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QuickBooks or a CRM? Why SMBs need to consider both

Customer Think

Integrating a customer relationship management (CRM) system with QuickBooks, an accounting solution, can greatly benefit small and medium-sized businesses (SMBs). The integration can provide a centralized platform to manage customer relationships and sales processes, track expenses and generate financial reports.

CRM 105
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The CRM Value Chain – an Overview

Customer Think

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
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4 ways to accelerate sales using the Intercom integration with HubSpot

Intercom, Inc.

Successful sales and marketing teams understand the most important element of the buyer’s journey – the person behind it. A great customer relationship management (CRM) platform is at the core of every marketing and sales team’s tech stack. Why combine live chat and chatbot technology with your CRM?

Sales 216
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Why You Should Throw Out Your CRM

Totango

You don’t need your CRM. How Your Customer Success Platform Can Replace Your CRM. Recurring-revenue businesses succeed by nurturing customer relationships over the entire lifecycle. Attempting to retrofit your CRM to accomplish this strategic initiative is likely an exercise in futility. Yeah, we said it.

CRM 89
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The age of Conversational CRM is here

Zendesk

Conversational CRM is the new way businesses are managing their customer relationships, relying on new channels (like web and mobile messaging), new technologies (like AI that goes beyond the buzz) and new methods of staying on top of conversations (like fresh interfaces designed for agents).

CRM 98
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Inside sales vs. outside sales: What are the key differences?

Zendesk

These convenient online shopping options breed fierce competition between brands and create pressure for sales teams. No longer are they just selling products or services—they’re building relationships and selling a great customer experience. Table of contents What is inside sales? What is outside sales?

Sales 52
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Guest Post: How Does Software Enhance the CRM of Your Business?

Shep Hyken

This week we feature an article by Joy Gomez, founder of Field Promax , a company that helps organizations streamline and standardize their workflow, manage teams, communicate with customers, process work orders digitally, and grow their business. He shares the 5 ways a CRM can influence the customer and business part of your organization.

CRM 65