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9 CRM Tips & Tricks from HubSpot's Experts

Hubspot Sales

Imagine if every business had this level of customer knowledge and personalization. Wouldn’t you want to make your customers feel valued? That's where Customer Relationship Management (CRM) software comes in. CRM Tips and Tricks 1. Standardize formatting Standardizing format can save you trouble.

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CRM integration: What it is, why is it essential, and 4 key integrations

Insightly

How to empower your teams with CRM integration and APIs. Customer Relationship Management (CRM) integration is essential to unlocking the true power of a CRM. When done right, CRM integrations reduce organizational silos, save time, and bring an in-depth customer understanding to your entire organization. .

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What is a CRM?

Insightly

Customer relationship management ( CRM ) is a software system that allows businesses to capture and store business and customer data in a single database. The brief history of CRM. CRM isn’t a new concept. Businesses have tried to maintain healthy relationships with customers since the dawn of commerce.

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What is Customer Retention? 8 Best Strategies [+Apps]

Tidio

Add self-service portals like a knowledge base as an extra support option. Investing in multiple customer service channels is essential for a positive first customer experience: Seven Types of Customer Service. Easy product returns should be a core part of your customer retention plan. Quite the contrary–.

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Here’s What You Missed at TRANSFORM 2020

Showpad

Customer obsession = a great customer experience. Showpad Co-founder and President, Louis Jonckheere, spoke about creating an easy B2B customer experience. . Customers are not just buying based on price anymore; they’re buying based on the experience they have with a company. We’ve got you covered.