Articles tagged "CRM (Customer Relationship Management)"

How to automatically enrich your lead data for better personalization

Automating data tracking across apps allows you to send personalized messages throughout a lead's lifecycle. Learn how you can instantly capture and store data from your forms, customer calls, email campaigns, and payment platforms.

How to update HubSpot contacts from a Google Sheet

Keep accurate customer records, without slowing down your sales pipeline. Learn how to automatically update and create HubSpot records from a Google Sheet for fast and accurate lead management.

How to enrich lead info from sales forms with OpenAI

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

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.

How to connect HubSpot and Google Contacts to keep your lead data up to date

Personalize your outreach with accurate, timely lead information.

How to instantly enrich your CRM with new purchase data

With automation, you can instantly enrich your CRM with the purchase information you want. That way, you can scale your cross-sell, upsell, and resell efforts, leading to more sales.

Add or update lead data in Salesforce for new Shopify orders

Easily keep your purchase data up to date in Salesforce with automation.

Beyond the sales pipeline: Using a CRM for customer success

Here's how a CRM can benefit your customer success team—and how to make it work.

Zendesk vs. Intercom: Which is better?

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

A quick guide to contact management

Contact management empowers you to design an address book that works for you, streamline contacts from multiple apps, and easily adjust or delete contacts.