CRM

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What is the CRM process? 5 key steps Article

What is the CRM process? 5 key steps

The CRM tool itself is what provides the data and functionalities your team needs to execute this strategy—and ultimately turn leads into customers

3 ways a marketing CRM helps you reach customers Article

3 ways a marketing CRM helps you reach customers

Let’s talk a little more about why and how CRMs are used in marketing. We’ll also explain the differences between a CRM and marketing automation software

How to choose the best CRM for your business needs Article

How to choose the best CRM for your business needs

Here are some tips on how to find a CRM platform that serves your needs and elevates your customer experience

3 types of CRM and how to choose the best one for your business Article

3 types of CRM and how to choose the best one for your business

Learn which CRM--collaborative, operational, or analytical--will help your business build better relationships with your customers

5 ways financial services can use messaging to create a better experience Article

5 ways financial services can use messaging to create a better experience

Financial services are taking a bite of the conversational business cake and eating it too, creating fast, personalized, and secure messaging experiences

Traveling this holiday season? You might be messaging a lot more than usual Article

Traveling this holiday season? You might be messaging a lot more than usual

Travel and hospitality brands are creating unique, scalable customer experiences using messaging

Optimize your sales CRM to improve customer service White Paper

Optimize your sales CRM to improve customer service

In the experience economy, customers expect to have consistency across all interactions with your business. Customer…

The ultimate guide to customer relationship management Article

The ultimate guide to customer relationship management

Discover what customer relationship management actually is, why it’s important, how to select the best CRM…

What is relationship marketing? A guide for 2021 Article

What is relationship marketing? A guide for 2021

The differences between customer relationship marketing and customer relationship management can be confusing. Learn the definition of each in this post!

Yesterday’s extraordinary is today’s ordinary Article

Yesterday’s extraordinary is today’s ordinary

Every business needs to consider how to continuously deliver better customer experiences that can compete with…

7 questions to ask when evaluating sales software White Paper

7 questions to ask when evaluating sales software

With hundreds of sales CRMs and solutions on the market, what’s the most effective way to…

CRM Buyers Kit: Everything you need to know when buying Sales CRM Article

CRM Buyers Kit: Everything you need to know when buying Sales CRM

With more than 350 Sales CRMs on the market, choosing the right sales solution for your…

Uncovering the TCO of CRM White Paper

Uncovering the TCO of CRM

When choosing a CRM, you must beware of dozens of potential hidden fees that can cost…

The top 3 challenges facing direct to consumer retailers (D2C) White Paper

The top 3 challenges facing direct to consumer retailers (D2C)

Here’s a common scenario: Someone starts waking up every day feeling like a zombie; they begin…

How Envoy builds apps 3x faster with a flexible CRM platform Article

How Envoy builds apps 3x faster with a flexible CRM platform

Envoy, a Zendesk premier partner, shares how they quickly built an app for adding personalized touches to the customer experience, and did so with a flexible CRM platform

Building a CRM? Read these 5 critical considerations first Article

Building a CRM? Read these 5 critical considerations first

A CRM is too essential to your business to risk failure. If you’re on the fence about whether to buy or build a CRM solution, consider these factors first.

Must-have CRM dashboard elements for sales teams Article

Must-have CRM dashboard elements for sales teams

The right CRM dashboard is essential in providing a visual overview of sales operations and highlighting if everything is on track or not. Dive into must-have elements for a CRM dashboard.

Go beyond support: Top 5 use cases for an open CRM platform Guide

Go beyond support: Top 5 use cases for an open CRM platform

It’s not enough to just have customer data—a business also needs to be able to use it to create better customer experiences

Uncovering the hidden costs of CRMs Article

Uncovering the hidden costs of CRMs

The upfront price might look great, but it's worth your time to figure out the true total cost of your CRM.

5 questions every IT leader should ask of their CRM platform Article

5 questions every IT leader should ask of their CRM platform

When IT leaders are deciding what they need out of a CRM platform, there are five…