Articles tagged "CRM (Customer Relationship Management)"

Easily track leads from content with Outgrow

Send leads from Outgrow content to the right place with automation.

5 tips to get the most out of Dreamforce—and stay productive

Salesforce users from around the world will come together for Dreamforce, the cloud CRM's signature conference. This global, hybrid experience includes keynotes, panels, lightning talks, and more.

Easily track contacts with Salesflare

Instead of updating contacts manually, you can use Salesflare, a customer relationship management (CRM) platform, to help you easily track contact info, lead status, and sales opportunities.

Automatically add leads to your CRM or email marketing platform

When someone fills out a form on your website or signs up to hear from you, it’s important to welcome them into your email platform or CRM quickly. Automation helps you do this quickly and accurately.

How to use marketing channel data to grow your business

When you can track your marketing campaigns and channels all the way through to customers signed and revenue generated you get a much better understanding of what’s working and what isn’t, which helps you decide where to increase spend and where to stop.

How to automatically create tasks from forms and tickets

Modernizing marketing at a 56-year-old nonprofit

Amigos de las Américas had decades of success, but its systems hadn't been updated to support its mission in a modern way. Automation with Zapier helped them do that, without diverting funds away from youth leadership and service programs.

How to use Zapier to avoid duplicate entries in Zoho CRM

Lead generation is the bread and butter of digital marketing. If you've been generating leads for any length of time, you likely encountered a common issue: data duplication in your CRM. Use Zapier to keep that from happening.

How Smart Charge America uses Zapier and Copper to supercharge sales

Learn how Smart Charge America uses Zapier and Copper to supercharge sales and keep track of their customers.

Copper: App spotlight

Copper, a productivity CRM for Google Workspace users, does much more than just store your customer data. It’s designed to help you focus on your business relationships and take on your busywork, so you don't have to.