article thumbnail

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.

CRM 90
article thumbnail

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. .

CRM 104
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

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.

CRM 52
article thumbnail

What are the benefits of CRM?

MTD Sales Training

What is a CRM system and what are the benefits of having one? CRM stands for Customer Relationship Management, and it’s essential that when you are selling your promises of a better future to your prospects, you are able to keep manageable records for those sales. 1) It helps you manage the overall customer experience.

CRM 74
article thumbnail

How to Improve Sales Productivity and Boost Team Efficiency

Nutshell

As the backbone of any business, the sales team needs to be efficient to meet targets and ensure the company remains profitable. Keeping an eye on your team’s sales productivity is one of the best ways to track performance and nip bottlenecks in the bud. Table of Contents What is sales productivity? What is sales productivity?

CRM 71
article thumbnail

What is a Land and Expand Sales Strategy?

Upland

In this article, we’re going to explore best practices of land and expand from an account planning perspective and share real life examples and stories from sellers who have used this strategy to succeed. What is land and expand in sales? After all, before an illustrious career in sales he served in the U.S.

article thumbnail

People & Problems: The core of strategic account planning

Strategic Account Management Association

But as a provider of a robust set of sales management and methodology capabilities , our teams work with some of the biggest sales organizations in the world. The foundational principles that move the needle are ones familiar to any sales leader: relationships and insights. And we ask these questions beyond the sales team.