Nutshell

FEBRUARY 7, 2025

Your sales team needs marketing and engagement features to help keep leads and customers engaged. 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. All of our Nutshell Sales plans include our flagship CRM feature.

CRM 77

CRM Software Software Marketing 77

Upland

MARCH 29, 2023

As you will see, this goes well beyond the data collected in the CRM system, and often warrants additional, specialized technology, like relationship mapping tools , married to world-class sales methodologies and best practices, ideally integrated and 100% native to your CRM solution.

CRM 195

CRM Management Stakeholders Decision-making 195

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

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

JANUARY 30, 2025

Every marketing team should clearly understand whether its efforts are yielding results. However, many marketing departments struggle to define their key performance indicators (KPIs) or establish effective analytics tracking, which can make their marketing reports less useful. Table of Contents What is a marketing report?

Marketing 83

Marketing Media Decision-making Digitalization 83

Strategic Account Management Association

AUGUST 6, 2021

Aramex is a leading global provider of comprehensive logistics and transportation solutions, headquartered in Dubai and listed on the Dubai Financial Market. The company has grown into a global brand and a market-leading express delivery and logistics services provider to the Middle East and other emerging economies.

Supply Chain 520

Supply Chain Logistics Co-Creation Account Management 520

Nutshell

FEBRUARY 4, 2025

The success of your agencywhether you deal with marketing, recruitment, or web designdepends on how skilfully you can manage your incoming, recurring, and returning clients. 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.

CRM 62

CRM Decision-making Onboarding Software 62

Hubspot Sales

OCTOBER 1, 2021

In recent years, the CRM (Customer Relationship Management system) has evolved far beyond being just a tool for contact management. As 2022 approaches and we move further into the new decade, some key CRM trends will shake up the industry as we know it. CRM Trends for 2022. AI is becoming a key part of CRM systems.

CRM 136

CRM Innovation Computers and Electronics Supply Chain 136

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 Software 134

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

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

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

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

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. Although typically thought of as a sales tool, CRMs can play an important role in marketing as well. Table of Contents What is a marketing technology stack?

CRM 112

CRM Advertising Internet Software 112

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

Customer Think

MAY 25, 2023

By Francis Buttle[1], Julie Jones[2], Merlin Stone[3] The CRM Value Chain (CRM VC), shown in figure 1, aims to demystify, characterise, and conceptualise CRM. The CRM VC is made up of three Core Processes supported by five Enablers all of which contribute to CRM’s goal of driving up customer profitability.

CRM 111

CRM Marketing Profitability Sales 111

Hubspot Sales

SEPTEMBER 15, 2023

As a small business owner, you toggle between marketing, sales, operations, and customer service daily — and sometimes within the same hour. What you need is customer relationship management (CRM) software. If you think a CRM is an expensive tool only for large businesses, think again.

Small Business 122

Small Business CRM Software Software 122

Hubspot Sales

NOVEMBER 28, 2021

Thankfully, there’s something called CRM or Customer Relationship Management. A Refresher on CRMs. A CRM is a customizable technology that allows you to keep track of all of your customer’s interactions with your business, from the first time they visit your website to the last time they made a purchase. What is a CRM strategy?

CRM 140

CRM Communication Decision-making Profitability 140

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 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 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

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). So here is a Marketing technology system review – Clean contact data with Cirrom. Hooray to that!

Marketing 26

Marketing Artificial Intelligence CRM Digitalization 26

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

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

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

Nutshell

AUGUST 12, 2024

Rest assured, there’s no mind-reading involved – this is simply the result of behavioral marketing. In this post, we’ll cover the basics of behavioral marketing and segmentation, why it’s important, and strategies for implementing it into your marketing plan. Table of Contents What is behavioral marketing?

Marketing 126

Marketing Decision-making Advertising Media 126

Hubspot Sales

SEPTEMBER 9, 2024

Leads are often categorized and managed through these different stages: Marketing Qualified Leads (MQLs). Leads who have engaged with your marketing efforts, and are deemed ready for sales review and converting it to an opportunity. Sales Qualified Leads (SQLs).

B2B 118

B2B Decision-making Media CRM 118

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

DemandFarm

MARCH 31, 2025

It integrates seamlessly with HubSpot, enabling users to auto-generate stakeholder maps using CRM data. The tool is designed specifically for key account management and supports multi-stakeholder planning across sales, customer success, and marketing teams. Its in-CRM interface ensures high adoption and fast setup.

CRM 40

CRM Stakeholders Account Planning Decision-making 40

Red Star Kim

MARCH 24, 2023

It was a full house at the March workshop on “Practical and Professional Skills for Marketing and Business Development (M&BD) Assistants” although almost all delegates were from law firms across the UK. Roles, satisfaction and aspirations of Marketing and Business Development (M&BD) Assistants.

Marketing 130

Marketing Digitalization Communication Media 130

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

SuperOffice

JULY 5, 2022

B2B marketing is simple: Attract new customers and keep existing customers. While the marketing part might sound easy, it’s the buying process that’s complex. And that’s where modern day B2B marketing begins. Set a marketing goal. Invest in B2B marketing technology. Set a B2B marketing goal.

B2B 129

B2B Marketing Acquisition Media 129

Customer Think

MARCH 6, 2023

Unsteady markets, rising inflation and a looming recession have businesses and consumers alike taking a more frugal approach, making profitability an uphill climb for SMBs in 2023. Even in a post-pandemic era, small- and medium-sized businesses (SMBs) continue to face new and evolving challenges.

Marketing 111

Marketing Meetings CRM Small Business 111

Hubspot Sales

MARCH 26, 2025

CRM Integration & Automation. Revenue enablement aligns sales, marketing, and customer success teams to optimize the entire revenue cycle. Revenue enablement focuses on selling, marketing, and customer success alignment with seamless communication at each touchpoint in the Customer Life Cycle with consistent messaging across.

Sales 76

Sales Customer Life Cycle CRM Decision-making 76

Red Star Kim

SEPTEMBER 7, 2023

I regularly scan the media for information relevant to professional services benchmarks and market updates. I share some of my findings to support marketers who are conducting PESTLE, competitor and commercial analyses. Here is a professional services benchmark from Unit4 and some data on the accountancy profession. 3% in UK and 1.6%

Marketing 130

Marketing Financial Services B2B Media 130

Red Star Kim

JULY 22, 2022

Despite being published in 2018 (before the Covid pandemic pushed digital marketing into the stratosphere) and being pretty basic it has some good content. So here’ a book review: Build your digital marketing strategy by Steve Brennan. Know your customer starts with “Marketing connects when it triggers emotional responses in people”.

Digitalization 130

Digitalization Marketing Construction Publishing 130

Red Star Kim

SEPTEMBER 29, 2023

The September PM Forum workshop on “ Professional and Practical Skills for Marketing and Business Development (M&BD) Assistants” was attended by 18 delegates from legal, accountancy, consultancy and actuarial firms. Differentiation is a critical aspect of professional services marketing and is no different in personal brands.

Marketing 130

Marketing Stakeholders Communication Digitalization 130