Account management: A guide and best practices
Customer loyalty is made by nurturing trust and confidence, which is hard to do if you’re not regularly engaging your clients. Account management allows organizations...
The lead management process: a practical guide
A great lead management process can transform your business.
Mass email: definition, best practices, and FAQs
Mass email has been around longer than the internet. In May 1978, Marketing Manager Gary Thuerk sent a mass email to 397 accounts registered on the US Defence...
Why B2B marketers need lead enrichment software for 2025
Gathering leads is only half the battle. Once you’ve successfully gotten a new lead, you want to first do a bit more research into each one before immediately reaching out to make sure they fit...
How to increase car sales with a CRM for automotive...
These days, the first place customers look at a car is online. Compared to walking into a dealership and interacting with a sales team, this makes it more challenging...
6 steps to implement and automate a quote management...
Sending quotes might seem straightforward, but for a quote to turn into a sale, there’s a lot that goes on behind the scenes between creation, quote revision, and a...
5 CRMs for service businesses to know in 2025
If you’re not tracking your customers’ data, you’re missing out on golden opportunities to surprise them with impeccable service. Whether you’re in the stages...
7 best mortgage CRM software solutions
With so much paperwork, documentation, regulations, and communication that goes into closing a mortgage, managing it all can be a challenge. If you’re a financial...
Understanding venture capital CRMs + Top 5 solutions...
Venture capital relies on strong relationships, efficient operations, and well-executed investment strategies. With high stakes and fast-paced decision-making, a CRM for...
4 best invoice management platforms to streamline...
One single invoice can take days to process. Once it’s received, data gets extracted, it’s verified with the right departments, goes through approval processes, and...