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Q2–2022: Product updates to Insightly AppConnect, Service, Marketing, and CRM

Insightly

During the last few months, the Insightly team has worked diligently to bring a full suite of feature updates to all four Insightly products: CRM, Marketing, Service, and AppConnect. Out of the box, it includes over 500 pre-built connectors to applications across HR, Finance, IT, Sales, Marketing, Productivity, and Data storage.

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ERP and CRM: Differences and Benefits

Apptivo

All About ERP vs CRM. What is CRM? What is the difference between ERP and CRM? How does CRM benefit companies? It contains functionalities for different business processes such as finance, HR, inventory management and distribution. What is CRM? CRM stands for customer relationship management.

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27 Examples of Key Performance Indicators

OnStrategyHQ

And before I talk about those four attributes, so I just want to say the reason they need to work well for you is because KPIs are the heartbeat of your performance management process. Good plans use 5-7 of these to manage and track their progress against goals. So KPIs are the thing that do that for us. What are KPIs?

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Thankful for new integrations

Zendesk

Approve/Reject and Export processes give your finance team the control to see the refund requests that agents make. When finance approves or rejects, the agent is instantly notified and the ticket is updated for auditing purposes. Using its no-code designer, people can build Slack apps on their own and publish them.

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Thinking about starting your own business? Here’s what to know

ACT

If your finances permit, bootstrapping your business ensures complete ownership and gives you more control over business operations. You also need a well-defined cash-flow management strategy to make the most of business finances. A CRM solution like Act! Getting funding is only the first step in financial planning.

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Switching CRMs: the No BS, No Headache Guide

Insightly

Whether you run a small business, are heading up a start-up, or planning a new CRM system for a large company, your CRM is key to your success. . If your current CRM isn’t working as well as it should, making a move isn’t easy. Why switching CRM can be a good thing. Your finance team can help.

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15 Real Estate Prospecting Tips for Reaching Your Market and Converting Customers

Hubspot Sales

You'd probably enjoy content such as neighborhood guides or financing tips as you conduct your own search. Publish informative content related to the local real estate market, establish your authority, and connect with other sales professionals or businesses that can mutually benefit from contacting you. Become an active LinkedIn user.