Articles tagged "CRM (Customer Relationship Management)"

Spend less time on lead management with these tips

How much time do you think your team spends managing leads? If you spend more time sorting your prospects instead of working to make them paying customers, your lead management process may need a major overhaul. 

Easily get text alerts for your WhatConverts leads

Whenever you capture leads through marketing campaigns, WhatConverts lets you know which channels are your top performers. But you still need a way to act on them as soon as possible to keep leads warm. Here's the Zap that will keep you in the loop.

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.

Automatically move leads from Carrot to Podio for better lead tracking

At first, we were manually inputting our leads from our website into our Podio CRM. Then we discovered it was possible to use Zapier to automate the process.

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.

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.

5 HubSpot features to streamline your workflows

If HubSpot is your software of choice for marketing, sales, support, or CRM, you know it has a zillion and one features. That's part of why you love it, but it means some of the most effective features might be slipping through the cracks. 

Follow Up Boss: App spotlight

No real estate business is immune to dawdling—it can't be. Whether your prospective clients want to squeeze into a high-rise loft in Brooklyn or are upscaling to an airy condo in Florida (beachside, please), speed-to-lead is key.

Gmelius: App spotlight

Welcome to the world of modern work. It's a constant battle to keep your tools—and your team—in sync. Gmelius has devised a better way to bring all the benefits of the tools you use the most inside your Gmail workspace.