Articles tagged "CRM (Customer Relationship Management)"

Collecting complex data? Here's how to automate it with Zapier

Whenever you need to handle complex information, such as payment information or signatures, a data collection tool will get the job done better than traditional form builders.

CRM automation to boost your team's productivity

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.

4 ways to improve your real estate business with automation

Every step you take as a Realtor is aimed at one outcome: Finalizing a property sale. Here's a look at some of the most popular ways to automate your real estate workflows so you can save time, improve your productivity, and spend more time with clients.

How a CRM can revolutionize your real estate business

I've been in sales my entire life: my family's business was retail, and I started selling Ford cars at the age of 14 in my native Brazil. So I can definitely appreciate the beauty of doing some things the old-fashioned way.

How Zapier helped turn this roofing company into a million-dollar business

There's a point in the life cycle of every contracting business when you reach a plateau. It happened to me and my roofing business not long ago.

5 ways to automate your sales journey with Zendesk Sell

In sales, speed is key. The folks behind behavioral science have long been pushing data that supports this notion: every minute you wait to contact a potential buyer is a minute you waste.

How automation helped me reach out to sources for a roundup post on my blog

Blogging is an outstanding way to get your voice out and be heard. This is especially true for brands looking to boost awareness to an audience outside of their local reach. Automation helped me make fast work of the task.

4 ways to automate your cold email outreach with Mailshake

Nowadays, people are pretty hip to the cold email game. If you launch an outreach campaign that's too generalized or shills too hard, you'll likely be ignored.

CRM integration: How to get the most out of your investment

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.

How StoryCorps uses Zapier to enrich CRM data and improve internal workflows

When your mission is preserving and sharing stories told by people around America, you end up with a lot of files to manage—and a lot of contacts to track.