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Using a spreadsheet CRM

Insightly

Is a spreadsheet CRM is a good solution for your small business? Using a spreadsheet (like Google Sheets or Excel), using financial software, or using a basic CRM system are all inexpensive options, with spreadsheet CRMs being the most popular. Let’s review the options for a CRM in this blog post.

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What is CRM & Best CRM Software Suitable for your Business

Agile CRM

In the business world, customer relationship management (CRM) software is a must-have. There are many different CRM software programs on the market, so it is important for businesses to select the one that best meets their needs. What is CRM? Types of CRM Software. How to Choose the Right CRM Software.

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7 CRM Setup Best Practices to Streamline Your Processes

Nutshell

Setting up your customer relationship management (CRM) software is like setting up a new computer. Similarly, CRM setup also involves customizations that will: Maximize the CRM features that your business needs Help your teams collaborate Increase your team’s productivity Streamline your processes for growth Not sure where to start?

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The Top 10 CRM Issues and How to Address Them

Nutshell

Your customer relationship management (CRM) software can be the most powerful tool in your business’s toolbox. Unfortunately, these outcomes aren’t a given just because you purchase a CRM. Not all CRMs are created equal, and you may face certain CRM issues as you set up and use your relationship management system.

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All the things marketers can (and should) be doing with a CRM

Nutshell

Although typically perceived as software for salespeople, CRMs are the secret sauce behind most successful marketing initiatives. A CRM is an integral piece of software for marketers and salespeople. Who’s downloading content. Most CRMs will help you: Segment your audiences Tailor custom content to each audience (e.g.,

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5 CRM Data Clean Up Tips

Insightly

In fact, the data in your CRM database is among your most valuable business assets. To keep these critical business functions running smoothly, you need CRM data that’s complete, accurate, well organized, and up to date — but that’s easier said than done. Over time, it’s easy for CRM data to become disorganized and outdated.

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Software for Startups: What’s Your Tech Stack?

Nutshell

Below are a few popular marketing and sales software for startups: Hootsuite Mailchimp Buffer DOWNLOAD Want to generate more leads? (Of The B2B Marketer’s Toolkit collects 120+ of the best lead generation tips ever published on the Nutshell blog. Download it today! Of course you do.) GET THE TOOLKIT 4. Find out here.