Nutshell

MARCH 19, 2025

A good CRM provider understands that sometimes you need specific information to track for the leads, people, and companies in your contact database. Thats where CRM custom fields come in. In this guide, well go over the basics of how custom fields work in CRM and how to create the best custom fields for your business.

CRM 62

CRM Healthcare Decision-making Brainstorming 62

Nutshell

FEBRUARY 4, 2025

A good customer relationship management (CRM) system is crucial for helping you to keep track of all these connections, ensuring you never drown in overwhelm. Keep reading to explore the pros and cons of agency-specific versus general-purpose CRMs, so you can make an informed decision. Table of contents What is an agency-specific CRM?

CRM 62

CRM Decision-making Onboarding Software 62

Nutshell

FEBRUARY 7, 2025

And the data in your CRM is the silver bullet for optimizing the way your company is already marketing your products and engaging with leads. Nutshells powerful features are now organized into three Suites to help your team simplify workflows, collaborate more effectively, and squeeze all the power out of your valuable CRM data.

CRM 77

CRM Software Software Marketing 77

The Center for Sales Strategy

FEBRUARY 26, 2024

Do you ever feel like you're using your CRM, but not really using it? After all, The 5th Annual Media Sales Report found that 74% of salespeople believe they use their CRM effectively. Maybe there are scores of salespeople out there who are utilizing the many capabilities that their CRMs have to offer.

CRM 132

CRM Software Media Software 132

Nutshell

MAY 11, 2023

One of your best options for managing your client relationships is customer relationship management software, called a CRM. CRMs specialize in shaping the customer experience , not just organizing client contact details and property specs. A full-featured CRM for real estate is essential.

CRM 134

CRM Client Relationships Software Communication 134

Hubspot Sales

NOVEMBER 7, 2023

You know you need a CRM, but there are hundreds of CRMs and hundreds more features available. This CRM best practices guide will walk you through how to evaluate a CRM, from how it will help your business and how to map your needs to core features. What is CRM? What are the benefits of CRM?

CRM 111

CRM Software Software Energy and Utilities 111

Agile CRM

NOVEMBER 21, 2024

At Agile CRM, we get it; CRM can transform your productivity, but to elevate customer engagement, it needs to go beyond simple automation. That’s where AI agents for CRM come in, taking automation to a new level by making every interaction smarter, faster, and more intuitive. Why consider them?

CRM 52

CRM Retail Insurance Prioritization 52

Customer Think

JANUARY 20, 2023

By Francis Buttle[1], Julie Jones[2], Merlin Stone[3] Customer relationship management (CRM) has been around for over thirty years, but there’s still widespread misunderstanding about what it is.

CRM 128

CRM Management Marketing Sales 128

SuperOffice

AUGUST 22, 2022

Not all CRM platforms are created equal. Each CRM serves a different purpose and audience. Finally, CRM systems differ in how they are built and how businesses can benefit from them. The 3 types of CRM. Let’s take a closer look at each type of CRM. Analytical CRM. Is an analytical CRM right for you?

CRM 136

CRM Decision-making Onboarding Suppliers 136

Customer Think

NOVEMBER 22, 2022

In B2C environments, CRM solutions are essential to maintaining client relationships over time. Standard CRM systems in eCommerce allow you to register, track, and utilize data about customer interactions. Business owners use CRM systems to assess the big picture of their customers’ […].

CRM 136

CRM Business Growth eCommerce B2C 136

Nutshell

MAY 5, 2023

You’ll want to monitor the impact on customer engagement that your customer relationship management (CRM) platform has by: Tracking customer interactions Analyzing customer data Measuring customer loyalty You can do each of those things within your CRM to save time and resources. Keep reading to learn how.

CRM 115

CRM Software Software Media 115

Insightly

JANUARY 29, 2025

Customer relationship management (CRM) software is designed to help businesses boost sales efficiency, improve customer service, develop stronger customer relationships, and increase customer lifetime value. That said, every CRM platform is differentand theres no single solution that fits every company. 5 stars (12,039 reviews) 4.3/5

CRM 52

CRM Decision-making Software Software 52

Insightly

JANUARY 29, 2025

Customer relationship management (CRM) software is essential for enhancing sales productivity, elevating customer service, fostering stronger customer connections, and maximizing customer lifetime value. That said, every CRM platform has distinct featuresas well as unique strengths and weaknessesso theres no one-size-fits-all solution.

CRM 52

CRM Decision-making Prioritization Artificial Intelligence 52

Nutshell

MAY 8, 2023

To make the most of your customer relationship management (CRM) data, one of the best things you can do is integrate it with other tools. One of the most valuable types of tools CRMs can integrate with is email marketing platforms. Table of Contents Why use a CRM with your email marketing? Read on to learn more.

CRM 118

CRM Marketing Software Software 118

Hubspot Sales

SEPTEMBER 4, 2024

If you’re looking for CRM (Customer Relationship Management) software for your startup, a third-party review website like G2.com com ought to help… Except that G2 returns a list of over 700 recommendations when you search for CRM. That's an overwhelming amount, especially considering you need just one CRM tool.

CRM 105

CRM Software Software Marketing 105

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. What is a custom CRM?

CRM 127

CRM Software Software B2C 127

Hubspot Sales

SEPTEMBER 15, 2023

What you need is customer relationship management (CRM) software. If you think a CRM is an expensive tool only for large businesses, think again. A CRM solution can save you time, keep your team organized, and boost sales and customer retention, no matter your size.

Small Business 122

Small Business CRM Software Software 122

Nutshell

MAY 15, 2023

But if you don’t know which prospecting tools to use or whether your sales prospecting tools integrated with your CRM , you’re looking at hours of hunting down contact info across multiple platforms and doing manual data entry. You can also integrate Crystal with your CRM so you can receive communication insights for leads as you work 6.

CRM 127

CRM Sales B2B Software 127

Hubspot Sales

NOVEMBER 22, 2023

That's where Customer Relationship Management (CRM) software comes in. A well-implemented CRM empowers you to understand your customers on a deeper level and deliver experiences that make each individual feel like a VIP. CRM Tips and Tricks 1. Use social listening One unique CRM tip is to leverage the power of social listening.

CRM 111

CRM Artificial Intelligence Customer Success Decision-making 111

Nutshell

MAY 18, 2023

Does your company use a customer relationship management (CRM) platform ? A CRM can help you gather, store, organize, and analyze data about your customers, which then helps you improve your sales and marketing efforts. But that’s not all a CRM can do. Why bother with CRM social media integration, though?

Advertising 118

Advertising Media CRM Software 118

Nutshell

SEPTEMBER 30, 2024

A good marketing technology (martech) stack has many important components, but one of the most valuable may be your customer relationship management (CRM) platform. CRMs offer a central location for storing customer data, enabling you to personalize how you nurture leads based on their information and where they are in the customer journey.

CRM 112

CRM Advertising Internet Software 112

Agile CRM

NOVEMBER 17, 2024

At Agile CRM, we recognize how integrating AI chatbots into your CRM solution can significantly enhance your ability to nurture customer relationships. At Agile CRM, we understand the urgency for businesses to adapt to changing consumer expectations.

CRM 52

CRM Profitability Digitalization Retail 52

Customer Think

SEPTEMBER 24, 2024

In recent years, the synergy between cloud computing and customer relationship management (CRM) has significantly reshaped how businesses engage clients and deliver services. This article delves into how cloud computing transforms CRM, explores the […]

CRM 118

CRM Organization Management 118

Insightly

DECEMBER 4, 2024

CRM templates can help to bridge the gap for companies that have outgrown basic spreadsheets but aren’t yet ready to invest in a full customer relationship management (CRM) solution. With the right CRM templates, you can replicate basic CRM functionality at a lower cost. What is a CRM template?

CRM 52

CRM Decision-making Small Business Software 52

DemandFarm

MARCH 31, 2025

It integrates seamlessly with HubSpot, enabling users to auto-generate stakeholder maps using CRM data. Its in-CRM interface ensures high adoption and fast setup. For HubSpot users, DemandFarm stands out as the most comprehensive solution, combining real-time CRM integration with AI-driven stakeholder intelligence.

CRM 40

CRM Stakeholders Account Planning Decision-making 40

The Center for Sales Strategy

JULY 10, 2023

In this fast-paced digital era, staying ahead of the competition requires mastering the art of customer relationship management (CRM). A robust sales CRM system is the key to optimizing your sales process, improving team productivity, and ultimately driving revenue growth.

CRM 110

CRM Sales Digitalization Management 110

The Center for Sales Strategy

JULY 30, 2024

While I have seen teams track this data in many ways, a CRM is a critical component to effectively tracking sales performance. If that’s you, you owe it to yourself and your organization to use one of the dozens of good CRMs that work best for your organization.

CRM 98

CRM Sales Communication Organization 98

Customer Think

JULY 30, 2024

This is where Customer Relationship Management (CRM) systems come into play. A CRM is a web based software that streamlines your interactions with customers, automates processes, and provides valuable insights. Customer relationships are the cornerstone of success. Managing the relationships effectively can make or break a company.

CRM 105

CRM Software Software Management 105

Customer Think

MARCH 29, 2024

Integrating a customer relationship management (CRM) system with QuickBooks, an accounting solution, can greatly benefit small and medium-sized businesses (SMBs). QuickBooks CRM integration help businesses make more informed decisions and gain a deeper understanding of […]

CRM 105

CRM Decision-making Management Sales 105

Hubspot Sales

NOVEMBER 21, 2023

However, merely having a CRM isn't enough. To truly unlock its potential and maximize its impact, businesses need to optimize their CRM strategies. How to Optimize Your CRM 1. Clean and regularly update your data Optimizing your CRM starts with ensuring that your data is accurate, complete, and up-to-date.

CRM 110

CRM Decision-making Software Software 110

Nutshell

APRIL 26, 2023

Table of Contents What is CRM? What is a CRM system in marketing? But with the right Customer Relationship Management (CRM) solution, you can optimize your marketing to suit the unique needs of every customer, just like you might in a small independent business. What is CRM? What are the three types of CRM?

Marketing 171

Marketing CRM e-Learning Software 171

Brooks Group

AUGUST 26, 2024

Your CRM may be the answer. Successful sales teams integrate their sales process into their CRM, and CRM integration drives sales process adherence. 62% of successful teams integrate the sales process into their CRM; only 40% of underperforming teams do. Each reinforces the other. Each reinforces the other.

CRM 76

CRM Sales Sales Training Software 76

Strategic Account Management Association

AUGUST 6, 2021

These efforts were flanked by partnering with a solution provider for the establishment of account-based marketing principles with a focus on strategic key accounts, as well as technology partners for the implementation of a state-of-the-art CRM system. Finally, we initiated the introduction of a state-of-the-art, globally integrated CRM.

Supply Chain 520

Supply Chain Logistics Co-Creation Account Management 520

Nutshell

JANUARY 2, 2025

Customer relationship management (CRM) system Computer-aided design (CAD) software Building information modeling (BIM) software Rendering software for architects Architecture accounting software Document management tools for architects Architect business suite software Image editing software for architects Which CRM has the features you need?

Software 62

Software Software CRM Construction 62

Nutshell

MAY 11, 2023

One of the main benefits of CRM software is the ability to get every aspect of your business working in sync. And if you also rely on accounting software to manage incoming and outgoing payments, there are a lot of hidden benefits to integrating it with your CRM.

CRM 159

CRM Software Software Management 159