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...

Danielle Tawfik | 14 min read

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...

Alicia Schneider | 10 min read

Retail success hinges on one key factor: understanding your customers. Managing customer data, streamlining sales processes, and delivering personalized experiences are...

Stephanie Trovato | 16 min read

Ready to revolutionize your law firm’s client management? Let’s explore CRMs for law firms. These powerful tools transform law firms’ operations,...

Stephanie Trovato | 18 min read

Consultants and consulting firms require customer relationship management (CRM) software to streamline their processes, improve client relationships, and ultimately grow...

David Hartshorne | 15 min read

For accounting firms, maintaining solid client relationships is key. That means staying in touch with clients throughout the year, not only during tax season. For firms...

Alicia Schneider | 10 min read

Managing an online store can be exhilarating yet overwhelming, especially when you’re drowning in customer data, juggling endless emails, and trying to personalize...

Stephanie Trovato | 14 min read

Property managers have a lot going on. From handling incoming inquiries from prospective tenants to handling maintenance requests from existing ones, and in some cases,...

Alicia Schneider | 12 min read

You wouldn’t use a set of walkie-talkies to communicate across your enterprise, so why would you use small business CRM software to manage its sales processes? CRM...

Rebecca Noori | 19 min read

Choosing the right CRM for your business can spell the difference between well-organized client accounts and nurtured leads to prospects falling through the cracks....

Alicia Schneider | 14 min read

As a recruiter, you’re managing tens, hundreds, or even thousands of applicants a month. If you don’t want to be the recruiter who’s ghosting candidates, ...

Rosanna Campbell | 7 min read

You’ve saved your customer contact forms, archived your email conversations, and sent your transaction data to your accounts team. What’s next? Some...

Rebecca Noori | 9 min read

Effective affiliate management is key to making your affiliate program work. And, given that affiliate marketing is involved in 16% of all the ecommerce sales in the US...

Rosanna Campbell | 10 min read

Customer satisfaction measures how much your customers like your products or services. And in some cases, it can make or break your business. Highly satisfied customers...

David Hartshorne | 10 min read

Salesforce is a household name when it comes to CRMs. While Salesforce is a solid CRM choice for many businesses, it’s not the only option on the market.  Shopping...

Alicia Schneider | 11 min read

AI has infiltrated multiple aspects of our personal and professional lives. We use the technology to play our favorite music, log into our phones using Face ID, and even...

Rebecca Noori | 7 min read

We all know the feeling. That moment when you realize that you didn’t reply to the client’s email. The really important email. The email that would have meant...

Rosanna Campbell | 9 min read

When Christopher Columbus set out in 1492 to discover a westward route from Europe to Asia, he accidentally landed in the Americas. The problem? Bad data. Columbus had...

Rebecca Noori | 8 min read

You may not realize it, but most of the emails in your inbox are HTML emails. Plain text emails, by comparison, are exactly what they sound like – text only, and...

Alicia Schneider | 8 min read

The terms customer service and customer support are often used interchangeably, and while both refer to ways of assisting customers, they differ in their approaches. In...

Alicia Schneider | 8 min read

You’ve nurtured the lead, closed the sale, and are ready to watch the revenue roll in. It sounds like your work is done, but customer onboarding is the next...

Rebecca Noori | 10 min read