CRM
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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
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
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
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
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
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
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…
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…
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!
Article Yesterday’s extraordinary is today’s ordinary
Every business needs to consider how to continuously deliver better customer experiences that can compete with…
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…
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…
White Paper Uncovering the TCO of CRM
When choosing a CRM, you must beware of dozens of potential hidden fees that can cost…
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…
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
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.
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.
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
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.
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…