+

    Reddit - R/CRM

  • Looking for a CRM Solution for Our Tour Business
    Hi Reddit community, We run a tour company and are in need of a Customer Relationship Management (CRM) system to streamline our client management and communication processes. Here’s what we’re looking for: Client List Management: • The CRM should automatically create and manage a list of our clients. • This... Read more »
  • Cold email sequencing
    I''m seeking advice on the best tools and infrastructure for scaling my cold email campaigns. I’d appreciate insights from those with tons of experience in this space. Background I’m planning to send 5,000 emails from 8 email accounts over the course of several months. These accounts are spread across multiple... Read more »
  • Solopreneur with multiple businesses
    I could use your help! I have three different service lines under my umbrella LLC. All are in different industries and have their own liability policies, templates, Google Workspace, etc. I am one person, running three services businesses (hourly rate) and am drowning in admin. All 3 businesses are growing,... Read more »
  • Looking for CRM/management system recommendations for a small therapy practice
    Current situation: I'm a therapist running a private practice, managing: - 18 active clients/week - 30+ people waitlist - ~5-7 new inquiries monthly Main challenges: Waitlist management - tracking preferences, priorities, and follow-ups Tracking appointment cancellations (each client has yearly limit: 8 for weekly, 4 for bi-weekly clients) Client communication... Read more »
  • Are CRMs worth the cost for sales teams?
    Greetings, I’ve recently become intrigued by the idea of automating CRM data entry for complex sales processes. I am a software engineer working on CRM-related projects for the past few weeks. I’m inexperienced in sales and practical use of CRMs, that’s why I’d love to learn from sales professionals how... Read more »
  • Post Planner
    Please check out my blog on what I think is one of the best content creation tools and schedulers on the market. Post Planner, https://www.agilesalesman.com/post/post-planner-why-this-social-media-management-tool-is-a-must-have submitted by /u/Careless_Bug_1224 [link] [comments]... Read more »
  • Seeking Feedback on New Timesheet Plugin for SuiteCRM
    Hi everyone! I’m developing a new Timesheet Plugin for SuiteCRM, designed to integrate with the built-in Task, and ProjectTasks Modules. This plugin will allow users to track their activities and time spent on tasks directly through a desktop application, making it easier to manage and log work hours seamlessly. Key... Read more »
    +

    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 »
    +

    Nutshell CRM Blog

  • The Best Software for Architects: What’s Your Tech Stack?
    Your architectural practice demands a unique set of business tools to help you create and bring your designs to life. Finding the best software for architects is one way to ensure that your designs have the impact you desire and that your projects run smoothly. From your initial concept sketches... Read more »
  • Improve Organization With Per-Pipeline Custom Fields 
    Custom fields are an essential part of organizing mission-critical data in your CRM—they allow you to gather and track the most important information for running your business successfully.  In Nutshell, you can create custom fields for People, Company, and Lead records. With the newest enhancement to custom fields, you can... Read more »
  • Craft Announcement Emails Like a Pro: Tips, Examples, Templates, and More
    Chances are your business will need to make an announcement at some point, whether it’s to introduce a new product, launch a promotion, or publicize an event. The reality is that knowing how to write a compelling announcement email should be part and parcel of every marketer’s skill set. Let’s... Read more »
  • Top Lead Magnet Ideas and Examples to Boost Your Lead Generation
    You’ve put in the effort to drive traffic to your website, and you’re finally seeing the results. But the real question is: are those visitors converting? The goal isn’t just to attract traffic, but to capture valuable contact information with the aim of converting them into customers over time. This... Read more »
  • Manage Incoming Messages With Inbound SMS 
    With the launch of Nutshell SMS, your team can leverage text messaging to increase engagement with leads and customers throughout your sales process. SMS empowers your team to reach out to prospects and customers to start a conversation and move deals down the funnel.  Now with Inbound SMS, conversations can... Read more »
  • Engage With Visitors on Your Website Through Nutshell Chat 
    When your website visitors have questions, it’s important to give them answers quickly to optimize their chances of becoming a lead and provide a good experience with your company.  Introducing Nutshell Chat, your gateway for connecting with website visitors in real time. With Chat, leads and customers can engage with... Read more »
  • Elevate Your Workflow With AI-Powered Click-to-Call 
    When leveraged at the right points in your workflow, AI is a powerful tool for saving time and working more efficiently. To help your sales and marketing teams accomplish more, Nutshell has launched several AI features including:  Now Nutshell is expanding its AI even further with AI-powered click-to-call. This tool... Read more »
    +

    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 »
    +

    Bullhorn

  • AI in action: Generating candidate and client communications
    This blog is part of our “AI in action” series, where we’ll dive into specific use cases for how AI can impact each part of the recruitment process. For more on how Bullhorn is leveraging AI, visit our webpage.  As we enter 2025, the traditional methods of manual communication with... Read more »
  • Leadership lessons for 2025: Insights from recruitment CEOs on AI, agility, and tech adoption
    The recruitment industry is evolving at a breakneck pace, shaped by market volatility, rapid technological advancements, and shifting client and candidate priorities. Like the years before it, 2025 promises to be a year full of advancement, innovation, and change. To dive into the trends and challenges shaping the future of... Read more »
  • How to get clients for your staffing agency: 5 ways to generate new leads
    No new (or old) staffing agency can succeed without clients and solid relationships. Here are five ways to get clients for a staffing agency.... Read more »
  • Bullhorn’s 2024 year in review
    2024 was a year marked by challenges for the staffing industry, from the ever-present talent shortage to margin pressures and economic uncertainty. These challenges have spurred innovation, leading to opportunities to transform the way staffing firms operate, such as the integration of AI into the hiring process.  As 2024 comes... Read more »
  • Why recruitment experts are focusing on building client loyalty
    In a challenging recruitment market, loyal clients continue to be essential to the success of recruitment agencies. Loyalty goes beyond simply doing repeat business; it means building trust, providing knowledge, resources, and connection, and growing alongside your clients. How can agencies move beyond a transactional relationship with their clients and... Read more »
  • Tech, talent, and trust: Key takeaways from Healthcare Staffing Summit
    At this year’s Healthcare Staffing Summit, hosted by Staffing Industry Analysts (SIA), recruitment leaders shared that while the market is still normalizing, they’re cautiously optimistic about the year ahead for healthcare staffing. Jason Niad, VP, Product – Healthcare at Bullhorn, sat down with Ryan Paulson, Chief Technology Officer at Fusion... Read more »
  • AI in action: Streamlining candidate screening
    This blog is part of our “AI in action” series, where we’ll dive into specific use cases for how AI can impact each part of the recruitment process. For more on how Bullhorn is leveraging AI, visit our webpage.  Recruiters often spend countless hours sifting through resumes, trying to identify... Read more »
    +

    Salesflare Blog

  • A more human CRM
    Introducing the new Salesflare: a new brand, logo, website, app, ... and our brand new relationship intelligence. The post A more human CRM appeared first on Salesflare Blog.... Read more »
  • Follow Up Faster
    Introducing faster timelines, emails opening instantly, easier export, and a teaser of the new Salesflare experience. The post Follow Up Faster appeared first on Salesflare Blog.... Read more »
  • 7 CRM Challenges & How to Overcome Them [2025]
    Learn how to tackle the 7 most common CRM implementation challenges and problems. Discover practical solutions to streamline your CRM, boost team adoption, solve issues, and drive real results. The post 7 CRM Challenges & How to Overcome Them [2025] appeared first on Salesflare Blog.... Read more »
  • CRM Strategy: Quick Guide for SMBs with Examples and Frameworks
    Learn how to create an effective CRM strategy that drives growth. Discover key frameworks, steps to implement, common pitfalls, and real-life examples to optimize customer relationships. The post CRM Strategy: Quick Guide for SMBs with Examples and Frameworks appeared first on Salesflare Blog.... Read more »
  • CRM Implementation: Step-by-Step Guide for SMBs [2025]
    Discover the complete guide to CRM implementation, from defining goals to boosting team efficiency. Learn step-by-step how to set up a CRM that transforms your sales process, with real success stories to inspire you. The post CRM Implementation: Step-by-Step Guide for SMBs [2025] appeared first on Salesflare Blog.... Read more »
  • What is CRM (Customer Relationship Management)? What does it do?
    Discover what a CRM is, what it does, and why your small business needs one. Learn about the meaning of features, benefits, types, and how software tools like Salesflare can help you grow. The post What is CRM (Customer Relationship Management)? What does it do? appeared first on Salesflare Blog.... Read more »
  • Top CRM Features: Basic & Advanced Functionality to Look for
    Discover the essential CRM features and functionality that drive success for sales teams. Learn about basic and advanced capabilities, and find out which CRM software fits your business type, needs, and integrations. The post Top CRM Features: Basic & Advanced Functionality to Look for appeared first on Salesflare Blog.... Read more »
No RSS Item
    +

    Kapture CRM - Blog

  • Top 11 Reasons Your Business is Losing Customers
    It is a fact that some customers will not do business with you again even if they experience a poor CX just once. As a result you’ll end up losing customers. Businesses today have a pile of data that can benefit them. What we need to analyse here is how... Read more »
  • Identifying and Addressing Customer Pain Points
    As a business and as a customer service representative, understanding and addressing your customer pain areas is essential in offering a positive customer experience and building customer loyalty. Customer pain points are challenges or frustrations that customers encounter while interacting with your business. By identifying and addressing these pain points,... Read more »
  • Why Customer Feedback is Important To Your Business
    The Importance of Customer Feedback In today’s business world, customer feedback is more important than ever. With the rise of social media and online reviews, customers have a louder voice and more power to influence a company’s reputation and success. Let’s understand why customer feedback is critical to the success... Read more »
  • CX: How to Measure it the Right Way
    Measuring the customer experience (CX) is a critical aspect of ensuring customer satisfaction and loyalty. However, many organizations struggle to accurately gauge the experience their customers have with their brand. In this blog, we’ll discuss the right way to measure the customer experience. Understand Your Goals: Before you start measuring... Read more »
  • Customer Support Automation without Losing Personalization
    Customer support automation can provide numerous benefits, including improved efficiency and reduced response time. However, it can also lead to a loss of personalization, which can drastically impact customer satisfaction and loyalty. In this blog, we’ll discuss how to automate customer support without losing personalization. Chatbots for Inquiries: Chatbots can... Read more »
  • How to Manage a Customer Service Team Better
    Providing excellent customer service is key to building a strong, loyal customer base and maintaining a positive brand reputation. To achieve this, it’s essential to have a well-structured customer service department that is equipped to handle customer inquiries, complaints, and support requests effectively. In this blog, we’ll explore how to... Read more »
  • Conversational AI: A Beginner’s Guide
    Conversational AI refers to the use of natural language processing (NLP) and machine learning (ML) technologies to simulate human conversation with a computer system. It’s a rapidly growing field, and one that holds great promise for businesses and individuals alike. With conversational AI, we can create virtual assistants, chatbots, and... Read more »
    +

    SalesPOP!

  • 🎧 Mastering the Art of Hiring and Retaining Top Sales Talent
    In this episode podcast, John Golden talks with Walter Crosby, founder of Helix Sales Development, about mastering the art of hiring and retaining top sales talent. Walter shares why traditional hiring processes often fail for sales roles and provides actionable advice, such as tailoring job descriptions, using behavioral interviews, and... Read more »
  • Mastering the Art of Hiring and Retaining Top Sales Talent (video)
    In a recent episode of the expert interview series hosted by John Golden and guest Walter Crosby, a seasoned sales coach and founder of Helix Sales Development, delved into the intricate challenges of hiring, finding, and retaining top sales talent. This blog post will break down the key themes discussed... Read more »
  • Your Clients Won’t Care How Much You Know Until They Know How Much You KARE
    The often-utilized original quote is attributed to both Teddy Roosevelt and John Maxwell but whoever used it first, truer words could never be spoken. It’s closely connected to what I often refer to as the four most important words in selling – “It’s not about you”. Understanding and internalizing these... Read more »
  • Overcoming Imposter Syndrome and Embracing Authenticity (video)
    In a recent episode host, John Golden engages in a thought-provoking discussion with Markus Neukom, a leadership coach known as the “authenticity alchemist.” The episode delves into the pervasive issue of imposter syndrome, particularly among high-achieving individuals, and its intricate relationship with authenticity. This blog post will break down the... Read more »
  • 🎧 Overcoming Imposter Syndrome and Embracing Authenticity
    In this podcast episode, host John Golden sits down with Markus Neukom, a leadership coach known as the “authenticity alchemist,” to discuss imposter syndrome and its connection to authenticity. Markus explains how imposter syndrome, a common experience among high achievers, often stems from an “authenticity struggle.” He shares actionable strategies... Read more »
  • Understanding the Austrian School of Economics (video)
    In a recent episode hosted John Golden engaged in a thought-provoking discussion with Walter Block, a prominent economist from Loyola University New Orleans. The conversation delved into the core principles of the Austrian School of Economics, contrasting it with neoclassical economics. Walter Block, known for his extensive writings including “Defending... Read more »
  • 🎧 Key Insights on Austrian Economics
    Join John Golden as he interviews economist Walter Block about the Austrian School of Economics. In this episode, they explore the principles of human action, deductive reasoning, and the critical role of entrepreneurship. Walter contrasts Austrian and neoclassical economics, critiques government interventions, and emphasizes the value of free-market dynamics. Discover... Read more »
No RSS Item
    +

    HelloLeads Blog

  • 10 Must-Have Marketing Strategies to Scale Your Business
    In today’s hyper-competitive world, scaling a business isn’t just about working harder; it’s about working smarter. Marketing strategies play a crucial role in this journey, as they determine how you attract, engage, and retain customers.Read More ... The post 10 Must-Have Marketing Strategies to Scale Your Business first appeared on... Read more »
  • Key Social Media Platforms Every Business Should Prioritize
    Social media is no longer a luxury for businesses; it's a necessity . With billions of active users across various platforms, social media provides a golden opportunity to connect, engage, and grow your business on a global scale. Read More.. The post Key Social Media Platforms Every Business Should Prioritize... Read more »
  • 5 Proven Ways to Help the Planet in 2025
    The year is 2025, and the urgency of climate action has never been more apparent. The effects of climate change are no longer distant threats, but present realities. Read More... The post 5 Proven Ways to Help the Planet in 2025 first appeared on HelloLeads Blog. The post 5 Proven... Read more »
  • Boost Your Business Potential with These 5 Must-Have CRM Integrations
    In today’s competitive landscape, a robust Customer Relationship Management (CRM) system is no longer just a luxury—it’s a necessity for businesses striving to deliver exceptional customer experiences and streamline their operations .Read More.. The post Boost Your Business Potential with These 5 Must-Have CRM Integrations first appeared on HelloLeads Blog.... Read more »
  • Redefining Sales: How CRM Technology is Transforming the Game
    In today’s highly competitive business environment, CRM technology is not just an upgrade—it’s a revolution reshaping sales strategies for businesses worldwide.Read More.. The post Redefining Sales: How CRM Technology is Transforming the Game first appeared on HelloLeads Blog. The post Redefining Sales: How CRM Technology is Transforming the Game appeared... Read more »
  • Local SEO Mastery: Strategies to Get Your Business in Front of More People
    In today’s highly competitive digital landscape, having a great product or service is just the beginning. To thrive, local businesses need visibility where it matters most—online. Read More.. The post Local SEO Mastery: Strategies to Get Your Business in Front of More People first appeared on HelloLeads Blog. The post... Read more »
  • Master Your Day: 7 Habits of Highly Productive People
    In today’s fast-paced world, it often feels like there’s never enough time to get everything done. Deadlines loom, tasks pile up, and distractions are everywhere—making productivity seem like an elusive goal. Read More.. The post Master Your Day: 7 Habits of Highly Productive People first appeared on HelloLeads Blog. The... Read more »
      +

      Best Small and Medium Business CRM Software – ConvergeHub

    • System Fields Modification
      The post System Fields Modification appeared first on Best Small and Medium Business CRM Software - ConvergeHub.... Read more »
    • Basics of Sales Automation and Its Essential Components
      Efficiency and accuracy – the success mantra for every business! But how does a business achieve that? Simple, get your job done through automation tools! Certain business processes such as the sales process can produce wondrous results when automated. Automation tools are a game-changer in the industry. Automation in sales... Read more »
    • Your Business Model is About to Get DISRUPTED
      Question for you: Are you truly prepared for the customer landscape of 2025? The changes coming in 2025 are NOT incremental changes. I’m talking about a COMPLETE transformation of how businesses acquire, engage, and retain customers. Remember when sales strategies used to be straightforward? Those neat little funnels and predictable... Read more »
    • Cal.com Integration
      The post Cal.com Integration appeared first on Best Small and Medium Business CRM Software - ConvergeHub.... Read more »
    • The REAL Power of a Business
      I think of Businesses as ‘manifestation machines’. Or as a force that multiplies human potential. I think that the moment when for the first time someone feels that little Spark inside them and decides to build a business… it’s pure magic It’s the moment when a entrepreneur is created. This... Read more »
    • How Integrating Feedback Tools with Customer Management Systems Improves Agency Efficiency
      In a fast-changing market, staying connected to customers is a key challenge for many agencies. As businesses seek ways to improve efficiency and growth, integrating customer feedback management tools with customer relationship management systems emerges as a powerful strategy. By combining these systems, agencies can boost productivity and improve customer... Read more »
    • Lead Generator Free Tool
      DOWNLOAD The post Lead Generator Free Tool appeared first on Best Small and Medium Business CRM Software - ConvergeHub.... Read more »