Articles tagged "CRM (Customer Relationship Management)"

How to export a Salesforce report to Excel

Learn how to export Salesforce reports to Excel, troubleshoot issues, and optimize with automation tips to efficiently manage and utilize your data.

How to enrich lead info from sales forms with ChatGPT

Enrich your leads faster using GPT-3 so you can provide a more personalized buying experience.

Teaching tomorrow's engineers: How automation powers Holberton School's growth

HubSpot vs. Zoho: Which CRM is best? [2025]

Comparing HubSpot vs. Zoho, we found that HubSpot predictably has more features, while Zoho's stripped-down offering is more affordable.

4 ways to automate Vtiger CRM with Zapier

Help your marketing, sales, and customer support teams do more with Vtiger CRM. These automated workflows can smooth out the bumps in inefficient lead management processes, elevating everybody's work.

Pipedrive vs. Trello: Which should you use? [2025]

Pipedrive and Trello both let you use a Kanban-style board to move things through a pipeline. And, honestly, that's kind of where their (meaningful) similarities end.

Zendesk vs. Intercom: Which is better? [2025]

Choosing between Zendesk vs. Intercom? Zendesk may be better for customer service, while Intercom has more sales utility. See more key differences here.

What is a personal CRM—and should you use one?

Your contacts live all over the place, and it can be a chore to manage. What I really wanted—and needed—was a consolidated view of all my contacts. That's when I turned to a personal CRM.

5 ways to automate ServiceTitan with Zapier

Streamline how you manage your customer base by connecting your business-critical tools to ServiceTitan.

The best free CRM software in 2025

Notebooks and spreadsheets have their uses, but managing relationships shouldn't be one of them. That's where customer relationship management (CRM) software comes in.