Hubspot Sales

MAY 2, 2024

Something else to note—if you sell globally, considering a payment processor that supports local payment methods is crucial. Common mistakes to avoid when selecting a payment processor Now that you understand payment processor features to look for, let’s discuss what to avoid.

Banking 89

Banking Small Business Digitalization B2B 89

Nutshell

JUNE 16, 2023

The solution to uncovering your team’s actions is Audit Log, Nutshell’s newest feature. We’ve compiled the answers to some common questions to help you understand what this feature is all about: How do I access Audit Log? For a complete list of the other features you get with Nutshell Enterprise, visit our Nutshell Enterprise page.

CRM 118

CRM Management Organization Sales 118

Help Scout

MAY 16, 2024

Let's take a look at how Help Scout's customer support team uses the tag and custom field Inbox features. Read the full article

48

48

Nutshell

DECEMBER 22, 2023

SurveyMonkey for best overall Price: Free, or starting at $25/user/month Key features: Hundreds of question variations and survey types across templates 100+ app integrations and plug-ins AI and machine learning tools like SurveyMonkey Genius 2. Customizable template gallery Shareable forms that can also be embedded into websites 9.

CRM 126

CRM Software Software Internet 126

Zendesk

APRIL 29, 2022

AfterShip Returns Center (Support) is a must-have returns management portal that ensures a happy post-purchase experience. Timers (Support) helps you manage SLAs, OLAs, deadlines, and reminders. It features unlimited timers with flexible workflows. AfterShip Returns Center. LaunchDarkly. Lime Integration.

Artificial Intelligence 98

Artificial Intelligence CRM Facilitation Software 98

Nutshell

AUGUST 22, 2023

Let’s take a look at how CRMs are using AI, whether it’s worthwhile for your business to use AI in your CRM, and which CRMs are providing the best AI-powered features. An example is Nutshell’s timeline summarization feature , which summarizes the chronological record of your customer interactions to provide an actionable summary.

Artificial Intelligence 114

Artificial Intelligence CRM Management Decision-making 114

Customer Think

MARCH 9, 2023

In 2021, The B2B Institute, a think tank supported by LinkedIn, published a report featuring several papers authored by researchers with the Ehrenberg-Bass Institute for Marketing Science. One of the papers was written by Professor John Dawes, the A.

Publishing 117

Publishing B2B Marketing Digitalization 117

Hubspot Sales

SEPTEMBER 8, 2023

Powered by VoIP (Voice Over Internet Protocol) technology , a softphone functions like a desk phone with additional features like call recording and voicemail transcription. Features can also be added and removed from your subscription based on what you need.

Internet 94

Internet Remote Working Software Software 94

Customer Think

JANUARY 14, 2024

Do you want to improve customer satisfaction and reduce your support team’s workload? A knowledge base is like a treasure trove of information, providing detailed answers to common questions, explaining product features, and helping […] Then, it’s time to consider implementing a knowledge base.

76

76

Nutshell

JANUARY 9, 2024

Introducing Nutshell’s Landing Pages , a feature here to unlock your website’s full potential for filling your sales pipeline! For more information about using a custom domain or the Nutshell-provided domain, see our Landing Pages support article. Landing Pages is an add-on feature that Nutshell CRM customers can add to their plan.

Publishing 62

Publishing Advertising CRM Marketing 62

Nutshell

JANUARY 9, 2024

Introducing Nutshell’s Landing Pages , a feature here to unlock your website’s full potential for filling your sales pipeline! For more information about using a custom domain or the Nutshell-provided domain, see our Landing Pages support article. Landing Pages is an add-on feature that Nutshell CRM customers can add to their plan.

Publishing 62

Publishing Advertising CRM Marketing 62

Hubspot Sales

SEPTEMBER 27, 2023

Subscription Billing Models Subscription Management Software: Key Features to Look For How Does Subscription Management Work? Use analytics features to report on KPIs. Each tier unlocks additional features and services, allowing customers to choose the plan that aligns with their requirements. Why Manage Subscriptions?

Management 89

Management Software Software Decision-making 89

Nutshell

APRIL 18, 2024

The benefits of implementing SCV Types of customer data in a unified customer view How to create a single customer view Common challenges when creating an SCV Looking for an easy-to-use CRM with all the features you need to boost sales? Explore Nutshell’s Features What is a single customer view? Find out here.

Government 77

Government CRM Decision-making Customer Experience 77

Hubspot Sales

SEPTEMBER 29, 2023

The key to improving sales performance lies not only in the hands of sales reps, but also in the ability of their managers to provide effective guidance and support. Additionally, with features like call coaching software — some tools can even help you help them level up their conversations. This is no different in sales.

Software 93

Software Software Sales Remote Working 93

Zendesk

FEBRUARY 6, 2024

Our latest improvements have expanded the usability of this feature to larger businesses, which often have more complex workflows. With the bulk editing feature, managers can adjust, delete, or generate schedules. The post Enhancing the agent experience with Tymeshift’s newest features appeared first on Zendesk.

Artificial Intelligence 59

Artificial Intelligence Finance Prioritization Innovation 59

Nutshell

DECEMBER 20, 2023

As we wrap up 2023, take a look back at all the new features we’ve added this year: Pinned Notes 2023 started off with an update to your People, Company, and Lead timelines. The Pinned Notes feature keeps important details top of mind for everyone on your team.

CRM 71

CRM Artificial Intelligence Meetings Decision-making 71

Zendesk

MAY 27, 2022

Bigblue (Support) is a fulfillment solution for e-commerce brands. With the Bigblue App for Zendesk Support, you can display Bigblue data directly in your Zendesk sidebar, automatically create alerts for delivery issues while proactively solving them, and easily escalate an issue to Bigblue for carrier delays or lost parcels.

eCommerce 96

eCommerce Internet Communication Media 96

Hubspot Sales

MARCH 18, 2024

Welcome to “The Pipeline” — a weekly column from HubSpot, featuring actionable insight from real sales leaders. Point out that the better quality, more robust feature set, or greater support provide more than enough value to justify the higher cost. This week's installment comes from Arash Asli, CEO of Yocale.

Advertising 109

Advertising Sales Marketing 109

Nutshell

MARCH 5, 2024

Plus, you can reorder the fields to better support your team’s needs! Learn more about this exciting new feature! The new customizable board view enables Nutshell admins to customize the information on their lead board cards to fully support their team’s unique needs. Who is this feature available to?

CRM 71

CRM Customer Success Management Sales 71

Nutshell

NOVEMBER 20, 2023

Here’s a look at the new email template management features: Centralized email template management Say hello to the ultimate template hub! This feature is available to all customers on all plans, and all customers can create unlimited groups. Feel free to reach out to our support team with any questions as well!

Organization 120

Organization Management Marketing Sales 120

Hubspot Sales

OCTOBER 4, 2023

Best Sales Training Platforms Features of Sales Training Tools to Look For Best Sales Training Platforms HubSpot Sales Hub HubSpot Sales Hub equips you and your team with sales playbooks that include sales enablement content (like product sheets and pricing guidelines), call scripts, and battlecards to assess your competition.

Sales Training 81

Sales Training Software Software Sales 81

Help Scout

MAY 18, 2021

Offering live support can really take your customer experience to the next level. Though phone support may be what many think of for live support, there’s another option: live chat. Not only can live chat offer the same immediacy, it’s also less resource-intensive — and it’s the preferred support channel for many.

Artificial Intelligence 113

Artificial Intelligence Communication Media CRM 113

Nutshell

SEPTEMBER 14, 2023

It takes into account the needs of IT companies and includes unique features to help them reach their goals. It usually contains a broad range of features and customizable settings to help you set up the platform in a way that works best for your team and business. What is a general-use CRM?

CRM 62

CRM Meetings Management Software 62

Zendesk

DECEMBER 16, 2021

Convey (Support) is taking shipment visibility to the next level; providing and normalizing more carrier connections, more accurate data, algorithmic exceptions, and predictive insights into a common language for automation and proactive work design. Mitigate lengthy and costly support calls with real-time shipment statuses.

Prioritization 96

Prioritization Software Software CRM 96

Insightly

FEBRUARY 12, 2024

The data shows that service experience, features, and capability are three areas where software users indicate that Insightly edges out Salesforce. Net Score: Insightly 85%, Salesforce: 82% Why Insightly wins: While all CRMs have similar features, Insightly’s ease of use helps it stand out. The responses will be enlightening.

Software 52

Software Software CRM Small Business 52

Help Scout

JULY 8, 2021

This is the point where most companies start looking for solutions to help them organize their support efforts. However, if you’re strapped for resources, it may seem tough to justify investing in a proper support tool. And if you’re in the market for a free support tool, you may well stumble across Google Collaborative Inbox.

Decision-making 113

Decision-making Management Organization Software 113

Nutshell

DECEMBER 20, 2023

As we wrap up 2023, take a look back at all the new features we’ve added this year: Pinned Notes 2023 started off with an update to your People, Company, and Lead timelines. The Pinned Notes feature keeps important details top of mind for everyone on your team.

CRM 62

CRM Artificial Intelligence Meetings Decision-making 62

Nutshell

APRIL 4, 2024

Table of Contents Features to look for in a meeting scheduler tool 10 best meeting scheduler apps for your business Nutshell Scheduler Calendly Doodle Sidekick Motion Google Calendar SimplyMeet.me One of the biggest features to look for is a good user experience, primarily when it comes to ease of use. Keep reading to learn more!

Meetings 71

Meetings CRM Software Software 71

Nutshell

APRIL 22, 2024

Introducing new Nutshell forms spam prevention features! With new spam prevention features, your team can opt-in to add spam prevention settings for all your new Nutshell forms. Check out our Nutshell forms support article. Now Nutshell will handle spam prevention for you, so you can keep fake form submissions out of your CRM.

CRM 71

CRM Sales Management 71

Zendesk

NOVEMBER 29, 2022

Key features include items like a low code/no code platform that allows for visual bot design flow and testing without developer training, a visual dialogue builder, 24/7 personalized support, channel integrations available for leading customer experience solutions, data systems, and more. Support Change Assistant.

e-Learning 98

e-Learning Finance Banking Construction 98

Nutshell

FEBRUARY 28, 2023

Table of contents: Poor user adoption Inaccurate or outdated data Integration issues Lack of user-friendliness Lack of customization Cost Limited reporting and analytics Poor technical support Limited mobile access Data security concerns 1. Plus, our support team is available to help you with your data—we’ll even import your data for you.

CRM 71

CRM Decision-making Software Software 71

Apptivo

FEBRUARY 8, 2022

is powered with advanced features that leave no stone unturned in offering an exceptional user experience. In addition to enhancing our existing features, we have also focused on optimizing our application. In the latest upgrade of our All-in-One iOS application, we have supported the Summary Boxes feature in the Cases app.

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98

Hubspot Sales

MAY 27, 2020

To decide, you'll probably compare features such as customizability, ease of use, and price. ActiveCampaign's CRM offers all the features you need to automate your sales process and eliminate friction. In fact, ActiveCampaign customers continue to rate the CRM highly in ease of use, ease of setup, and quality support.

Small Business 129

Small Business CRM Sales Decision-making 129

Zendesk

NOVEMBER 9, 2023

The best part: Generative replies are ready to use with a click of a button—no coding or developer support required. This feature can be incredibly helpful for businesses of all sizes, allowing them to scale effortlessly while ensuring customer satisfaction.

Customer Experience 52

Customer Experience Retail Innovation Meetings 52

Nutshell

JANUARY 19, 2024

Benefits of using an invoicing app Features to look for in a free invoicing app 7 best free invoicing apps PayPal Square Invoice Ninja Paymo Wave Invoicely Invoice Home What is invoice software? Features to look for in a free invoicing app You should expect to find several different features in the best free invoicing software.

Software 71

Software Software Sales Analytics Digitalization 71

Nutshell

JUNE 7, 2023

Several issues could arise that lead to less-than-optimal usage of your CRM, from poor training on the system to low user adoption to a lack of essential features. Looking for those opportunities is critical because it paves the way for you to optimize your CRM system and make the best use of its features and tools.

CRM 62

CRM Software Software Acquisition 62

Zendesk

AUGUST 9, 2023

To meet this growing need to nurture and support employees, businesses have been turning to services such as VirginPulse , a company that has seen incredible rates of growth every year: upwards of 15–20 percent. First, the support organization began revitalizing and expanding its knowledge base.

Artificial Intelligence 97

Artificial Intelligence Customer Experience Organization Meetings 97