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Relationship Management Guide – Going Beyond the CRM

Upland

As you will see, this goes well beyond the data collected in the CRM system, and often warrants additional, specialized technology, like relationship mapping tools , married to world-class sales methodologies and best practices, ideally integrated and 100% native to your CRM solution.

CRM 195
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Why building a custom CRM is almost always a bad idea

Nutshell

If your company has a unique sales process or sells a variety of products and services, it can be tempting to build a CRM from scratch. In this article, we’ll dig into the nitty-gritty surrounding homegrown CRMs, including what a custom CRM is and the potential benefits and drawbacks of building your own. What is a custom CRM?

CRM 127
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The Complete Guide to B2B Website Visitor Tracking (+ 10 Great Tools to Get You Started)

Nutshell

As a B2B business owner, it’s essential to follow up with valuable leads. Read on to learn more about website visitor tracking and how it can help your B2B business grow. Benefits of website visitor tracking Top 10 website visitor tracking tools for B2B businesses FAQs about website visitor tracking What is website visitor tracking?

B2B 71
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Types of CRM Software for B2C: How to Choose the Right Fit

ACT

Managing those relationships is essential for your long-term success, and Customer Relationship Management (CRM) software is a vital tool for handling customer interactions in small and medium companies, whether business-to-business (B2B) or business-to-consumer (B2C). What is B2C CRM software? Not always.

B2C 52
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Software Reviews Report: Insightly vs. Salesforce

Insightly

We’re small, and we’re scrappy, trying to get the good word out about a modern CRM that’s affordable, flexible and scalable. Software Reviews – CRM category Software Reviews is a division of Info Tech Research Group. Its mission is to “improve the B2B software experience for both buyers and providers.”

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What are the 3 types of CRM? Recommendations, examples and best practice tips

SuperOffice

Not all CRM platforms are created equal. Each CRM serves a different purpose and audience. Finally, CRM systems differ in how they are built and how businesses can benefit from them. The 3 types of CRM. Let’s take a closer look at each type of CRM. Analytical CRM. Is an analytical CRM right for you?

CRM 136
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Altify and Salesforce and What’s Next for Simplified Selling with AI

Upland

The B2B sales landscape is undergoing a seismic shift. Altify and Salesforce, two titans of the CRM and sales effectiveness world, are partnering down to deliver a potent blend of AI innovation that promises to redefine how businesses close deals. How do you make sense of these disparate insights?