Explore the benefits and challenges of vertical versus generalist CRMs to determine which is best suited for your business needs.
What are Automated CRM Workflows Automated CRM workflows are pre-defined sequences of tasks or actions within a customer relationship management (CRM) system that are triggered automatically based on certain events or conditions. These workflows...
Welcome to the world of Customer Relationship Management (CRM) automation, where businesses can streamline their sales, marketing, and customer service processes to improve efficiency and drive growth. Integrating the right tools and applications...
Just what is a sales dashboard, and why do you need it? As Peter Druker – the father of modern business management – so famously proposed, ‘If you can’t measure it, you can’t improve it’. A sales dashboard is a visual representation of...
SaaS, or software as a service, is a type of subscription software that allows users to access and use the software from a remote location. The SaaS model has become increasingly popular among startups and small businesses that want to avoid the...
If you are in the SaaS industry and not already tracking metrics – you should be! In this blog post we are keeping things very simple, providing readers with a glossary of definitions for the key SaaS metrics. If you have any suggestions or...
Without extensive customer data, every CRM is nothing but a digital Rolodex. As a rule of thumb, the more data you gather about your customers the better informed your decisions will be. But beyond leads profiles and customers’ names lies a whole...
10 CRM Integrations You Need to Unlock Sales Growth & Efficiency CRM (Customer Relationship Management) software provides businesses with customer insights and automation tools. These insights and tools help a business improve team efficiency...
Every company looks for the different ways to increase its revenues. How are you planning to edge past your competitors? The amount of revenue you generate depends on upon different factors, including the strategies used, the product you’re...
What is Make? Make is a seamless Teamgate CRM integration which automates and manages repetitive tasks that are killing your precious sales time. To put it simply; Make is the simple online hub that gets your apps talking to each other, and...
Chase Horn
Andrew Martin
Abe Dearmer
