Nutshell

APRIL 3, 2024

When you’re running a consulting services business, a good CRM is a must to streamline your client acquisition process and keep a good balance between landing clients and delivering services. But should you use a consulting-specific CRM or a general-purpose CRM? However, CRM is a helpful tool for businesses of all sizes.

CRM 71

CRM Software Software Acquisition 71

Customer Think

MARCH 6, 2023

Even in a post-pandemic era, small- and medium-sized businesses (SMBs) continue to face new and evolving challenges. Unsteady markets, rising inflation and a looming recession have businesses and consumers alike taking a more frugal approach, making profitability an uphill climb for SMBs in 2023.

Marketing 111

Marketing Meetings CRM Small Business 111

Nutshell

SEPTEMBER 14, 2023

A customer relationship management (CRM) platform is one of the most essential tools your IT company can have. But with so many CRM platforms available, how do you know which is best for your business? You might ask yourself, “Should I use an IT-specific CRM or a general-use CRM?” What is a general-use CRM?

CRM 62

CRM Meetings Management Software 62

Hubspot Sales

APRIL 16, 2019

How many meetings do you have today? spend five or more hours in meetings per week. Whether you're meeting with prospects, clients, or colleagues finding a time to meet can be a challenge, especially when everyone's calendars are equally as busy. Meeting Tips. Make sure the value of the meeting is clear.

Meetings 78

Meetings Value Proposition Prioritization CRM 78

MTD Sales Training

FEBRUARY 12, 2018

He once said to me, “Sean, what do you do after a sales meeting that ensures the next one will be even better?”. I used to simply write up my notes, put them on the CRM system and carry on from there. The ‘how’ is the process that the meeting took, how you conducted the conversation, what worked well and what didn’t.

Meetings 110

Meetings Sales Decision-making Sales Training 110

Arpedio

APRIL 26, 2021

Meet an Arpedian: Max Opp. ? After having had some experience working with CRM in Banking and the Automotive industry in Germany, I always had the feeling that the CRMs I worked with didn’t help me to do my job better but were actually rather extra work for me. Prev Previous post Meet an Arpedian – Juan Pablo Rios.

Meetings 52

Meetings Account Management B2B Banking 52

Nutshell

JANUARY 17, 2024

Using a CRM in project management could be the answer you need for ultimate inter-departmental cohesion. Bringing sales, marketing, customer success, and project management teams together with a solid CRM software integration improves company-wide success and growth. What is CRM in project management?

Business Growth 71

Business Growth CRM Management Software 71

Hubspot Sales

MAY 7, 2019

Case in point: my friends and I attempted to make plans to meet up for dinner. This resulted in a long, confusing thread of messages that spanned multiple hours as meeting times were suggested and rejected. Eventually, we settled on a date and time, but the process of finding the best time to meet was inefficient and frustrating.

Meetings 103

Meetings Small Business CRM Communication 103

SuperOffice

JANUARY 19, 2022

Types of customer meetings. Along with a sequence of emails, companies with long sales cycles arrange three meetings before the conversion happens: Discovery meeting. This is your first meeting with a warm, qualified lead that’s held with the goal of understanding the specific needs of a prospect. Follow-up meeting.

Meetings 63

Meetings CRM Decision-making Sales 63

Insightly

JANUARY 30, 2024

The latest trend shaping the customer relationship management (CRM) horizon is the growing importance of the ability to integrate. One key takeaway from 2023 is that CRM systems should not operate in isolation. It leads to greater efficiency, deeper insights, and a better ability to meet the evolving needs of your customers.

CRM 52

CRM e-Learning Facilitation Decision-making 52

Hubspot Sales

APRIL 6, 2020

Organizing meetings, making phone calls, sending emails, and attending conferences — a lot goes into relationship-building, no matter your industry. So, with that data collected in mind, we've compiled some popular follow-up email subject lines to use after your next networking event, meeting, or conference. Follow-Up Email Templates.

Meetings 116

Meetings e-Learning CRM Organization 116

SuperOffice

AUGUST 22, 2022

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

CRM Decision-making Onboarding Suppliers 136

Insightly

DECEMBER 13, 2023

The importance of Customer Relationship Management (CRM) software across different industries and business environments is hard to ignore. CRM software is pivotal in managing and optimizing customer interactions throughout the entire lifecycle. Let’s take a deeper look at both. Let’s take a deeper look at both.

CRM 52

CRM Decision-making Software Software 52

Insightly

DECEMBER 13, 2023

The importance of Customer Relationship Management (CRM) software across different industries and business environments is hard to ignore. CRM software is pivotal in managing and optimizing customer interactions throughout the entire lifecycle. Let’s take a deeper look at both. Let’s take a deeper look at both.

CRM 52

CRM Decision-making Software Software 52

SBI Growth

JULY 23, 2020

You’ve likely built your selling career on face-to-face sales pitches and the always productive dinner meeting. As a sales leader, you understand better than most the power of face to face interaction. You’ve set your team’s strategy for the year.

Meetings 102

Meetings Sales Digital Transformation Software 102

SuperOffice

JUNE 30, 2022

The demand for integrated tech in our app store has led to more than 100 apps that now directly integrate with SuperOffice CRM. CRM helps companies manage their customer information and customer relationships, leading to a more customer centric organization. But integrations take CRM one step further. In a hurry?

CRM 106

CRM Computers and Electronics Decision-making Digitalization 106

Nutshell

MAY 3, 2023

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

CRM Software Software B2C 127

Insightly

DECEMBER 15, 2021

Here Is The 10-Step CRM Implementation Process We Use With Our Customers. Customer Relationship Management (CRM) implementation is an essential ingredient for a successful CRM project. Up to 69% of CRM projects fail because of poor implementation. 10 Steps To Successful CRM Software Implementation.

CRM 97

CRM Onboarding Software Software 97

Nutshell

APRIL 21, 2023

Learn more about how Nutshell CRM’s automation tools can help your business by contacting us online today or starting a free trial of Nutshell. Data collection and analysis With the help of CRM automation, you can improve the efficiency of your customer data collection and analysis efforts.

CRM 62

CRM Decision-making Meetings Communication 62

Hubspot Sales

JANUARY 18, 2021

That’s where customer relationship management (CRM) software comes into play. CRMs allow customer-facing employees and teams to manage relationships and interactions with all prospects and customers with ease. What are CRM activities? Now, let’s look at some examples of CRM activities. A CRM makes it easy to track deals.

CRM 135

CRM Software Software Communication 135

Nutshell

AUGUST 11, 2023

Launching with two exciting new features, Revenue Booster is built for teams who want to get more from their workflows and take their CRM to the next level. See what features Revenue Booster brings to the table: Simplify appointment bookings with Scheduler Most sales and marketing teams use scheduling software to manage their meetings.

CRM 62

CRM Software Software Meetings 62

Red Star Kim

NOVEMBER 1, 2023

Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking. Nervousness – Shyness, modesty, lack of confidence and fear of failure can make fee-earners reluctant to organise meetings to take the next steps in building a potential client relationship.

Key Account Management 130

Key Account Management Account Management Value Proposition Client Relationships 130

Hubspot Sales

FEBRUARY 25, 2019

But meeting your goal is far harder. If a salesperson knocks it out of the park when it comes to sales meetings, for instance, she'll set a goal that'll have her doing more sales meetings than ever before. Imagine you set a goal of getting five executive meetings this month. Anyone can set a goal. Not very high.

Meetings 104

Meetings Sales Negotiation CRM 104

Hubspot Sales

JUNE 29, 2018

One-on-One Meeting Questions. In my experience, one thing great managers understand that their ineffective counterparts do not is the value of one-on-one meetings. In fact, you might be surprised to know that the vast majority of managers do not meet individually with employees on a regular basis. Tell me about last week.".

Meetings 102

Meetings Construction Sales Management Management 102

Insightly

MAY 6, 2022

With the CRM being the heart of most businesses, integrations between it and the key tools used throughout the organization is vital. Making CRM integrations simpler and still effective is the new expected user experience. When selecting a CRM, this is one of the biggest points your team will need to cover.

CRM 105

CRM Facilitation eCommerce Government 105

Apptivo

AUGUST 24, 2023

" title="Top 5 Mobile CRM Benefits for Your Enterprise Business" data-src="[link] /> 1. What is mobile CRM? How does a Mobile CRM benefit your business? Top 5 Benefits of Mobile CRM 4. Mobile CRM use cases 5. Criteria to look for while choosing a Mobile CRM 6. What is mobile CRM?

CRM 52

CRM Manufacturing Transportation Logistics 52

Nutshell

JUNE 7, 2023

The same is true for your customer relationship management platform (CRM). CRMs are systems for managing customer data and strengthening relationships with leads to close more deals. A CRM is an essential business tool for making more sales and improving customer relationships.

CRM 62

CRM Software Software Acquisition 62

Sales Management Plus -- SMP

DECEMBER 20, 2022

To meet their quotas and goals, they need access to the right data. The post Five Ways Leading Distribution Sales Reps Use Data to Meet Their Goals appeared first on SMP. Distribution sales teams are under a lot of pressure to produce results.

Meetings 52

Meetings Sales Management Sales Decision-making 52

ProlifIQ

APRIL 12, 2024

Upsell & Cross-Sell From Your CRM Implementing effective cross-selling and upselling strategies can provide tremendous benefits for growing your business revenue and building customer loyalty. Products Purchased: Your CRM system should indicate which specific products, SKUs, or service lines were purchased in the deal.

CRM 52

CRM Prioritization Profitability Business Growth 52

Nutshell

MARCH 25, 2024

It’s where the rubber meets the road, and the initial relationship you’ve built with your customer before their purchase is put to the test. DOWNLOAD Is your business ready for a CRM? Store and distribute customer information through your CRM software for easy reference when needed. Find out here.

Client Onboarding 127

Client Onboarding Onboarding Customer Experience CRM 127

Insightly

MAY 30, 2023

Customer relationship management (CRM) has become a critical tool for driving business success across industries. As businesses increasingly rely on CRM software and systems to manage customer interactions, evaluating the overall effectiveness of these tools is essential.

CRM 52

CRM Decision-making Facilitation Customer Experience 52

Nutshell

MARCH 9, 2023

With the help of your customer relationship management (CRM) system, you can collect and store data that’s current, accurate, reliable, and consistent. With this information, you can better develop new products and services that meet your customers’ wants and needs.

CRM 62

CRM Software Software Government 62

Insightly

JUNE 26, 2023

In general, CRM training refers to the process of educating the end-user individuals on how to effectively use customer relationship management (CRM) software and tools. Why you should train your CRM team Training your CRM team is essential for several reasons: ROI: Your CRM is an investment.

CRM 52

CRM Decision-making Software Software 52

Nutshell

MAY 31, 2023

A CRM provides valuable benefits for your entire company, giving your sales and marketing teams the customer data and insights they need to engage with the right audience and drive sales. One of the best strategies for using your CRM is implementing custom fields and data forms. Using custom fields in your CRM is the solution.

CRM 62

CRM Decision-making Management Meetings 62

Nutshell

FEBRUARY 9, 2023

Your Nutshell customer relationship management (CRM) system is an invaluable tool when it comes to keeping track of your leads and prospects and delivering quality customer service to your customers. Take a look at five ways your CRM can help you develop a streamlined sales process that captures and retains leads.

CRM 62

CRM Sales Profitability Prioritization 62

Insightly

MARCH 13, 2023

Should you build a custom CRM , customize a general app to act like a CRM, or buy a customizable CRM? Customer Relationship Management (CRM) software is an ideal tool for tracking, organizing, and analyzing customer data. Customized CRM solutions are a necessity for start-up , small , mid-sized , and large businesses.

CRM 52

CRM Software Software Insurance 52

Hubspot Sales

OCTOBER 15, 2019

If you are getting acquainted with your CRM software and are impressed with how it functions independently, allow us to introduce you to your new favorite feature — integrations. While CRM software is powerful on its own, integrating your CRM with other tools across your sales stack makes your job so much easier.

CRM 106

CRM eCommerce Software Software 106