Zendesk
JULY 27, 2022
After all, people might judge you for your Krispy Kreme habit, but they won’t care about the invoice. Sales invoices are the key to a company’s finances—a handy way to track what you’ve sold to customers, how much they owe, and when they need to render payment. What is a sales invoice? How do sales invoices work?
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.
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SugarCRM
DECEMBER 10, 2020
From my personal experience working with CRM users over the last three years, most people reading this post will fall into one of the two following categories: You are researching and selecting a CRM platform and putting everything in place to deploy an optimized CRM within your organization. Why This is Important.
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?
Intercom
APRIL 6, 2023
Fintech has become a major force in the finance industry. And the cherry on top – anyone can easily manage their finances through mobile apps and online platforms without waiting in line in a busy bank branch. Everything is faster and more efficient. They want the customers to be answered in the here and now.
Logicalware
FEBRUARY 3, 2023
Some of these tools include Salesforce, Outreach, Gainsight and other CRM integrations. I work cross-functionally with sales, marketing, finance, product, and other stakeholders to share insights and centralise information and more. I oversee systems and tools, including the workflow, data flow and security.
SugarCRM
NOVEMBER 16, 2023
This is why robust CRM is mandatory, regardless of your niche or industry. Robust solutions offer many ways to build and tweak existing processes, letting your organization adapt the CRM to its needs, not vice versa. However, many CRMs today still operate on fractured systems and cannot unify said data.
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