CBU(mailbox cluster units), street signs, playgrounds, shelters, benches, etc for a wide variety of businesses, such and developers(DR Horton, Pulte, etc.) and other smaller builders and contractors. We currently use Buildertrend for everything. CRM, install work orders,... Read more »
  • AI with Representative24 vs Tidio: anyone tried both?
    Hello, I’m looking at Representative24 for sales/support and it looks great. I’m also evaluating Tidio as a comparison point (seems more live-chat–first with chatbots, while Representative24 feels more store-aware/AI-first). BTW I want to hook this up to WooCommerce. Just kicking the tires....asking because this integration isn’t cheap and I’d love... Read more »
  • Curious about your experience with ticketing systems
    Hey everyone, I used to work as a customer support agent before switching into software development. Back then, one of my biggest struggles was with the CRM tools we had to use every day — Salesforce, Freshdesk, etc. They worked, but I often felt like they were designed more for... Read more »
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    Agile CRM Blog

  • 10 Powerful Ways AI Agents Are Enhancing CRM: Frequently Asked Questions
    Imagine your team working hard, managing leads, following up with loyal clients, and pulling in new customers—all while dealing with routine tasks that steal precious time away from meaningful customer connections. At Agile CRM, we get it; CRM can transform your productivity, but to elevate customer engagement, it needs to... Read more »
  • Boosting Customer Retention with AI: Key Strategies and Use Cases for CRM
    In the bustling world of customer service, keeping your customers engaged and satisfied can feel like a never-ending challenge. But with AI chatbot for customer retention stepping onto the scene, businesses now have an invaluable ally in their efforts to enhance loyalty. These smart digital assistants do more than just... Read more »
  • 10 Content Planning Tool FAQs And The Answers You Must Know
    Content Planning Software has evolved into a crucial element of any effective marketing plan in the modern digital environment. Businesses continuously produce and distribute content to engage their audience and provide results, including blog articles, videos, social media posts, and email newsletters. However, with so much content being created, it... Read more »
  • Best App Integration Software in 2023
    App integration software has become increasingly popular as a way for businesses to connect and interact with their customers. These software tools enable businesses to easily integrate their applications and services with other applications, enabling customers to access their data and services from any device. They also allow businesses to... Read more »
  • App Integration Tool Made Easy: A List of Commonly Asked Questions
    App integration tool is a type of technology that enables companies to link their various applications so they may exchange information and functionality. Due to the fact that more and more businesses are managing their operations by utilising different apps and data sources, this kind of software has grown in... Read more »
  • A Comprehensive Guide To Using An Appointment Scheduling Tool – FAQs
    Whether you manage a legal firm, a medical practice, or a beauty parlor, appointments are a crucial part of managing a successful business. Maintaining a record of client schedules and making sure they are scheduled at the appropriate time can be a difficult chore. Appointment scheduling software is becoming increasingly... Read more »
  • Top 12 FAQs About SEO Software: Get Answers to Your SEO Questions
    The market for SEO Software is highly competitive and it is important for businesses to stay up to date with the latest trends & developments. In order to stay ahead of the competition, businesses must invest in the latest tools and technologies. This blog post is dedicated to answering some... Read more »
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    Nutshell CRM Blog

  • AI for A/B Testing: Smarter Experiments, Faster Results
    A/B testing has long been a key tactic in fields like digital marketing and product development, where it helps inform decision-making and optimize campaigns. In fact, 77% of marketers use it. Like with so many other areas of these sectors, artificial intelligence (AI) is opening up new possibilities for A/B... Read more »
  • Overcome closed lead management challenges with follow-up pipeline automations
    Create follow-up leads instantly when deals close—streamline handoffs, boost reporting, and keep every team in sync. The post Overcome closed lead management challenges with follow-up pipeline automations appeared first on Nutshell.... Read more »
  • Gain Deeper Activity Data Insights That Boost Revenue with Nutshell’s Enhanced Activity Report
    Discover Nutshell’s revamped Activity report. Track duration, notes, AI summaries, and unlogged calls in one clean view, turning team activity into revenue. The post Gain Deeper Activity Data Insights That Boost Revenue with Nutshell’s Enhanced Activity Report appeared first on Nutshell.... Read more »
  • Nutshell’s Summer 2025 Roadmap
    We’ve got some big updates across all three Nutshell Suites—Sales, Marketing, and Engagement—in store this summer. Learn more! The post Nutshell’s Summer 2025 Roadmap appeared first on Nutshell.... Read more »
  • Maximize Google Meet Call Impact With AI in Nutshell
    Auto-log, transcribe, & AI-summarize every GMeet call in Nutshell. Discover how effortless it is to keep your team aligned & deals advancing. The post Maximize Google Meet Call Impact With AI in Nutshell appeared first on Nutshell.... Read more »
  • Improve Cash Flow Management and Get Paid Faster With Nutshell Invoices
    When prospects say “yes,” the hard work isn’t over—you still need to get the money in the bank. Jumping between spreadsheets, PDF builders, and accounting tools steals time from essential sales activities and opens the door to costly mistakes. Nutshell Invoices turns the quoting momentum you’ve already built into quick and... Read more »
  • We’ve Made it Easier for You to Track Your Website Analytics, Send Marketing Emails, and More!
    Configuring your website for embedded Nutshell features and analytics just became a lot simpler. We’ve streamlined things, so you don’t have to hop from one section of Nutshell to another, juggling multiple snippets and DNS entries to setup features like Nutshell Analytics, Forms, Landing pages, and Web chat. Introducing an... Read more »
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    Microsoft Dynamic Whitepapers

  • Accelerating Order Management Cycles with Automation
    Before you can benefit from this workflow automation, you must analyze your OMC to discover where to implement automation tools in your system Cavallo Dynamics 365Business CentralDynamics GPDistributionOrder Management... Read more »
  • The Power of Order Tracking
    Shifting your order tracking to be customer-centric can make not only your customers happy, but make them better for your business overall Cavallo Dynamics 365Business CentralDynamics GPDistributionOrder Management... Read more »
  • Coordinating Responsibilities for a Cohesive Distribution Cycle
    Key points in the distribution cycle and how a streamlined cycle can reduce costs and drive revenue Cavallo Dynamics 365Business CentralDynamics GPDynamics NAVDistributionOrder Management... Read more »
  • Mastering the Customer Experience with the Order Management Cycle
    Discover how mastering each point in the process can transform your customers’ success by delivering the kind of customer experience that boosts satisfaction and retention Cavallo Dynamics 365Business CentralDynamics GPDynamics NAVDistributionOrder Management... Read more »
  • The Right Questions To Seal The Deal
    Mastering the art of asking the right questions is vital to qualifying prospects and closing the sale Aha Apps Dynamics 365Customer EngagementBusiness CentralFinance and OperationsDynamics AXDynamics CRMDynamics GPField ServiceManufacturingSales & Ops Planning... Read more »
  • Supercharge Your Sales with The Ultimate Sales Playbook
    This comprehensive guide provides a sales playbook template and key information to level up your performance Aha Apps Dynamics 365Customer EngagementBusiness CentralFinance and OperationsDynamics AXDynamics CRMDynamics NAVSales & Marketing... Read more »
  • The CRM Selection Checklist
    Make your CRM adoption process a smooth one Aha Apps Dynamics 365Customer EngagementDynamics CRM... Read more »
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    Bullhorn

  • Customization or configuration? Choosing the right middle office solution for your staffing firm
    In a business as complex and fast-paced as recruitment, connecting your front office to your back office can feel like navigating a maze. How can you find your way while ensuring nothing falls through the cracks? When it comes to connecting your front-line operations to your back office, staffing firms... Read more »
  • What is the best ATS for small businesses?
    The best ATS for small agencies is one that helps you organise candidates, track jobs, and manage clients in a single system. For small recruitment agencies and start-ups, an ATS replaces messy spreadsheets with automated, scalable recruiting software. Free ATS options for recruiters offer basic tools but often limit users,... Read more »
  • What types of companies use temporary staffing agencies?
    Temporary workers are a vital part of the U.S. economy. During the course of just one week, around 3 million temporary or contract employees are hard at work for staffing agencies across the United States. Companies that use temporary staffing are more common than you might think; wherever there’s a... Read more »
  • The future of recruitment roles
    This blog series is inspired by an insightful roundtable discussion held with recruitment leaders at a recent lunch event, where we delved into the challenges and opportunities shaping the recruitment industry today. What’s happening today: As recruitment becomes more automated, the roles within recruitment businesses are evolving. The most significant... Read more »
  • Embracing AI and automation in recruitment
    This blog series is inspired by an insightful roundtable discussion held with recruitment leaders at a recent lunch event, where we delved into the challenges and opportunities shaping the recruitment industry today. What’s happening today: AI and automation are no longer just buzzwords in recruitment—they’re here, and they’re changing the... Read more »
  • Demystifying the modern middle office: A Q&A with Eliassen Group
    Over the past few years, Eliassen Group has undergone a major digital transformation, modernizing its tech stack to support its global growth and streamline operations. Mitesh Ashar, Chief Customer Officer at Bullhorn, sat down with Rob Waddell, EVP/CIO of Eliassen, who led the organization’s shift, to discuss Eliassen’s approach, the... Read more »
  • How smart recruiters are mastering the AI hiring revolution
    This blog was contributed by Bullhorn Marketplace partner Dice. The AI hiring market is no longer an experiment. Firms are actively seeking candidates with practical AI implementation skills – but most recruiting teams haven’t adapted their strategies accordingly. The Dice 2025 AI Hiring Playbook found that while 36% of tech... Read more »
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    Salesflare Blog

  • 7 Best Simple CRMs in 2025
    Discover the best lightweight CRMs that are actually easy to use and quick to set up for your small business. Explore top-rated simple CRM options based on real user reviews and expert insights. The post 7 Best Simple CRMs in 2025 appeared first on Salesflare Blog.... Read more »
  • More AI, More Leads
    Check out Salesflare’s new AI timeline and built-in lead search: get quick customer summaries, find prospects instantly, get business emails fast, and see our updated plans. The post More AI, More Leads appeared first on Salesflare Blog.... Read more »
  • 7 Top CRM Tools in 2025
    I personally tested, reviewed and ranked the best CRM tools out there. Here are the top 7 CRM tools for small business. The post 7 Top CRM Tools in 2025 appeared first on Salesflare Blog.... Read more »
  • Sales Operations in B2B: A Complete Guide
    Boost B2B sales with Sales Operations. Learn how to improve efficiency & revenue with best practices, KPIs, and the right tech. The post Sales Operations in B2B: A Complete Guide appeared first on Salesflare Blog.... Read more »
  • Sales Engagement: Strategy, Tech & Tips for B2B
    Learn all about Sales Engagement in B2B: get practical strategies, use tech effectively, and personalize interactions to connect better & boost results. The post Sales Engagement: Strategy, Tech & Tips for B2B appeared first on Salesflare Blog.... Read more »
  • What is Sales Enablement? A Guide For B2B Sales Professionals
    What is Sales Enablement? Learn how to equip your B2B sales team with the right strategy, tools & content. Close more deals & drive predictable revenue growth. The post What is Sales Enablement? A Guide For B2B Sales Professionals appeared first on Salesflare Blog.... Read more »
  • Inside Sales: What Is It? How to Do It Well?
    Inside Sales explained: Understand what remote B2B selling is & how to succeed. Get actionable strategies, tech tips, role breakdowns & key metrics. The post Inside Sales: What Is It? How to Do It Well? appeared first on Salesflare Blog.... Read more »
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    SalesPOP!

  • How to Navigate Crisis with Purpose and Action
    When the world around you seems to be in a constant state of flux—from economic uncertainty to unforeseen market shifts—it’s easy for leaders to get stuck. The instinct is to wait, to gather more data, to hope the storm will pass. But as a new podcast conversation with veteran leader... Read more »
  • 🎧 Is Your Leadership Style Causing Burnout?
    Is your team running on fumes? The culprit might not be the workload—it’s the culture. In our latest episode, we sit down with leadership strategist Marchem Pfeiffer to uncover the real reason 76% of employees are burned out. We break down the subtle differences between a demanding job and a... Read more »
  • Burnout-Proof Leadership: Building Resilient Teams That Don’t Just Survive, But Thrive (video)
    That Sunday-night dread. The mental fog that won’t lift. The constant, nagging feeling that you’re one Slack notification away from snapping. If this sounds familiar, you’re not alone. Burnout has become a silent epidemic in our workplaces, but here’s the hard truth: it’s often a symptom of a much deeper... Read more »
  • How to Monetize Your SaaS with a Value-First Strategy
    Let’s be honest: for a SaaS founder or revenue leader, few things are as daunting as setting a price. It feels like a high-stakes guessing game—charge too much and you scare off customers; charge too little and you leave a fortune on the table. But what if your pricing wasn’t... Read more »
  • Is Your Business Really Ready to Sell? 🎙️
    Thinking of selling your business one day? The hard truth is that most founders start the process too late, leaving millions on the table. In our latest episode, we sit down with Chris Spratling, author of The Exit Roadmap, to uncover the secrets to a high-value exit. He reveals that... Read more »
  • Selling Your Business Isn’t Luck—It’s a Strategy. Here’s the Blueprint (video)
    Letting go of a business you’ve poured your life into is one of the most significant, most gut-wrenching decisions an entrepreneur can make. It’s the culmination of years of sleepless nights and relentless hustle. But too many founders treat the sale as an afterthought, a frantic scramble that leaves a... Read more »
  • The Modern Sales Coach’s Playbook for Lasting Success
    Every sales leader has been there: you’ve got a team full of talented reps, the latest tech stack, and a solid pipeline. Yet, you’re still not seeing the consistent, high-level performance you know is possible. Why do so many organizations struggle to unlock their team’s full potential? The truth is,... Read more »
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    HelloLeads Blog

  • How Small Businesses Can Win Deals Without Losing Profits
    Small businesses often struggle to win deals without cutting into profits. The right sales strategies and CRM tools can help you close more deals, keep margins healthy, and drive sustainable growth. Discover how to balance customer success with profitability—and grow smarter, not smaller. The post How Small Businesses Can Win... Read more »
  • The Mobile CRM Built for US Sales Teams — Switch Today!
    Leads are the lifeblood of every business — lose them, and you lose growth and revenue. Yet too many companies still rely on scattered spreadsheets and outdated tools, letting valuable prospects slip away. Get the CRM that wins you more sales! The post The Mobile CRM Built for US Sales... Read more »
  • Watch Sales Soar — WhatsApp CRM is Mexico’s Game-Changer
    In Mexico, WhatsApp is the most powerful sales channel for growing businesses. But without a CRM, conversations get lost and follow-ups are missed. HelloLeads CRM connects directly with WhatsApp to capture, assign, and track every lead. It keeps your team organized, fast, and ready to close more deals. Easy to... Read more »
  • Pick the Right CRM—or Risk Losing Customers Fast
    The right CRM drives growth — the wrong one costs you leads, time, and customers. HelloLeads CRM is a simple, mobile-friendly solution built for SMEs to capture leads, automate follow-ups, and track performance. Affordable and powerful, it helps boost conversions, engage customers, and scale your business with ease. Read More... Read more »
  • From Likes to Leads — Instagram CRM Is Fuelling Small Biz Growth in Mexico
    Instagram is driving growth for Mexican small businesses by turning “likes” into sales. Its wide reach and low-cost marketing help SMEs compete with larger brands. With HelloLeads CRM, every Instagram lead is captured and followed up instantly, helping businesses manage and close deals anytime, anywhere. This integration turns followers into... Read more »
  • Best CRM for Australia Businesses – Try It Before Rivals Do
    In today’s competitive Australian market, managing leads & customer relationships efficiently can be the difference between closing a sale and losing it. Choosing the right CRM now can give your business the edge it needs to stay ahead. As businesses grow, so does the need for a simple, smart, and... Read more »
  • The Future of Branding: How to Take the Lead in 2025
    Lead the charge in 2025 by embracing innovation, authenticity, and consumer-driven strategies. Leverage AI and emerging tech, build deeper customer connections, and drive impact through purpose-led branding. Adapt, lead, and shape the future of branding! .Read More... The post The Future of Branding: How to Take the Lead in 2025... Read more »
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    Best Small and Medium Business CRM Software – ConvergeHub

  • Think Like a Scientist
    Doesn't growing a business sometimes feel like you're expected to have all the answers? Investors want certainty. Teams want clarity. Customers want guarantees. The post Think Like a Scientist appeared first on Best Small and Medium Business CRM Software - ConvergeHub.... Read more »
  • Retention Is the New Acquisition: CRM Strategies That Keep Clients Loyal
    In the fast-paced world of marketing agencies, client acquisition has long been the hero of growth strategies. But as the digital landscape matures and competition intensifies, a quieter, more powerful force is taking center stage – retention. Keeping clients loyal isn’t just a cost-saving tactic, it’s a strategic advantage. And the... Read more »
  • A growth hack
    sharing a quick insight... Most CRMs were built for storing data and not fueling growth. They're databases - not growth engines. The post A growth hack appeared first on Best Small and Medium Business CRM Software - ConvergeHub.... Read more »
  • The 2025 CRM Tech Stack: Must-Have Integrations for Marketing Agencies
    In the fast-evolving world of digital marketing, agility isn’t optional—it’s essential. As client expectations rise and campaign complexity grows, marketing agencies must rely on a tech stack that’s not just powerful, but seamlessly connected. At the heart of this stack lies the CRM: the command center for client data, campaign... Read more »
  • The Move That Turns a No into Yes
    Hope you are enjoying the last few weeks of summer! Let’s continue our discussion on leads… and why a lead that goes quiet isn’t always lost. The post The Move That Turns a No into Yes appeared first on Best Small and Medium Business CRM Software - ConvergeHub.... Read more »
  • Reducing Churn in Financial Services: CRM Strategies That Work
    In the high-stakes world of financial services, client retention isn’t just a metric—it’s a mandate. Whether you’re managing wealth portfolios, offering insurance solutions, or providing lending services, the cost of losing a client often exceeds the cost of acquiring a new one. Yet, many firms still struggle to identify churn... Read more »
  • Lead Generator Free Tool
    The post Lead Generator Free Tool appeared first on Best Small and Medium Business CRM Software - ConvergeHub.... Read more »