Chris Hawkins

Keeping your date/time formats uniform avoids potential app scheduling conflicts and keeps your entire team on the same page. By adding a formatter step to your Zaps, you can make sure your data is formatted the right way.

Live chat isn't just for customer support anymore: you'll now find most companies using chat to nurture leads and drive sales. But the sales chat app market isn't quite as developed yet, so put the options through the wringer and see who came out on top.

CRM integration: How to get the most out of your investment In the not too distant past, the primary way to document customer interactions was paper. Logs, receipts, and huge 3-ring binders were the norm.

We know CRMs can increase productivity by as much as 30 percent, but how specifically does connecting more software help? It’s a combination of using each tool for greater efficiency and finding ways to employ what you’ve learned about each customer.