Articles tagged "CRM (Customer Relationship Management)"

How to create a report in Salesforce

Here's a tutorial for how to create a report in Salesforce so you can build out custom reporting dashboards with the actionable insights you need.

The best CRM software to manage your leads and customers

We put dozens of Salesforce alternatives through the wringer and came up with the 11 best CRM apps on the market.

The 11 best CRMs for small business

Even if your business is just starting out, customer relationship management (CRM) software should be the hub of your company's interactions with all of your current and future customers.

The best CRM software for real estate agents

We break down the top CRMs for real estate. Boost your sales with tools designed for realtor success. Find the perfect match for your agency needs.

The best HubSpot alternatives

These HubSpot alternatives cover a variety of use cases across CRM, marketing automation, email marketing, and more.

ActiveCampaign vs. HubSpot: Which CRM platform is best for you?

Deciding between ActiveCampaign vs. HubSpot? We break down each CRM platform to show you which could be a better fit for you on a feature-by-feature basis.

6 ways to automate Pipedrive with Zapier

Set your sales processes on autopilot by connecting your business-critical apps to Pipedrive with Zapier's automated workflows.

How to use Zapier's HubSpot Salesforce integration

If you're using Salesforce and HubSpot in your business, keeping both tools up to date can be a challenge. Here's how to do it automatically.

4 ways to automate Keap Max Classic

Keap Max Classic gets even more powerful when you pair it with your other tools. Here's how to automate Keap Max Classic with Zapier.

5 ways to use the Zapier Zoho CRM integration

Zoho CRM becomes even more powerful when you connect it to the rest of your tech stack. Automatically manage your incoming leads, add leads to marketing campaigns, and more.