CRM

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Contact management 101: A guide for sales and support teams Article

Contact management 101: A guide for sales and support teams

Leverage contact data to win over new customers and strengthen your relationships with existing ones.

ERP vs. CRM: What’s the difference? Article

ERP vs. CRM: What’s the difference?

ERP and CRM systems can help you take your business to the next level. Learn what they are and how they can work together to improve processes.

Customer retention software: Everything you need to know Article

Customer retention software: Everything you need to know

Learn more about customer retention software and how it can help your business provide awesome customer experiences.

What is Platform as a Service? PaaS examples + SaaS vs PaaS vs IaaS Article

What is Platform as a Service? PaaS examples + SaaS vs PaaS vs IaaS

In 2020, the office went virtual. Meetings moved from boardrooms to Zooms, watercooler conversations became Slack…

Advantages of CRM: 10 top benefits for your team Article

Advantages of CRM: 10 top benefits for your team

The many advantages of CRM technology can have a positive impact on every aspect of your business.

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 a CRM system for your business needs Article

How to choose a CRM system 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