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...
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 organization offering loans to...
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...
The 5 Best No-Code CRM Software
A customer relationship management (CRM) system is an essential tool for any business that has to handle multiple customers, leads, and accounts. However, finding a CRM...
Zoho CRM vs. HubSpot: Features, Pricing, User Reviews,...
Zoho CRM and HubSpot are two household names in the CRM world. And while they’re both solid CRM options, offering advanced features for companies to strengthen their...
Salesforce vs. Zoho CRM: Which Solution Will Fit Your...
Salesforce is an industry leader when it comes to customer relationship management (CRM) platforms, but is it the best option for every business? Zoho CRM has proven to...
What Is a Retail CRM + Top 10 Retail CRM Software
Retail success hinges on one key factor: understanding your customers. Managing customer data, streamlining sales processes, and delivering personalized experiences are...