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What Is the Best CRM for Small Businesses?

SugarCRM is the most popular CRM solution for small businesses. It’s highly customizable, and can be configured to fit the specific needs of your business without coding expertise. The core SugarCRM features like opportunity trackers, forecast builders, and job schedulers…

What Is CRM Automation?

CRM automation is a tool that makes a business’s processes and activities more efficient. This process can help move customers through the sales funnel, automate tasks, and integrate with auto-diallers. Additionally, CRM automation can be an essential part of growth…

How to Build a CRM System From Scratch

The question on how to build a CRM system from scratch is a popular one for businesses of all sizes. While some may manage their customer database using spreadsheets or Google sheets, most organizations need a more comprehensive solution. A…

What is Customer Lifetime Value in CRM?

Knowing what is customer lifetime value (CLV) is an important part of any marketing campaign. If your customers are loyal to your brand and regularly purchase your products, you have a high CLV. If your customers are not loyal to…

How to Create a CRM in Excel

Creating a CRM in Excel is a great way to keep track of your customer data. It helps you focus on the current deals, and you can easily organize and filter leads. The best part about this solution is that…

What Is CRM in Healthcare?

In healthcare, CRM is an essential tool for improving patient satisfaction. It helps organizations track patient interactions and identify patient needs, helping to enhance customer service and relationship management. Whether your organization is a hospital or a clinic, CRM can…

How to Use Outlook As a CRM

One of the most important aspects of using Outlook as a CRM is creating tasks. The main reason for this is that it’s very easy to create templates for common tasks. For example, you can create a task template for…

What Is a CRM Administrator?

Customer relationship management (CRM) is a way of managing interactions with customers. It usually involves the analysis of large amounts of data and studying how different factors affect the relationship. The job of a CRM administrator is to oversee this…

How to Implement a CRM Successfully

Before you begin the process of CRM implementation, you need to identify what business processes you need to improve. Specifically, you should focus on features that help sales forces close more deals. Once you’ve identified these, you’ll need to decide…

What to Look For in a CRM

There are many things to look for when choosing a CRM for your business. From cost to customization, CRM software needs to be scalable and easily deployed. Most importantly, it needs to add value to your business. Read on to…