Reddit - R/CRM

  • CRM that integrates well with FB messenger and groups
    I'm starting a new role in a company that markets primarily using FB messenger to their public FB group. My role will be to contact any new people joining the group, and I need to have a CRM to keep track of all the new group members as well as... Read more »
  • Pick my CRM apart ✅
    I’m the founder for Salesdash CRM (salesdashcrm.com) — started this during Covid and built it after my sales management experience at Tesla and KeepTruckin. I just want to continue to make this CRM better and as easy-to-use as possible. I decided to start it because CRM really helped my career,... Read more »
  • Is Zoho CRM the only option for us?
    Hi everyone, I run a financial advisory/planning firm. We currently use an industry specific CRM. However, we're growing out of it. We have 11 people in our firm total. Our current problems: We're not sales-oriented. We have 500 existing clients, and we only let in about 1 new client per... Read more »
  • Any alternatives to GoHighlevel?
    Hi, as the title says, I am looking to find an alternative to GoHighlevel that is maybe cheaper, I am tempted to use the one from Jungleworks as pricing is much better than GHL's. I am looking for a CRM that can make calls, send text messages and that can... Read more »
  • Where to start? Is a CRM tool what is needed for this workflow or is there a better solution?
    We have a tattoo studio. We get many leads / requests for tattoos via our online form and it has become a challenge to manage them all... so the top of funnel is great. Now we need to manage the customer journey and scale with more artists. Is CRM what... Read more »
  • Your current favorite automation in CRM?
    Would love to hear what automation(s) are helping save you time to focus on revenue generating activities. submitted by /u/jalyles [link] [comments]... Read more »
  • Email /cold email plugins for suitecrm or espocrm or vtiger crm
    is there any plugin or extension available to use suitecrm or espocrm or vtiger crm as a outreach.io or reply.io or as a cold email tools? Few of them have email inbox but cannt use as a separate email for different sales rep. submitted by /u/robertniro1980 [link] ... Read more »

    Agile CRM Blog

  • Top Business Process Management Tools
    Business process management tools are a vital part of any company’s operations. They help organizations streamline workflows, manage resources and information, and provide fast, accurate insight into the data that drives their business. In this blog post, we will be looking at the top BPM platforms for next year. Check... Read more »
  • 8 Best Website Builders for Small Businesses
    Are you trying to find the finest website builder for small businesses but aren’t sure where to start? A website is essential for small businesses. Social media alone does not give you a lot of control over your consumer base or marketing. Furthermore, your buyers must visit your website in... Read more »
  • Best Email Finder Tools Available in 2021
    Efficient lead generation necessitates the use of efficient tools. With so many seemingly similar options on the market, it’s difficult to choose one based solely on the service website. This is why we have compiled a list of the best email finder tools, along with their features and prices, and... Read more »
  • How the 10 Worst Ecommerce CRM Fails of All Time Could Have Been Prevented
    CRM (customer relationship management) refers to systems used by companies to manage current and potential customers and use the data obtained to build customer relationships, which will in turn increase sales. But not all businesses get to reap the benefits of this remarkable tool. CIO magazine reported that approximately a third... Read more »
  • 7 Best Tools to Manage CRM Workflows
    A good CRM solution focuses on the one thing that keeps your business alive – the customer. The best CRM systems offer the most efficient means to reach out and get to your customers as well! This means your solution should offer a host of tools including workflow automation, contact... Read more »
  • Everything You Need to Know About Lead Management Software
    What is a Lead Management Software? Lead management simply refers to all systems and activities revolving around acquiring and capturing leads, monitoring their activities and behavior, educating and engaging them, for the sole purpose of getting them sales-ready and converting them from leads to clients. It involves all activities, systems,... Read more »
  • The Utmost Importance of CRM Analytics
    Customer relationships are at the heart of every business. It doesn’t matter what size or type of company you own, there is no substitute to creating lasting and strong customer relationships. It is no longer about making a sale because long gone are the days when customers obliged to simple... Read more »

    Nutshell CRM Blog

  • Announcing Nutshell drip sequences: Deliver a perfectly timed email series without a single click
    Nurturing your email subscribers takes a lot of work. So…what if we did it for you? Several months ago, we introduced our customers to our email marketing platform Nutshell Marketing. Since then, we’ve been working closely with our customers to better understand their email marketing needs and help unite their... Read more »
  • What is marketing? 25 experts define it in one sentence
    Marketing is the one thing every company does but nobody can agree on. A marketer could spend their time writing blog articles, designing marketing emails, recording podcasts, sharing content on social media, managing PPC channels, producing virtual events, gathering product feedback from customers…we could list a dozen more things and... Read more »
  • The best marketing emails sent by Nutshell customers, vol. 1
    We wanted to showcase some of the ways our customers are expertly (and beautifully) using Nutshell Marketing to reach audiences and drive business! Since being launched earlier this year, we are seeing more and more Nutshell CRM customers using our email marketing platform Nutshell Marketing to reach their audiences, measure... Read more »
  • How to engage millennials with email
    Proper email marketing allows companies to learn about and build relationships with their target audience, increase brand authority and customer loyalty, and boost revenue. In short, email marketing is an incredible channel that’s been proven, time and time again, to produce amazing ROI. But how does email perform with younger... Read more »
  • 5 ways to make your emails more persuasive
    Email marketing can be captivating, persuasive, powerful, and a phenomenal tool for lead generation—if you know what you’re doing. Unfortunately, it’s so easy to just slap words together and hit “send” without really thinking about what you’re saying. This approach may yield the occasional win. But for the most part,... Read more »
  • 5 ways to boost your email response rate
    If you want to succeed with email—and let’s be real, who doesn’t want that?—you need to track important metrics like your open, click-through, and conversion rate. But there’s one metric that doesn’t get the love it deserves: the email response rate. In this article, we’ll discuss what email response rate... Read more »
  • VideoA farewell to the open rate
    This fall, when we all unwrap our batch of new emojis with iOS 15, we’ll also say goodbye to something that’s been in the marketer’s toolbox for 20 years: the open rate. Apple’s new Mail Privacy Protection feature eliminates the ability for email marketers to measure opens. iOS Mail currently... Read more »

    Microsoft Dynamic Whitepapers

  • Budgeting Without Spreadsheets
    A study of 500 finance professionals on their attitudes towards budgeting Prophix Dynamics 365Business CentralFinance and OperationsDynamics AXDynamics GPDynamics NAVBI and ReportingBudgetingCorporate Perf Mgmt (CPM)Financial ManagementKPIs... Read more »
  • Budgeting Without Spreadsheets Checklist
    Use this checklist to determine when CPM software will help you improve your annualbudgeting process and reduce your reliance on spreadsheets Prophix Dynamics 365Business CentralFinance and OperationsDynamics AXDynamics GPDynamics NAVBI and ReportingBudgetingCorporate Perf Mgmt (CPM)Financial ManagementKPIs... Read more »
  • 7 Ways to Reduce the Time You Spend on Budgeting without Spreadsheets
    This whitepaper is for financial professionals – in any industry – who need to reduce the time and effort involved in creating annual budgets Prophix Dynamics 365Business CentralFinance and OperationsDynamics AXDynamics GPDynamics NAVBI and ReportingBudgetingCorporate Perf Mgmt (CPM)Financial ManagementKPIs... Read more »
  • How Companies Benefit from Project Management Solutions
    Read about six companies and how the right project management solution helped them achieve their business goals proMX Dynamics 365Customer EngagementProject Service AutomationProject OperationsEngineeringManufacturingProfessional ServicesProject Management... Read more »
  • Microsoft Dynamics 365 Project Operations: Everything You Need to Know
    Read how Dynamics 365 Project Operations helps you tackle internal and external challenges in project management proMX Dynamics 365Customer EngagementProject OperationsAutomotiveConstructionEnergyEngineeringManufacturingProfessional ServicesUtilitiesProject Management... Read more »
  • What Marketing Tools Belong in Your Tech Stack?
    Equipping your company with the right marketing automation tools is a must in this day and age emfluence Dynamics 365Customer EngagementDynamics CRMDynamics MarketingPower platformEmail ManagementMarketing AutomationMarketing Resource Mgmt (MRM)Sales & Marketing... Read more »
  • How to Optimize the Diagnostic Phase of Your Next Microsoft Dynamics 365 Project
    Key steps an organization can take to greatly improve their partner relationship, project execution, and outcome Mavim Dynamics 365Finance and OperationsDynamics AXPower platformAerospace & DefenseAutomotiveConstructionConsumer GoodsEngineeringFinancial ServicesInsuranceManufacturingOilPharmaceuticalsProfessional ServicesRetailSoftwareTelecommunicationsTransportationUtilitiesWaste Management3PLAccountingBankingBusiness Process MgmtCommunicationsCustomer Experience (CX)Data ArchivingData IntegrationData MigrationData WarehousingEnterprise ArchitectureFinancial ManagementForecastingGovernance, Risk, and Compliance (GRC)HR ManagementInventory ManagementLogisticsManaged ServicesManufacturingPartner StrategyPayment ProcessingProcurementProduct Lifecycle MgmtProduct... Read more »

    Microsoft Dynamics CRM - Community

  • Blog Post: Get a value from Dynamics 365 CE API with Async Await
    Summary As a Customer Engineer with Microsoft, I have seen many ways in which Customers and ISVs are being alerted to the fact that they have potential performance issues caused by synchronous (sync) XMLHttpRequest (XHR) in their Dynamics 365 CE (D365CE) custom JavaScript code. The goal here is to demonstrate... Read more »
  • Forum Post: RE: Copy quote entity by plugin
    Thank you for the quick response! "To be honest I'm not sure why do you need all that code. The following should be enough:" Pure despair ; -) I removed the CloneEntitySandbox method and added the suggested removal off the quotenumber. That seems to fix the problem - the record... Read more »
  • Forum Post: RE: Copy quote entity by plugin
    Hello, To be honest I'm not sure why do you need all that code. The following should be enough: Entity record = client.Retrieve( ((EntityReference)context.InputParameters["Target"]).LogicalName, ((EntityReference)context.InputParameters["Target"]).Id, new ColumnSet(true) ); record.Id = Guid.Empty; record.Attributes.Remove("quoteid"); record.Attributes.Remove("sit_vorgang"); record.Attributes.Remove("statecode"); record.Attributes.Remove("statuscode"); //I believe this is the attribute that blocks the create record.Attributes.Remove("quotenumber"); client.Create(record);... Read more »
  • Forum Post: Copy quote entity by plugin
    I would like to clone a quote by plugin but it fails with "Cannot insert duplicate key row in object 'dbo.QuoteBase' with unique index 'ndx_Unique_Quote'. The duplicate key value is redacted". I am trying to simply copy the entity to an new one and create that one. I am aware... Read more »
  • Forum Post: RE: Ribbon Work Bench: Show/Hide Custom Button based on Selected TypeName or TypeCode
    Since queueitem contain multiple types of records so you can't apply enable rules only. So below is the left option only. Use below CRM parameter from available list of parameters in your custom button command and pass it as parameter to the JS function. Here is sample JS as well.... Read more »
  • Forum Post: Customize Lead Disqualify Button
    Hello, I want to customize disqualify lead button in a way that when specific status reason is selected on disqualify button i want to check one field on form whether value contains if not show alert message and make field required. i have tried this on save event of form... Read more »
  • Blog Post: Dynamics CRM: Setting ILogger With Different Azure Application Insight Subscription
    When first time I saw this documentation (about sending Log to Azure Application Insight), I wanted to implement it in my environment. But when I tried to set it from Data Export (Preview) blade, we must have a subscription in the same environment (if you subscribe to Dynamics CRM using xxx@xxx.onmicrosoft.com, then... Read more »

    Salesflare Blog

  • 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 »
  • Salesforce vs Zoho vs HubSpot vs Pipedrive vs Salesflare: what’s the best sales CRM for small businesses in 2022?
    Looking for the right CRM among 640+ alternatives? Quickly read up on the leading CRMs in this structured comparison of the best sales CRMs for small businesses. The post Salesforce vs Zoho vs HubSpot vs Pipedrive vs Salesflare: what’s the best sales CRM for small businesses in 2022? appeared first... Read more »
  • 21 Best Sales Podcasts You Should Check Out (2022 update)
    Featured sales podcasts: The Sales Hacker Podcast, SaaStr, The Art of Charm, Sell or Die, The Sales Evangelist, Young Hustlers, Sales Engagement, Accelerate!, The Advanced Selling Podcast, The Prospecting Expert, Women in Sales, The Ziglar Show, Catalyst Sale Podcast, Predictable Prospecting, In the Arena, ... The post 21 Best Sales... Read more »
  • Find anyone’s email address
    You can now find your prospects' email addresses straight from the CRM, one by one and in bulk while importing. The post Find anyone’s email address appeared first on Salesflare Blog.... Read more »
  • 7 Best Lead Management & Tracking Software + Feature Comparison
    Discover the 10 core features the top 7 lead management and tracking software platforms have, how satisfied real users are with each, and their pricing. The post 7 Best Lead Management & Tracking Software + Feature Comparison appeared first on Salesflare Blog.... Read more »
  • How To Send Mass Emails In Gmail & Outlook That Seem Personal
    Want to send mass emails from your Gmail or Outlook inbox… and look awesome in front of the audience receiving the emails? Then this is the guide for you. The post How To Send Mass Emails In Gmail & Outlook That Seem Personal appeared first on Salesflare Blog.... Read more »
  • 7 Best CRMs for Outlook + Integration Features
    Discover the 10 core features the top 7 Outlook CRM have, which CRM software is best integrated with Outlook, and how satisfied real users are with each. The post 7 Best CRMs for Outlook + Integration Features appeared first on Salesflare Blog.... Read more »

    Iris CRM

  • What is a Payment Gateway?
    Payment gateways are ecommerce solutions that connect customers, merchants, and payment processors to make the near-instantaneous handling of electronic payments possible. Some payment gateways are built directly into hosted ecommerce platforms, and some are third-party services that integrate with a seller’s merchant account and website. But, regardless of how a... Read more »
  • ISO Startup Guide Part 1: Getting Started
    Payment processing is big business, and while independent sales organizations (ISOs)  only earn a fraction of a percent on each of their merchants’ transactions, those residuals add up quickly into a lucrative monthly revenue source. But, if you’re looking at entering the industry to take advantage of the opportunity electronic... Read more »
  • Hiding and Disabling Statements for Merchant Users
    Take your merchant portal to the next level of customization with our newest improvement.  We are happy to announce that the visibility of the Statements tab for Merchant Users is now fully customizable.  Whether you would like your merchants to see Statements or not, access can now be controlled in... Read more »
  • Gmail & Outlook Tips and Email Integrations to Save Time
    Email is a necessity of modern business, but despite the level of dependence we have on it, it’s notoriously inefficient. Gmail and Outlook are the two undisputed kings of business email today, and both include tools designed to help you chip away at the inefficiencies of the medium. The following... Read more »
  • IRIS CRM & QuickBooks Invoice Guide
    Sending invoices and collecting payments is a vital part of running your business, meaning it’s important that you have the right tools for creating, sending, processing, and tracking all of your clients’ invoices and payments. IRIS CRM offers built-in invoicing and payment features that work hand-in-hand with the customer relationship... Read more »
  • What Can TurboApp Do For Your ISO?
    TurboApp is IRIS CRM’s built-in automated boarding tool, which integrates with seven top payment processors and puts blazing-fast merchant onboarding at the fingertips of even the most inexperienced ISO staff. TurboApp offers ISOs like yours a wide variety of benefits, covering everything from the speed of your onboarding process, to... Read more »
  • Thank You WSAA!
    The IRIS CRM team had a fantastic time last week at WSAA 2021 connecting with long time industry friends and acquaintances as well as making many new connections. Speaking with other passionate payments industry professionals in-person for the first time in almost 2 years was invigorating for us and we’re... Read more »

    Kapture CRM - Blog

  • Customer Experience Vs Customer Engagement: Everything You Need To Know
    Customer Engagement  Customer Experience  Brands making an effort to maintain customer relationships  Customers’ perception of the brand Aims at customer loyalty and customer lifetime value  Aims at overall customer satisfaction  Any communication between the brand and the customer  Stems from a customer’s sum total interactions with the brand Though customer... Read more »
  • Top 10 E-Commerce Customer Segmentation Strategies
    Customers are not a homogeneous group. Their buying pattern is quite distinct because of the variety of products available in the market as well as their taste and preferences, which cultivates segmentation based upon similar expectations. What is a Customer Segmentation Strategy? The customers might be grouped together based on... Read more »
  • B2B Customer Service: Its Importance in the B2B Industry
    80% of B2B buyers expect the same buying experience that is given to the B2C customers. A great word of mouth from the customers can get you all the attention and attraction in the market than any marketing strategy ever will. Every business aims to grow and be the best... Read more »
  • Want To Write An Inspiring Customer Service Vision Statement? Let’s Show You How It’s Done!
    “That’s what she said” “OH. MY. GOD” “I am the danger” Rings a bell, right? While reading these profound quotes/lines, you could establish that connection with the situation or person involved, isn’t it? Got back from the office and met with friends and now am breaking bad, for those who... Read more »
  • Customer-First: What Is It And Why Should You Care?
    Maintaining the pace at which a market works and how businesses cope up is a challenge, with the competition increasing and innovative startups coming forward to takeover is something existing businesses should be ready to tackle. But the question is how to do that? The first and foremost necessary task... Read more »
  • What is customer service policy and why is it important?
    We all have come across a situation where different customers with a similar issue have been through different types of remediation processes. One might have had a long and tedious ticket remediation process while the other might have just had to spend 5 mins on getting their customer service ticket... Read more »
  • Building Customer Trust: 5 Easy Ways to Do It
    According to Forbes, a whopping 83% of customers would recommend a company they trusted to others.  This statistic alone is enough to make you understand the importance of building trust among the customers. Every business adheres to values such as honesty, loyalty, and respect, but one value that is critical... Read more »


  • How Leaders Should Be Approaching The Current Global Crisis
    In this Expert Insight Interview, Scott Paradis discusses leadership, … Scott Paradis helps people achieve their full potential through his transformational books, online programs, and live training. He helps his clients understand the way life works so they can embrace their ultimate power. Scott had a 30+ year career with... Read more »
  • 🎧 How Do You Help Remote Sales Teams Work More Efficiently
    It is impossible to record the nuances of a conversation through note-taking, so why not record the most pertinent snippets of every Zoom meeting instead? In this Expert Insight Interview, we welcome Richard White, founder/CEO of Fathom. Visit us on Apple Podcast You can also find SalesPOP! on all major podcast stations.... Read more »
  • 🎧 How Leaders Should Be Approaching The Current Global Crisis
    The fundamentals of leadership always remain the same, but the challenge is in the implementation. In this Expert Insight Interview, we welcome Scott Paradis, who helps people achieve their full potential through online programs, transformational books, and live training. Visit us on Apple Podcast You can also find SalesPOP! on all major... Read more »
  • How Do You Help Remote Sales Teams Work More Efficiently (video)
    In this Expert Insight Interview, Richard White discusses how to help remote sales teams work more efficiently. Richard White is the founder and CEO of Fathom, a Zoom plugin that allows you to record and highlight your meetings in real-time, so you can write notes or share clips from your... Read more »
  • Twelve Digital Marketing Trends for 2022 and How You Can Take Advantage of Them
    2022 is here, and marketers need to research digital marketing trends to stay ahead of their competitors and hire the right talent. Doing research to find the best solutions on the market and automate business processes is essential to increase profits,or to structure your business planning. In this article, we... Read more »
  • How to Create Financial Safety Nets – Business & Individuals (video)
    In this Expert Insight Interview, Laura Adams discusses how to create financial safety nets, delivering tips for individuals and small-business owners to minimize risks and protect hard-earned assets and survive any crisis. Laura Adams is a nationally-recognized personal finance and business expert, author of nine books and audiobooks, including Money... Read more »
  • Healthy Habits for Entrepreneurs from Plant-Based Foods (video)
    In this Expert Insight Interview, Kathy Davis discusses healthy habits for entrepreneurs from the perspective of plant-based foods. Kathy Davis is a plant-based life coach, recipe developer, and founder of VegInspired. This Expert Insight Interview discusses: The benefits of a plant-based diet How to create a healthier food environment Harnessing... Read more »

    HelloLeads Blog

  • Top 5 ways to use WhatsApp Business like a Pro for your growing Small Business
    In January 2018, WhatsApp released a standalone business app targeted at small business owners, called WhatsApp Business, which allows businesses to communicate with their customers who use the standard WhatsApp application. The WhatsApp Business app makes it easy, to personally connect with your customers, highlight your products and services, and... Read more »
  • VideoBeating Omicron shouldn’t be difficult for your small business
    Omicron is around the corner and knocking on our doors. Given our experience with COVID 19 and lockdowns, we should be better off this time. With continued restrictions or lockdowns, the environment will continue to get blurred between the physical office and home.  Work will continue to happen from both... Read more »
  • How To Generate Leads Using WhatsApp Business Account
    With more than 2 billion users worldwide WhatsApp has become the most effective way for many businesses to reach out to their prospects and customers. Many businesses prefer WhatsApp based lead and customer communication as a convenient medium to get more response and eventually more sales. This was one of... Read more »
  • How to create a WhatsApp Business profile for your small business
    The backbone of a small and medium business is communication and working with the team. In the digital era, direct communication slips down and we need to communicate with our team through digital medium. When it comes to digital communication platform, there are lots of apps available in the market... Read more »
  • Top 5 ways for building successful collaborations at workplace
    Collaboration at workplace is when two or more individuals come together to find a solution to a common problem. When working on a project, individuals often need the input of other employees. By collaborating with others from different departments or even different offices, skills can be grouped to make the... Read more »
  • Top 6 Skills Entrepreneurs should learn from Steve Jobs
    Steve Jobs is one of the greatest inspiration for many people who want to make their mark in the tech world. The tech genius made Apple one of the most valuable and successful companies in the world. Years after his passing, most young entrepreneurs consider him as a source of... Read more »
  • NASSCOM Webinar Beating Omicron should not be difficult for your small business
    Register today Omicron is around the corner and knocking on our doors. Given our experience with COVID 19 and lockdowns, we should be better off this time. As and when the lock downs continue, the environment will continue to get blurred between the physical office and home.  Work will continue... Read more »

    Best Small and Medium Business CRM Software – ConvergeHub

  • there’s common theme behind all HOT trends
    Around this time of the year when we all getting started on driving sales growth for the year, there’s one topic that keeps coming up – hot trends. For a company like ours with a product that primarily focuses on acquiring and retaining Customers, the question that we get asked... Read more »
  • why customer relationship matters
    If you’ve been involved with any type of organization for any period of time, you know how hard it is to build relationship with your customers. Customers are busy running their companies and lives. You are busy closing new sales. You get customers the product or service they need. And... Read more »
  • The magic and mathematics of a brand new year
    There is something magical about a brand New Year.. don’t you think? We complete one trip around the sun and begin another trip. It’s almost as if before we embark on another new journey, we get the chance to pause and think about our destination… where do we want to... Read more »
  • 5 reasons why next year will be just like this year
    Is your inbox flooded with offers to self-improvement and success planning classes? It’s funny how every business leader’s inbox overflows with ‘success planning’ and ‘goal setting’ invitations around this time of the year. But before you jump in and join any of those classes/courses/masterminds/coaching sessions here are a few things... Read more »
  • what can you control?
    The last two years reminded us that there are MANY things that can affect us that are totally out of our control. If you didn’t reach your goals this year, my guess would be that the pandemic, lock downs, the need to do everything virtually, and the challenges of working... Read more »
  • are you changing?
    The world is changing at an incredible pace.. we have been hearing about technologies like Artificial Intelligence, Machine Learning, Blockchain, Virtual Reality and Augmented Reality for some time now…. and as these technologies mature and come together their impact is going to change the way we live, work and play…... Read more »
  • Season of Bests and Worsts
    Going into December, I always feel like we have officially entered the season of Bests and Worsts.. you know… it’s that time of the year when you start seeing those important-sounding lists everywhere that proclaim to catalog the ’10 Best [something] of the Year’ or ’20 Worst [something else] of... Read more »
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