Reddit - R/CRM

  • What is Salesforce marketing Cloud and its benefits in 2023?
    Salesforce Marketing Cloud is a potent digital marketing platform that gives companies the ability to design, automate, and distribute individualised marketing campaigns across a variety of channels. Salesforce Marketing Cloud will still be a top option for marketing technology in 2023 and will provide firms with a number of advantages.... Read more »
  • Looking for a good ticketing software program
    We are a very small company, and I have been handling customer questions pretty much on my own. The company recently hired a second customer service employee. Now we're looking for a good ticketing system, so we can track handled questions etc. It doesn't have to be feature rich, we... Read more »
  • Hoping for a little market research
    Hi all. I’m setting up a new business serving heads of CRM/ CRM managers. So I really just want to hear from CRM leaders(or anyone familiar) and understand what your top three issues are at the moment. I really want to make sure I understand my customers problems properly. I... Read more »
  • connecting inbound calls/texts/emails into CRM
    I originally had this idea while supporting my brother's construction biz...I'm building an app that will a) use AI to automatically reply to inbound texts/emails/calls from new clients + queue up the follow up appointment b) then organize those conversations into a CRM-like container, so you'd never need to manually... Read more »
  • Messy/Old CRM
    Hey guys! I recently got hired somewhere and we are using a CRM program only problem is they’ve been using it for over 5-6years and it’s filled with old contacts, extra/too many tags and it’s a mess! What’s the best solution? My thoughts were to export the “paying members” to... Read more »
  • Do you use CRMS? A poll for a hackathon
    Hi everyone, we are team doing a hackathon for an AI jam. We wanted to poll sales people that use CRMS to try and find a common ground of cool features we can make during the hackathon. We decided to target CRMs and particularly AI integration with CRMs. If you... Read more »
  • Need an opinion about Com.Bot Whatsapp business api
    Hey guys https://com.bot/waba I came across this and this seems the most viable and cheapest option for me for whatsapp api and integrate it in my platform. as i have my own crm i am not looking for any other tools or features just only whatsapp api for my users... Read more »

    Agile CRM Blog

  • 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 »
  • 10 Most Common Questions about Live Chat Tool Answered
    Customer success is key to the growth of any business, especially for those who deeply depend on website sales growth. The need for live chat tool in the current industry is driven by the growing demand for delivering efficient and convenient customer service. It has become inevitable for many businesses... Read more »
  • Best Screen Recording Chrome Extensions in 2023
    Screen recording chrome extensions are tools that allow users to record their screen activity and save it as a video file. These extensions can be installed on web browsers such as Google Chrome and Mozilla Firefox, and are typically used for creating tutorials, demonstrations, and other types of video content.... Read more »

    Nutshell CRM Blog

  • Creating Custom Fields and Data Forms in Your CRM
    A CRM provides valuable benefits for your entire company, giving your sales and marketing teams the customer data and insights they need to engage with the right audience and drive sales. It’s critical to follow certain best practices for managing that data to make sure your team always has the... Read more »
  • Managing and Organizing Your CRM Data
    Your customer data is a treasure trove of valuable information you can utilize to increase revenue and drive business growth. Centralizing your data in a customer relationship management platform (CRM) is an effective way to manage data from multiple channels and ensure everyone on your team can access the information... Read more »
  • Should I Use a Professional Services-Specific CRM?
    A customer relationship management (CRM) platform exists to gather, store, categorize, and analyze customer data in a single, centralized location. That makes it an essential tool for any business, including professional services companies like yours. But what kind of CRM should you get? Many CRMs are designed for all kinds... Read more »
  • How to Manage a Sales Pipeline for a Professional Services Company
    Every business has a sales pipeline. What’s a sales pipeline? In short, it’s the journey people take to become customers at your company. But while every business has a sales pipeline, not every business makes a point of tracking or managing it—something you should definitely do. Your professional services company... Read more »
  • Software for Professional Services Companies: What’s in Your Tech Stack?
    If your professional services company doesn’t yet have a tech stack, you definitely need one. A tech stack is a collection of business tools that work together to help you manage your company processes, and it helps companies work more efficiently. Of course, different types of businesses use different tech... Read more »
  • Software for Roofing Companies (What’s Your Tech Stack?)
    A tech stack is a set of technological tools used by a business. Tech stacks can be optimized for a specific purpose—like marketing or customer service—but you can also create tech stacks that help you manage your business. Every business needs a tech stack of some kind, and your roofing... Read more »
  • Why CRMs Are the New (and Improved) Spreadsheets
    Spreadsheets have been around for years, and many still consider them the tried and true method of managing data. But when it comes down to improving your team’s productivity and efficiency, spreadsheets have a lot of limitations.  Want to see a chronological record of your sales activities or an overview... Read more »

    Microsoft Dynamic Whitepapers

  • (Infographic) Top 10 Reasons Why It’s Time to Move from Legacy ERP to the Cloud
    Are you still relying on an outdated, legacy ERP system for your business? Quisitive Dynamics 365Business CentralDynamics GPDynamics SLData Migration... Read more »
  • Dynamics AX vs. Dynamics 365: What’s the Difference, and is it Time to Upgrade?
    Key differences between the two platforms, highlighting the benefits and advantages of upgrading to Dynamics 365 Quisitive Dynamics 365Finance and OperationsDynamics AX... Read more »
  • (Infographic) Dynamics AX vs. Dynamics 365 Finance: A Head-to-Head Comparison
    Are you currently in the process of evaluating different ERP solutions for your business? Look no further than Microsoft’s two powerful options: Dynamics AX and Dynamics 365 Finance. Quisitive Dynamics 365Finance and OperationsDynamics AX... Read more »
  • Cheat Sheet for a Successful Cloud ERP Migration
    Valuable insights and practical tips to help businesses make a smooth and successful transition to the cloud Quisitive Dynamics 365Business CentralDynamics GPDynamics SLData MigrationSaaS... Read more »
  • Reclaim Your Contracting Freedom: Overcome Time & Expense Audit and Compliance Hurdles
    Learn more about Federal Acquisition Regulations clause 52.216-7, and how to remain compliant with the Department of Defense DATABASICS Dynamics 365Business CentralFinance and OperationsDynamics AXDynamics GPDynamics NAVDynamics SLGovernmentExpense ManagementGovernance, Risk, and Compliance (GRC)Regulatory ComplianceTime & Attendance... Read more »
  • The State of Product Information Management (PIM)
    6 key PIM capabilities to strengthen your digital business Dynamicweb Dynamics 365Business CentralFinance and OperationsDynamics AXDynamics NAVE-Commerce... Read more »
  • Special Report: B2B eCommerce Trends for 2023
    If you're a decision maker in a B2B organization that hasn't yet explored eCommerce in detail, this report is a must-read Dynamicweb Dynamics 365Customer EngagementBusiness CentralFinance and OperationsDynamics AXDynamics NAVE-CommerceWeb Storefront... Read more »


  • Using data & analytics to maximize return on effort
    We are fortunate enough to work in an industry where most people have hard-wired motivation and work very hard. How much harder can they work? Even if they could fit another hour in the day, small incremental gains in effort don’t lead to exponential growth in results. How can you... Read more »
  • Digital transformation in the staffing industry: What lies ahead for 2023
    Digital transformation remains on everyone’s mind. In this year’s Global Recruitment Insights and Data (GRID) Industry Trends Report, over 2,000 staffing professionals listed it as one of their top priorities. But digital transformation is more than just a buzzword – it’s the key to long-term, sustainable growth. What does digital... Read more »
  • Navigating economic uncertainty as a clerical & light industrial firm
    Learn how Bullhorn Clerical & Light Industrial can empower your firm to achieve more with your existing team and invest now to win later.... Read more »
  • How to drive more traffic to your clients’ postings – without overspending
    Struggling to attract enough job seekers to your clients’ job listings without breaking the bank? As a staffing firm, finding the right talent to fill your clients’ open positions is critical – but nobody has an unlimited budget.  While there’s no “silver bullet,” these tactics will help you drive more... Read more »
  • How your tech stack can help better engage talent
    The rules of engagement have changed. The modern candidate expects a modern recruitment experience, one that’s both personalized and high-tech, and firms that don’t keep up run a risk of losing out on talent. According to this year’s GRID Industry Trends Report, firms that struggled in 2022 were four times... Read more »
  • VideoUnlocking business growth: Connecting candidate experience to value metrics
    When an industry undergoes digital transformation, we see a ripple effect. Certain core services lose value, the performance of traditional channels falters, and customers start to control the process. As staffing begins to digitally transform, like finance, travel, and retail before it, our industry is no exception to these changes.... Read more »
  • 3 ways to make WOTC easier for your staffing firm
    First off, what is WOTC? WOTC stands for Work Opportunity Tax Credit and is a government tax incentive offered to employers for hiring individuals from certain target groups who have consistently faced employment barriers. Tax credits range from $1,500 to $9,600 for each qualified candidate with no limit to the... Read more »

    Salesflare Blog

  • Track Your Leads Better
    Salesflare introduces a state-of-the-art email tracking system, filtering on accounts by last email or meeting, and workflows that start instantly. The post Track Your Leads Better appeared first on Salesflare Blog.... Read more »
  • 7 Best CRMs for Gmail/Google Workspace + Integration Features
    Discover the 10 core features the top 7 Google CRM have, which CRM software is best integrated with Gmail, and how satisfied real users are with each. The post 7 Best CRMs for Gmail/Google Workspace + Integration Features appeared first on Salesflare Blog.... Read more »
  • What is a Sales Pipeline? How do I Build an Unbeatable One?
    Learn the 5 steps to consistent sales success, including a free sales pipeline template. Discover the typical pipeline stages, plus how to build and manage a pipeline. The post What is a Sales Pipeline? How do I Build an Unbeatable One? appeared first on Salesflare Blog.... Read more »
  • 7 Best Sales Tracking Software for SMBs + Feature Comparison
    Discover the 10 core features the top 7 sales tracking software platforms have, how satisfied real users are with each, and their pricing. The post 7 Best Sales Tracking Software for SMBs + Feature Comparison appeared first on Salesflare Blog.... Read more »
  • Sales Forecasting: How to Do it Quickly & Accurately [+ Template]
    Create a sales forecast in no time. Learn about the methods and formulas, the definition, and get a free Excel template or a specialized software tool to jumpstart your sales forecasting. The post Sales Forecasting: How to Do it Quickly & Accurately [+ Template] appeared first on Salesflare Blog.... Read more »
  • 10 Best Business Card Scanner Apps for Every Use Case
    Whether you're using a CRM, Google Contacts, Outlook, Android, iPhone, Excel, ... there's a business card scanner in this list for everyone. The post 10 Best Business Card Scanner Apps for Every Use Case appeared first on Salesflare Blog.... Read more »
  • 7 Best Cloud-Based CRM Software in 2023
    Discover which cloud-based CRM is highest rated and works best for your use case. We've compared the top 7 CRM software platforms for you. The post 7 Best Cloud-Based CRM Software in 2023 appeared first on Salesflare Blog.... Read more »

    Iris CRM

  • What the Collapse of Silicon Valley Bank Can Teach ISOs About Single Points of Failure
    In early March 2023, Silicon Valley Bank (SVB), the 16th largest bank in the United States and the largest bank by deposits in Silicon Valley, filed for bankruptcy, sending shockwaves throughout the financial industry. SVB, a cornerstone of the region’s economy for decades, fell victim to a classic bank run... Read more »
  • VideoWeb Form Enhancements May 2023
    IRIS CRM (an NMI company) is excited to announce the latest round of enhancements to our Web Forms functionality that will save users time and reduce the effort required from merchants. We have added new features that include generating a Web Form based on an E-Sign document, sending existing leads... Read more »
  • Merchant Acquiring for ISVs: How a Payments CRM Can Help Software Companies Bring Payment Processing In-House
    From shopping to banking to business and beyond, the modern digital experience is all about convenience. The lower friction a solution is, the more attractive it is to end users. For independent software vendors (ISVs) serving businesses, reducing friction and taking the end-user experience to the next level increasingly means... Read more »
  • Recruiting ISVs: How a Payments CRM Can Help ISOs Target a Rapidly Emerging Sector
    In a world where software drives so many aspects of daily life, independent software vendors (ISVs) are becoming an increasingly important target for merchant services. For independent sales organizations (ISOs), ISVs represent a two-sided opportunity. On one hand, with so many apps and software platforms on the market, many ISVs... Read more »
  • VideoStreamlined Lead Management In v2
    IRIS CRM is happy to share that we’ve revamped the way leads are managed in v2 for a more streamlined workflow. In the v2 we have combined the two separate pages that were used to update leads in v1 – Manage Leads and Manage Unassigned Leads – into one pop-up... Read more »
  • Scaling and Profitability Challenges in Payment Processing: How ISOs Can Adapt and Overcome
    In a March 2023 LinkedIn post, Faysal Oudmine, the co-founder of Fintecture, offered some insights into Stripe and Adyen – two huge players in the payments space – and how each company was seeing such different results in profitability at large scales. Oudmine noted that Stripe and Adyen both processed... Read more »
  • Becoming a PayFac: The Basics of Adopting the Payment Facilitator Acquirer Model
    In this article: What is a PayFac? The high-level steps involved in becoming a PayFac PayFac technology requirements The buy vs. build decision NMI payment facilitator enablement (FACe): a one-stop solution   What is a PayFac? A payment facilitator (PayFac) is a type of merchant acquirer that provides processing services... Read more »

    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 »


  • Navigating Hybrid Leadership
    Building Trust, Communication, and Accountability in the Changing Workplace The evolving nature of work and organizations has given rise to the concept of hybrid leadership. In this blog post, we explore the challenges and strategies involved in leading in a hybrid workplace. We delve into the importance of establishing a... Read more »
  • Image SEO 101: How To Optimize Website Graphics for SEO
    From 1991 to 2021, it’s estimated that there are a total of 1.88 billion websites online. You have to be unique to stand out and attract visitors to your site. You must make a good impression to make them want to stay on your site and explore more. When users... Read more »
  • 🎧 Unlocking the Secrets of Buyer Personas in a Downturn Economy
    In this podcast episode, John Golden and Jim Karrh discuss the importance of understanding buyer personas and their buying decisions during a recession or downturn. They emphasize the need to revisit buyer personas regularly and talk to recent buyers to inform marketing and sales decisions. Jim Karrh suggests conducting interviews... Read more »
  • Unlocking the Secrets of Buyer Personas in a Downturn Economy (video)
    5 Ways to Reach Buyers During a Downturn In a world where the economy is constantly changing, understanding your buyer personas has never been more important. John Golden and Jim Kraus discuss the key factors that marketers and sales professionals need to consider when trying to reach buyers at the... Read more »
  • VideoThe State of Sales: Industry Reports and Insights
    The world of sales is constantly changing, and it’s important for sales professionals to stay up-to-date on the latest trends and insights in order to remain competitive. Fortunately, there are many resources available to help you do just that. In this article, we’ll explore some of the top industry reports,... Read more »
  • 🎧 The Impact of AI on Sales Enablement: A Game Changer?
    In this podcast episode, John Golden interviews Taft Love about Rev Ops, its definition, and its importance in today’s business world. They discuss the challenges of centralizing functions that traditionally belong to departments, the importance of customer experience, and the role of systems in Rev Ops. They also discuss the... Read more »
  • The Impact of AI on Sales Enablement: A Game Changer? (video)
    How AI is revolutionizing sales and enhancing the salesperson’s effectiveness Rev Ops is a centralized function that manages systems, strategy, and enablement, crucial for companies with a go-to-market strategy that requires collaboration across different departments and shared tools. In a recent podcast episode, John and Taft discussed the impact of... Read more »

    HelloLeads Blog

  • Top 6 Tactics To IncreaseWebsite Page Loading Speed
    The speed at which a website loads plays a significant role in enhancing user experience and website performance. Additionally, a fast-loading website can improve its search engine rankings, leading to improved visibility and traffic. The post Top 6 Tactics To IncreaseWebsite Page Loading Speed first appeared on HelloLeads Blog.... Read more »
  • Art of Qualifying Leads for Effective Sales
    By incorporating the science of lead qualification into your sales strategy, you can improve the quality of your leads, increase your sales conversion rates, and ultimately drive business growth. Don’t leave lead qualification to chance – take a data-driven approach to identify high-quality leads and focus your efforts where they... Read more »
  • Top 10 Ways to Boost Your Business Using ChatGPT
    Are you tired of spending hours crafting the perfect product descriptions or job listings? Do you want to improve your online visibility and reach more potential customers? Look no further than ChatGPT! The post Top 10 Ways to Boost Your Business Using ChatGPT first appeared on HelloLeads Blog.... Read more »
  • Unlocking Sales Success Using Lead Management KPIs
    Ready to take your lead management to the next level? Start by tracking and analyzing important KPIs to gain valuable insights into the performance of your lead management processes. The post Unlocking Sales Success Using Lead Management KPIs first appeared on HelloLeads Blog.... Read more »
  • The Road to Converting Leads Understanding the Stages of Lead Management
    In today’s fast-paced business world, finding new customers and keeping them for life can be a daunting task. But what if there is a way to attract potential customers, build relationships with them, and turn them into loyal customers who will stick with you for the long haul? That’s where... Read more »
  • The Power of Lead ManagementFrom Lost Opportunities to Sales Success
    Do you ever feel like your sales process is scattered and disorganized, with potential customers slipping through the cracks? With an effective lead management CRM such as HelloLeads, you can streamline your sales process, improve lead quality, and increase conversion rates. The post The Power of Lead ManagementFrom Lost Opportunities... Read more »
  • Maximizing Your Sales Potential: A Deep Dive into Lead Management Process
    Are you struggling to effectively manage your leads and convert them into paying customers? Five key steps for effective lead management are lead capturing, segmentation, qualification, distribution, and nurturing. By implementing these steps, you can capture, prioritize, and convert leads into paying customers, ultimately driving revenue growth for your business.... Read more »

      Best Small and Medium Business CRM Software – ConvergeHub

    • Using BEANs to drive Innovation
      How does innovation work in your company? Is there a set budget for it? Are there guidelines and projects and status meetings around it? How about results? If your organization has spent a mini fortune on innovation and has seen zero results… well, you are not alone. Across industries, one... Read more »
    • What is CRM Integration? Tools and Examples for your Business
      As an entrepreneur you must have dreams to scale up. With technology advancement, SMEs are looking forward to embracing the technology and reaching new heights. If you are also on the same track and  planning on your business growth strategy, it is now possible through CRM integration. It helps enable... Read more »
    • 6 Reasons for Implementing an Accounting CRM
      The accounting responsibilities for your small business can quickly evolve into a complex and time-consuming endeavor. As your business expands, the intricacy of your accounting tasks increases.Tasks such as generating invoices, recording journal entries, preparing financial statements, and more become necessary. Implementing accounting software is quite popular in the recent... Read more »
    • Xero & CRM Integrations That Are Popular in 2023
      Gartner reveals that by 2025, more than 80% of the accounting firms will rely on an integrated ecosystem of Xero and CRM to  manage their day-to-day operations. Are you also following the same path? Great , that you have made this decision. Because, that’s what can help you do away... Read more »
    • How to Fix Damaged Customer Relationships
      In my last post, we had discussed about the dilemma that most businesses have to go through at some stage of their lifecycle… The dilemma between customer satisfaction and cost efficiency. Spend too much… and it leads to reduced profitability. Spend too little… and it leads to low satisfaction and... Read more »
    • ConvergeHub Ranked #1 For its Unparalleled Customer Relationship Management, Says Software Reviews
      Leading technology product review website Software Reviews has ranked ConvergeHub #1 for its unparalleled customer relationship management. Over the past couple of years enterprise-grade CRM product ConvergeHub with integrated sales enablement and marketing automation is the preferred choice of the CRM users across the USA. The post ConvergeHub Ranked #1... Read more »
    • Using BEANs to drive Innovation
      Have you noticed that customers are getting angrier? The world itself seems to have become more uncivil, and customers are much more dissatisfied. That is actually putting it mildly. Customers are not just dissatisfied… they are plain angry. In a recent study by Arizona State University W.P. Carey School of... Read more »