Nutshell

MAY 3, 2023

If your company has a unique sales process or sells a variety of products and services, it can be tempting to build a CRM from scratch. In this article, we’ll dig into the nitty-gritty surrounding homegrown CRMs, including what a custom CRM is and the potential benefits and drawbacks of building your own.

CRM 127

CRM Software Software B2C 127

Nutshell

JUNE 29, 2021

In 2005, it released Zoho CRM , followed by Projects and Sheets in 2006, and Zoho Meeting in 2007. The purpose of this article is to outline Zoho CRM specifically, as it pertains to comparable CRMs in terms of pricing and features. But Zoho CRM also has its limitations. Nutshell CRM. Starter: $14/mo.

CRM 116

CRM Onboarding Sales Software 116

Nutshell

JULY 16, 2021

A winning organization knocks those walls down completely—with CRM as the wrecking ball. Though often seen strictly as software that helps your sales team keep track of their deals, CRMs can actually be used as collaborative tools for an entire organization. Collaborative CRMs eliminate silos.

CRM 118

CRM Communication Marketing Organization 118

Apptivo

NOVEMBER 17, 2021

Are you looking to switch to CRM Software? Are you unhappy with your current CRM platform? This blog walks you through the evolution of Apptivo and how Apptivo CRM solutions have the potential to bring a huge difference to your business. But, the question is, does all the Sales CRM benefits your user requirement or not.

CRM 98

CRM Software Software Communication 98

Hubspot Sales

MARCH 17, 2025

AI is becoming a core part of CRM systems. Considering the time-saving benefits, its unsurprising that generative AI CRMs can be incredibly valuable in helping businesses grow. Ive already written an article on CRMs with AI , but I wanted to take my curiosity about AI and CRM one step further.

CRM 52

CRM Artificial Intelligence eCommerce Communication 52

Hubspot Sales

JULY 22, 2024

Well, reader who conveniently thinks of the questions I need to answer in this article, you‘re in luck! They're typically sent following initial conversations, meetings, or proposals (shocking, I know.) This is where your CRM , a sales software solution , and their behavior on your website can be valuable tools.

Value Proposition 111

Value Proposition Sales Meetings Decision-making 111

Insightly

JANUARY 28, 2022

The $45 billion CRM industry has tripled in size over the last decade. There are now thousands of CRM platforms to choose from. Unfortunately, CRM cost is anything but straightforward. Unfortunately, CRM cost is anything but straightforward. How much does a CRM cost? Some CRM softwares charge clients per user.

CRM 96

CRM Advertising Small Business Software 96

SuperOffice

FEBRUARY 8, 2021

There’s still one thing that is missing – Customer Relationship Management (CRM) software. In this article, we’re going to share 12 tips for managing your marketing campaigns , coordinating sales efforts, and storing all customer information in one place without turning to an all-in-one CRM.

CRM 100

CRM Management Remote Working Communication 100

Hubspot Sales

DECEMBER 8, 2017

Mobile CRM app. Salespeople are constantly on the go, whether they're meeting with clients, flying out to give a presentation, or running to a team training. Don't walk into a meeting without looking at the person's LinkedIn profile first. 11) Mobile CRM app. Whichever CRM your company uses, get the associated app.

CRM 145

CRM Profitability Sales Meetings 145

Nutshell

MARCH 31, 2025

You can apply any of Nutshells filters and segments to a smart list and it will dynamically update based on what contacts meet your filters. Read our support article to learn more about how you can simplify and streamline communication using smart lists and fixed audiences! Ready to get more out of your CRM lists?

Management 62

Management CRM Communication Meetings 62

Hubspot Sales

MAY 27, 2020

Note: This article is authored by HubSpot. As a sales leader, deciding which CRM to use can be just as challenging a decision. If you're looking for Salesforce alternatives , review our list below to find a CRM that will supercharge your sales process, and eliminate friction. HubSpot CRM. Price: Free. ActiveCampaign.

Small Business 131

Small Business CRM Sales Decision-making 131

SBI Growth

JULY 23, 2020

You’ve likely built your selling career on face-to-face sales pitches and the always productive dinner meeting. As a sales leader, you understand better than most the power of face to face interaction. You’ve set your team’s strategy for the year.

Meetings 102

Meetings Sales Digital Transformation Software 102

Red Star Kim

FEBRUARY 6, 2023

I’ve known David Brady – the serial entrepreneur specialising in professional services marketing technology – for more years than either of us care to acknowledge (but see the articles below if you’re interested). Its mission is to eliminate bad contact data in professional services firms and make CRM and marketing teams more successful.

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

Hubspot Sales

MAY 10, 2021

In this article, we’ll cover what CI is, why it’s important, how it works, and some conversational intelligence tools. Conversation intelligence simplifies this process for you — while also making sure you’re working as effectively as possible and that all of your conversation data is automatically recorded in your CRM.

CRM 128

CRM Software Software Sales 128

Red Star Kim

FEBRUARY 9, 2023

At the end of January, I enjoyed meeting delegates (at the Novotel at Tower Hill) on the MBL “Developing more work from referrers and intermediaries” workshop. Cross-pollination could be achieved by having people attend meetings for different departments.

Management 130

Management Emotional Intelligence Cybersecurity CRM 130

SuperOffice

OCTOBER 29, 2021

And the CRM industry is not an exception when it comes to embracing AI technologies. Nowadays, AI is frequently applied in CRM applications. If your CRM system is not currently using AI, you are potentially missing out on tremendous opportunities to improve your customer experience. Here are a few ways AI can improve your CRM.

CRM 82

CRM Artificial Intelligence Supply Chain Decision-making 82

Hubspot Sales

APRIL 14, 2020

Article reflects the writing style/tone of the Sales Blog. Proper attribution of data, quotations, and outside content referenced in the article. The Sales Cadence That Landed Me Meetings With the 11 Biggest Ecommerce Companies in the World. Please do a search of our site before submitting your articles.

Publishing 115

Publishing Sales CRM eCommerce 115

Hubspot Sales

MAY 18, 2018

If your reps only have one goal -- meeting their quota -- they’re selling themselves short (literally). Hold your reps accountable to smaller weekly or monthly goals, and you’ll increase the likelihood they’ll meet their bigger number. The incentive for your reps to meet their quota? Incentivized goals. Goal progression.

Sales 145

Sales Meetings Onboarding Prioritization 145

Hubspot Sales

JULY 22, 2024

In this article, I’ll share more about cold calling and show you what a typical cold call looks like — plus what I consider to be the best cold call script ever. (If We have a team culture of “just ask,” encouraging junior reps to request help from sales leaders when they want to get meetings with CEOs or prospects at Fortune 500 companies.

Value Proposition 111

Value Proposition Decision-making Software Software 111

Hubspot Sales

MAY 23, 2023

AI can bring personalization to a whole new level by analyzing information about your prospects from a variety of data sources, including past email exchanges, social media posts, news articles, press releases, and more. Calendar management: to help you schedule meetings, send reminders, and sync your calendar with other team members.

Artificial Intelligence 128

Artificial Intelligence Sales CRM Decision-making 128

Red Star Kim

JUNE 15, 2023

Financial information, adverse filings, directors and managers, financial strength metrics such as credit scores and ratings and CCJs, shareholders, subsidiaries and branches, company structures and the corporate family, M&A activity and rumours, industry descriptions, SIC codes and research, news articles from various high profile sources.

Key Account Management 130

Key Account Management Account Management Management Client Relationships 130

Insightly

APRIL 19, 2024

You can find out about all the ways Insightly CRM works with Microsoft products and apps in a similar article. Insightly knows that sales reps spend a ton of time in their email inboxes as well as in Insightly CRM. You get the convenience of both at the same time so the CRM stays up to date. Microsoft fans, do not fret!

CRM 52

CRM Marketing Customer Success Meetings 52

Hubspot Sales

APRIL 30, 2020

Make contact, arrange a meeting, and/or conduct a presentation. It publishes an article about the merits of using cloud storage for student information. The article features a call to action that links to a content offer — a webinar on how colleges can use technology to adapt to disruptions to conventional school years.

Sales 144

Sales Decision-making Software Software 144

Hubspot Sales

FEBRUARY 22, 2018

Whether you’re in a meeting, drafting an email, talking on a sales call, giving a presentation, or writing a memo, using strong, persuasive, varied language gets your point across more effectively. Suppose that all the time you currently spend in your CRM could be put toward emailing, calling, and meeting with prospects.”.

Cybersecurity 145

Cybersecurity Onboarding CRM Meetings 145

Hubspot Sales

NOVEMBER 15, 2024

The best responses made it into this article. To create this article, I interviewed 23 professionals and analyzed their responses to understand common use cases for AI’s role in demand forecasting. In an article for TrueProject , Tom Villani , TrueProject’s CEO, credits AI’s enhanced analysis as offering: Unbiased analysis.

Decision-making 52

Decision-making CRM Marketing Sales 52

Nutshell

JANUARY 17, 2023

What is CRM? CRM software, short for customer relationship management software, is used to manage, analyze and understand customer interactions by storing and organizing business data. CRM systems also include the ability to report, visualize and forecast data to improve their customer workflows. What can a CRM do?

CRM 62

CRM Software Software Communication 62

Hubspot Sales

APRIL 23, 2021

scheduling meetings), while others support entire teams (i.e The Sales Hub helps with meeting scheduling, email tracking, and automation. Calendly is an online appointment scheduling tool that helps you book meetings without wasting time on back-and-forth emails. Some focus on specialized tasks (i.e. communications platform).

Small Business 126

Small Business Finance Banking eCommerce 126

Nutshell

JUNE 7, 2023

If you’re reading this blog post, you likely know the importance of having a customer relationship management (CRM) platform for your roofing company. You know how vital CRMs are to managing your sales pipeline and helping you connect with your leads. What you may not know is which CRM to get. What is a roofing-specific CRM?

CRM 62

CRM Prioritization Management Meetings 62

PartnerTap

NOVEMBER 17, 2021

In this article, we highlight three tools that should be in every channel tech stack. Our goal with this article is to make this list as simple and straightforward as possible. At this point, most companies have a CRM, and for good reason. According to Salesforce , “CRMs are known to improve customer retention by as much as 27%.”

CRM 98

CRM Software Software Onboarding 98

Hubspot Sales

APRIL 22, 2020

That’s why in this article I’m presenting you with templates that my sales team here at PandaDoc 100% verifiably uses. That’s because Associate Manager, Demand Generation at PandaDoc, Jan Aclan, AKA the guy who architects all of our follow-up cadences, said that he turned to this article on cadences when he was first creating ours.

e-Learning 131

e-Learning Sales Onboarding Publishing 131

Red Star Kim

NOVEMBER 2, 2023

The article What Today’s Rainmakers Do Differently (hbr.org) was published in Nov-Dec 2023. He drafts messages to his connections in those organizations and proposes that they meet to discuss the implications. At the end of each day, he emails notes to his direct reports, who feed them into Marathon’s CRM system.

Client Relationships 130

Client Relationships CRM Financial Services Decision-making 130

PandaDoc

MARCH 25, 2025

Take buying a CRM, for example. In this article, well explore the challenges of complex sales and the strategies your team can use to close deals more efficiently. This stage can involve multiple meetings and additional stakeholders. CRM integration means reps can access customer data without switching platforms.

Sales 52

Sales Supply Chain Decision-making Stakeholders 52

Mike Kunkle

APRIL 8, 2023

They should be well documented in your CRM, preferably with a scoring system. My point here, is that you should make a purposeful determination on these levels, clearly define them, train them, and coach to them. This allows managers to assess the effectiveness of the rep’s qualification by asking questions and digging into the details.

B2B 243

B2B Sales Decision-making Stakeholders 243

Upland

OCTOBER 17, 2023

Recorded phone calls, emails, and virtual meetings create mountains of data. It can create new leads in your CRM and listen to sales calls to write scripts with a high chance of converting. AI assists sellers with sales and marketing collateral, including images, text, and articles. Does it integrate into your tech stack?

Artificial Intelligence 195

Artificial Intelligence Sales Decision-making CRM 195

Red Star Kim

APRIL 11, 2023

Deconstruct bids to increase understanding An article in PM Magazine in December 2022 by Alex Footman and Stephen Timmins talked about the need to deconstruct a bid in order to properly understand the client requirements and produce a robust plan to meet milestones and differentiate.

Government 130

Government Innovation Meetings Finance 130

Red Star Kim

SEPTEMBER 26, 2022

These articles relate to marketing qualifications: New CIM professional marketing qualifications – 2020 (kimtasso.com). In the past, many assistants had found limitations in their CRM systems and client data – making digital marketing and relationship management difficult – but this is no longer an issue for many.

Digitalization 147

Digitalization Media Marketing Communication 147

Insightly

JULY 29, 2024

But by strategically implementing a CRM across platforms, you can realize significant financial perks that reduce costs and boost growth. From increased sales and revenue to enhanced financial forecasting, the financial perks of CRM integration are fruitful.

CRM 52

CRM Decision-making Software Software 52