SugarCRM

DECEMBER 18, 2020

While many businesses fall short with a lackluster onboarding program, many more are using technology solutions like CRM to help them both implement and monitor the initiatives. When put to work as an extension of CRM’s core functionality, a workflow or campaign centered around the new customer experience is a true game changer.

CRM 49

CRM Invoicing Touchpoint Finance 49

SugarCRM

JANUARY 30, 2019

Yesterday I hosted a webinar titled “A Blue Print for CRM Success,” where I outlined some of the key elements of planning and rolling out an effective CRM strategy. We outlined the key characteristics you will want to look for in a CRM partner and vendor. How do they fit in into CRM solution and SugarCRM?

CRM 33

CRM Invoicing Legal B2C 33

Zendesk

OCTOBER 19, 2021

Understanding the key differences between sales and marketing allows you to streamline business operations and ensure clear communication across the board. Business intelligence software. Sales tools (all available as part of Zendesk Sell ): CRM software. Invoicing software. Start at the beginning.

Sales 52

Sales Invoicing CRM Construction 52

SugarCRM

NOVEMBER 21, 2023

How aligned are your CRM and ERP systems? Ensuring your front and back offices are aligned and flawlessly working together is a solid way to eliminate some of the biggest headaches companies today have, such as a lack of transparency, up-to-date information and data, and operational bottlenecks. We have some news for you.

CRM 26

CRM Invoicing Finance Customer Relationship Management 26