#crm

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#technology
Real estate
fromwww.housingwire.com
2 months ago

Ex-Zillow execs launch AI-powered assistant HouseWhisper

HouseWhisper enables real estate agents to manage client interactions easily via phone, enhancing CRM usability without tech complexity.
fromClickUp
3 hours ago
Marketing tech

10 Best CRM for Private Equity to Manage Deals in 2025 | ClickUp

A robust CRM is essential for private equity to manage deals and relationships efficiently in a fast-paced environment.
Real estate
fromwww.housingwire.com
2 months ago

Ex-Zillow execs launch AI-powered assistant HouseWhisper

HouseWhisper enables real estate agents to manage client interactions easily via phone, enhancing CRM usability without tech complexity.
Marketing tech
fromClickUp
3 hours ago

10 Best CRM for Private Equity to Manage Deals in 2025 | ClickUp

A robust CRM is essential for private equity to manage deals and relationships efficiently in a fast-paced environment.
more#technology
fromTheregister
1 day ago
UK politics

UK tax collector looks for new CRM system with 1B on table

HMRC is seeking a new CRM vendor to enhance taxpayer interactions and streamline services.
#productivity
fromHubspot
1 year ago
Artificial intelligence

How Go-to-Market Teams Can Grow With AI, According to HubSpot's Head of Product

Legacy CRMs hinder easy customer engagement and growth; unified AI can streamline interactions and meet customer expectations swiftly.
fromClickUp
3 months ago
Marketing

10 Best All in One CRM Software for 2025 | ClickUp

An effective CRM system is essential for managing customer relationships and improving sales performance.
Choosing the right CRM can significantly enhance productivity and streamline operations.
fromEntrepreneur
4 days ago
Startup companies

You're Not Too Small for a CRM - Here's Why It Matters | Entrepreneur

Businesses often underestimate the importance of a CRM, believing they are too small for one.
As sales cycles lengthen and interactions increase, a CRM becomes essential for managing relationships.
fromClickUp
1 month ago
Marketing tech

ClickUp vs Pipedrive: Which CRM Tool is Best for Your Business?

ClickUp offers comprehensive work management capabilities, while Pipedrive is tailored for sales pipeline tracking.
fromClickUp
3 months ago
Deliverability

Top 10 CRM for Gmail Tools to Streamline Workflows in 2025

Integrating Gmail with a CRM enhances organization and communication management.
fromHubspot
1 year ago
Artificial intelligence

How Go-to-Market Teams Can Grow With AI, According to HubSpot's Head of Product

Legacy CRMs hinder easy customer engagement and growth; unified AI can streamline interactions and meet customer expectations swiftly.
fromClickUp
3 months ago
Marketing

10 Best All in One CRM Software for 2025 | ClickUp

An effective CRM system is essential for managing customer relationships and improving sales performance.
Choosing the right CRM can significantly enhance productivity and streamline operations.
fromEntrepreneur
4 days ago
Startup companies

You're Not Too Small for a CRM - Here's Why It Matters | Entrepreneur

Businesses often underestimate the importance of a CRM, believing they are too small for one.
As sales cycles lengthen and interactions increase, a CRM becomes essential for managing relationships.
fromClickUp
1 month ago
Marketing tech

ClickUp vs Pipedrive: Which CRM Tool is Best for Your Business?

ClickUp offers comprehensive work management capabilities, while Pipedrive is tailored for sales pipeline tracking.
fromClickUp
3 months ago
Deliverability

Top 10 CRM for Gmail Tools to Streamline Workflows in 2025

Integrating Gmail with a CRM enhances organization and communication management.
more#productivity
#hubspot
fromTechRepublic
6 months ago
Business intelligence

5 Best CRM with Project Management for 2024

HubSpot is the top CRM for project management, offering a range of tools for effective project tracking and management.
fromTechRepublic
6 months ago
Business intelligence

Best CRM Solutions for Accounting Firms in 2024

HubSpot is ideal for leveraging AI in CRM functions to boost efficiency and support diverse industries with customized tools.
fromchannelpro
7 months ago
Marketing

HubSpot and Amplitude look to product-led growth with new partnership

The partnership enhances GTM strategies by merging Amplitude's behavior data with HubSpot's CRM capabilities.
fromMarTech
2 weeks ago
Marketing tech

The 14 best HubSpot updates from March 2025 | MarTech

HubSpot's March updates enhance team performance through smarter automation and improved data visibility.
Customizable dashboards and redesigned campaign tracking improve sales workflow and campaign management efficiency.
fromMarTech
1 month ago
Marketing tech

The 16 Best HubSpot Updates from February 2025 | MarTech

HubSpot's February 2025 updates focus on smarter automation and enhanced reporting tools for better CRM management.
fromB2B Marketing Blog | Bootstrap Creative
3 months ago
Online marketing

Unleashing the Power of HubSpot UI Extensions: How to Tailor Your CRM for B2B Lead Generation

Customizing HubSpot with UI Extensions enhances CRM efficiency, improving B2B lead generation through streamlined workflows and better access to relevant data.
fromTechRepublic
6 months ago
Business intelligence

5 Best CRM with Project Management for 2024

HubSpot is the top CRM for project management, offering a range of tools for effective project tracking and management.
fromTechRepublic
6 months ago
Business intelligence

Best CRM Solutions for Accounting Firms in 2024

HubSpot is ideal for leveraging AI in CRM functions to boost efficiency and support diverse industries with customized tools.
fromchannelpro
7 months ago
Marketing

HubSpot and Amplitude look to product-led growth with new partnership

The partnership enhances GTM strategies by merging Amplitude's behavior data with HubSpot's CRM capabilities.
fromMarTech
2 weeks ago
Marketing tech

The 14 best HubSpot updates from March 2025 | MarTech

HubSpot's March updates enhance team performance through smarter automation and improved data visibility.
Customizable dashboards and redesigned campaign tracking improve sales workflow and campaign management efficiency.
fromMarTech
1 month ago
Marketing tech

The 16 Best HubSpot Updates from February 2025 | MarTech

HubSpot's February 2025 updates focus on smarter automation and enhanced reporting tools for better CRM management.
fromB2B Marketing Blog | Bootstrap Creative
3 months ago
Online marketing

Unleashing the Power of HubSpot UI Extensions: How to Tailor Your CRM for B2B Lead Generation

Customizing HubSpot with UI Extensions enhances CRM efficiency, improving B2B lead generation through streamlined workflows and better access to relevant data.
more#hubspot
#customer-service
fromClickUp
6 months ago
Business intelligence

Zendesk Vs Salesforce: Which CRM is Best in 2024? | ClickUp

Choosing the right CRM, like Zendesk or Salesforce, can significantly impact customer interactions and operational efficiency.
fromClickUp
3 weeks ago
Marketing tech

13 Best CRM Call Center Software for Seamless Customer Support

Exceptional customer service can lead to sales and lasting relationships, exemplified by a Zappos call lasting nearly 11 hours.
fromClickUp
1 month ago
Marketing tech

Top 10 CRM for HVAC Service and Maintenance in 2025 | ClickUp

HVAC CRM is essential for optimizing operations and enhancing customer service in a competitive market.
fromClickUp
6 months ago
Business intelligence

Zendesk Vs Salesforce: Which CRM is Best in 2024? | ClickUp

Choosing the right CRM, like Zendesk or Salesforce, can significantly impact customer interactions and operational efficiency.
fromClickUp
3 weeks ago
Marketing tech

13 Best CRM Call Center Software for Seamless Customer Support

Exceptional customer service can lead to sales and lasting relationships, exemplified by a Zappos call lasting nearly 11 hours.
fromClickUp
1 month ago
Marketing tech

Top 10 CRM for HVAC Service and Maintenance in 2025 | ClickUp

HVAC CRM is essential for optimizing operations and enhancing customer service in a competitive market.
more#customer-service
#sales-management
fromTechzine Global
3 weeks ago
Marketing tech

ServiceNow strengthens CRM position with acquisition of Logik.ai

ServiceNow's acquisition of Logik.ai enhances AI-driven sales processes and strengthens its CRM positioning.
fromClickUp
6 months ago
Business intelligence

13 Best Enterprise CRM Software for 2024 | ClickUp

Effective CRM software can significantly reduce missed sales opportunities caused by miscommunication.
Choosing the right CRM tool involves considering customization, analytics, integration, security, and user-friendliness.
fromTechRepublic
7 months ago
Business intelligence

SugarCRM Review (2024): Pricing, Features, and Alternatives

SugarCRM provides an integrated platform for sales, marketing, and customer service with a strong focus on automation and data security.
fromTechRepublic
7 months ago
Marketing

Nimble CRM Review (2024): Features, Pros, Cons and Pricing

Nimble CRM excels in marketing and sales management with unique features like stay-in-touch and email sequences, but its singular pricing may limit smaller businesses.
fromClickUp
3 months ago
Miscellaneous

How to Create a CRM Dashboard (With Templates)

Effective customer relationship management (CRM) is essential for sales teams to succeed, ensuring informed decision-making guided by accurate data.
fromTechzine Global
3 weeks ago
Marketing tech

ServiceNow strengthens CRM position with acquisition of Logik.ai

ServiceNow's acquisition of Logik.ai enhances AI-driven sales processes and strengthens its CRM positioning.
fromClickUp
6 months ago
Business intelligence

13 Best Enterprise CRM Software for 2024 | ClickUp

Effective CRM software can significantly reduce missed sales opportunities caused by miscommunication.
Choosing the right CRM tool involves considering customization, analytics, integration, security, and user-friendliness.
fromTechRepublic
7 months ago
Business intelligence

SugarCRM Review (2024): Pricing, Features, and Alternatives

SugarCRM provides an integrated platform for sales, marketing, and customer service with a strong focus on automation and data security.
fromTechRepublic
7 months ago
Marketing

Nimble CRM Review (2024): Features, Pros, Cons and Pricing

Nimble CRM excels in marketing and sales management with unique features like stay-in-touch and email sequences, but its singular pricing may limit smaller businesses.
fromClickUp
3 months ago
Miscellaneous

How to Create a CRM Dashboard (With Templates)

Effective customer relationship management (CRM) is essential for sales teams to succeed, ensuring informed decision-making guided by accurate data.
more#sales-management
fromTryton Discussion
4 weeks ago
Software development

Newsletter April 2025

The recent release focuses on bug fixes, performance improvements, and new user features including contact management and promotions.
#ai
Marketing tech
fromTechzine Global
1 month ago

Microsoft goes after Salesforce with sales agents in 365 Copilot

Microsoft's new sales AI tools aim to transform lead generation and CRM integration, presenting a competitive alternative to Salesforce's Agentforce.
Marketing tech
fromMarTech
1 month ago

Salesforce & Microsoft square off with new AI sales agents | MarTech

Salesforce and Microsoft launched AI sales agents that enhance sales efficiency, each with unique strategic approaches and integration capabilities.
Marketing tech
fromresund Startups
1 month ago

Bookboost Secures 3.6M to Revolutionize Hospitality CRM

Bookboost received €3.6 million funding to enhance its AI-driven hospitality CRM platform. This aims to improve guest engagement and relationships.
Marketing tech
fromTechCrunch
1 month ago

Klarna CEO doubts that other companies will replace Salesforce with AI | TechCrunch

Klarna replaced Salesforce with its own AI system, emphasizing unique operational needs and operational savings, but doesn't foresee a decline for Salesforce.
Artificial intelligence
fromTechzine Global
5 months ago

Creatio combines low-code + agentic, generative & prescriptive AI for workflow automation

Creatio's version 8.2 emphasizes AI integration with no-code technologies to streamline CRM workflows and enhance business automation.
fromchannelpro
4 months ago
Business intelligence

Channel Focus: All you need to know about Salesforce's partner program

Salesforce is focusing on AI-agent productivity to enhance customer experiences across several business sectors.
The company reported notable financial growth, indicating successful market penetration and relevance.
Generative AI tools are highlighted as key assets for maximizing customer data value.
The firm is actively positioning itself against competitors in the AI space.
Marketing tech
fromTechzine Global
1 month ago

Microsoft goes after Salesforce with sales agents in 365 Copilot

Microsoft's new sales AI tools aim to transform lead generation and CRM integration, presenting a competitive alternative to Salesforce's Agentforce.
Marketing tech
fromMarTech
1 month ago

Salesforce & Microsoft square off with new AI sales agents | MarTech

Salesforce and Microsoft launched AI sales agents that enhance sales efficiency, each with unique strategic approaches and integration capabilities.
Marketing tech
fromresund Startups
1 month ago

Bookboost Secures 3.6M to Revolutionize Hospitality CRM

Bookboost received €3.6 million funding to enhance its AI-driven hospitality CRM platform. This aims to improve guest engagement and relationships.
Marketing tech
fromTechCrunch
1 month ago

Klarna CEO doubts that other companies will replace Salesforce with AI | TechCrunch

Klarna replaced Salesforce with its own AI system, emphasizing unique operational needs and operational savings, but doesn't foresee a decline for Salesforce.
Artificial intelligence
fromTechzine Global
5 months ago

Creatio combines low-code + agentic, generative & prescriptive AI for workflow automation

Creatio's version 8.2 emphasizes AI integration with no-code technologies to streamline CRM workflows and enhance business automation.
fromchannelpro
4 months ago
Business intelligence

Channel Focus: All you need to know about Salesforce's partner program

Salesforce is focusing on AI-agent productivity to enhance customer experiences across several business sectors.
The company reported notable financial growth, indicating successful market penetration and relevance.
Generative AI tools are highlighted as key assets for maximizing customer data value.
The firm is actively positioning itself against competitors in the AI space.
more#ai
#customer-experience
Marketing
fromLondon Business News | Londonlovesbusiness.com
2 months ago

The honest value of a single customer - London Business News | Londonlovesbusiness.com

Customer experience is crucial, with 60% of consumers leaving after one bad interaction.
Businesses must balance organizational goals with exceptional service to succeed.
Engaging and retaining valuable customers is key to organizational success.
fromShopify
4 months ago
Marketing

How Customer Management Helps You Connect With Shoppers (2024) - Shopify

Customer management is vital for cultivating long-term loyalty through understanding customer needs and delivering exceptional experiences.
fromHackernoon
1 month ago
Data science

Elevating Customer Experience with Predictive Analytics: Insights from Chitrapradha Ganesan | HackerNoon

Exceptional customer experience is vital for competitive advantage.
Predictive analytics enhances personalized customer engagement.
fromBusiness Matters
5 months ago
Marketing

Top Tools Every Small Business Should Invest In For Better Client Communication

Effective communication is crucial for small business success and customer retention.
Utilizing the right tools can dramatically improve client interactions.
fromClickUp
1 month ago
Marketing tech

How to Use a CRM Effectively | ClickUp

Engaging employees and customers is a competitive edge, utilizing CRM can enhance these engagements.
fromClickUp
2 months ago
Marketing

5 Steps to Optimize Your CRM Processes | ClickUp

CRM processes are essential to maximize the value of customer relationship management systems.
Marketing
fromLondon Business News | Londonlovesbusiness.com
2 months ago

The honest value of a single customer - London Business News | Londonlovesbusiness.com

Customer experience is crucial, with 60% of consumers leaving after one bad interaction.
Businesses must balance organizational goals with exceptional service to succeed.
Engaging and retaining valuable customers is key to organizational success.
fromShopify
4 months ago
Marketing

How Customer Management Helps You Connect With Shoppers (2024) - Shopify

Customer management is vital for cultivating long-term loyalty through understanding customer needs and delivering exceptional experiences.
fromHackernoon
1 month ago
Data science

Elevating Customer Experience with Predictive Analytics: Insights from Chitrapradha Ganesan | HackerNoon

Exceptional customer experience is vital for competitive advantage.
Predictive analytics enhances personalized customer engagement.
fromBusiness Matters
5 months ago
Marketing

Top Tools Every Small Business Should Invest In For Better Client Communication

Effective communication is crucial for small business success and customer retention.
Utilizing the right tools can dramatically improve client interactions.
fromClickUp
1 month ago
Marketing tech

How to Use a CRM Effectively | ClickUp

Engaging employees and customers is a competitive edge, utilizing CRM can enhance these engagements.
fromClickUp
2 months ago
Marketing

5 Steps to Optimize Your CRM Processes | ClickUp

CRM processes are essential to maximize the value of customer relationship management systems.
more#customer-experience
#funding
Marketing tech
fromSilicon Canals
1 month ago

Swedish hospitality CRM platform Bookboost raises 3.6M

Bookboost has raised €3.6M to enhance its hospitality CRM platform for hotels, focusing on guest data and personalized communication.
fromSilicon Canals
5 months ago
Miscellaneous

Paris-based Twenty secures 4.7M to advance its open-source CRM - Silicon Canals

Twenty secured $5M in seed funding to enhance its open-source CRM, aiming for differentiation in the market.
Marketing tech
fromSilicon Canals
1 month ago

Swedish hospitality CRM platform Bookboost raises 3.6M

Bookboost has raised €3.6M to enhance its hospitality CRM platform for hotels, focusing on guest data and personalized communication.
fromSilicon Canals
5 months ago
Miscellaneous

Paris-based Twenty secures 4.7M to advance its open-source CRM - Silicon Canals

Twenty secured $5M in seed funding to enhance its open-source CRM, aiming for differentiation in the market.
more#funding
#customer-management
fromClickUp
2 months ago
Marketing tech

14 Best CRM Software for Service Businesses in 2025 | ClickUp

Service businesses require CRM systems to manage customer relationships effectively.
Key features of service-focused CRM include client data storage, communication, project management, data intelligence, flexibility, ease of use, and internal collaboration.
fromClickUp
3 months ago
Business intelligence

10 Best Web-Based CRM Software for Your Business Operations

Web-based CRM software significantly improves decision-making by consolidating customer data and automating processes, thus breaking down information silos.
fromClickUp
2 months ago
Marketing tech

14 Best CRM Software for Service Businesses in 2025 | ClickUp

Service businesses require CRM systems to manage customer relationships effectively.
Key features of service-focused CRM include client data storage, communication, project management, data intelligence, flexibility, ease of use, and internal collaboration.
fromClickUp
3 months ago
Business intelligence

10 Best Web-Based CRM Software for Your Business Operations

Web-based CRM software significantly improves decision-making by consolidating customer data and automating processes, thus breaking down information silos.
more#customer-management
#automation
fromMarTech
4 months ago
Business intelligence

4 key features in Salesforce's Agentforce 2.0 | MarTech

Salesforce's Agentforce 2.0 introduces enhanced customization and integration features for AI agents, improving business operations and customer experience.
fromTechRepublic
6 months ago
Business intelligence

Recruit CRM Review (2024): Features, Pricing, and More

Recruit CRM effectively combines CRM and ATS functions for recruitment firms, helping track candidates and manage client relationships efficiently.
fromHackernoon
3 years ago
Growth hacking

How Maruti Techlabs Simplified Medicare Policy Sales for HealthPro Insurance, Cutting Processing Time by 50% | HackerNoon

HealthPro Insurance aimed to automate data management to enhance efficiency and accuracy, addressing laborious manual processes that hindered agent productivity.
fromHackernoon
4 years ago
Business intelligence

Meet Bitrix24: Seamless Automation for Business Success | HackerNoon

Businesses are adopting integrated software solutions for enhanced productivity, with Bitrix24 offering a comprehensive ecosystem for operational efficiency.
fromExchangewire
7 months ago
Marketing

Schibsted Marketplaces Partners with goTom to Revolutionise Media Sales & Workflow Automation

goTom partners with Schibsted Marketplaces to enhance media sales workflow efficiency through advanced automation and integration.
fromTechRepublic
5 months ago
Business intelligence

Redtail CRM Review: Features, Pricing, Pros and Cons

Redtail CRM excels in automation and calendar functionalities for financial services but has a higher pricing structure than competitors.
fromMarTech
4 months ago
Business intelligence

4 key features in Salesforce's Agentforce 2.0 | MarTech

Salesforce's Agentforce 2.0 introduces enhanced customization and integration features for AI agents, improving business operations and customer experience.
fromTechRepublic
6 months ago
Business intelligence

Recruit CRM Review (2024): Features, Pricing, and More

Recruit CRM effectively combines CRM and ATS functions for recruitment firms, helping track candidates and manage client relationships efficiently.
fromHackernoon
3 years ago
Growth hacking

How Maruti Techlabs Simplified Medicare Policy Sales for HealthPro Insurance, Cutting Processing Time by 50% | HackerNoon

HealthPro Insurance aimed to automate data management to enhance efficiency and accuracy, addressing laborious manual processes that hindered agent productivity.
fromHackernoon
4 years ago
Business intelligence

Meet Bitrix24: Seamless Automation for Business Success | HackerNoon

Businesses are adopting integrated software solutions for enhanced productivity, with Bitrix24 offering a comprehensive ecosystem for operational efficiency.
fromExchangewire
7 months ago
Marketing

Schibsted Marketplaces Partners with goTom to Revolutionise Media Sales & Workflow Automation

goTom partners with Schibsted Marketplaces to enhance media sales workflow efficiency through advanced automation and integration.
fromTechRepublic
5 months ago
Business intelligence

Redtail CRM Review: Features, Pricing, Pros and Cons

Redtail CRM excels in automation and calendar functionalities for financial services but has a higher pricing structure than competitors.
more#automation
#saas
Marketing tech
fromClickUp
2 months ago

How to Improve CRM User Adoption and Drive Team Engagement

Customer relationship management is crucial for recurring revenue in SaaS, emphasizing ongoing relationships over one-time sales.
from24/7 Wall St.
3 months ago
Business

Salesforce Inc. (CRM) Price Prediction and Forecast 2025-2030

Salesforce Inc. dominates the CRM market by integrating SaaS solutions and acquisitions, driving remarkable growth in revenue and market value.
from24/7 Wall St.
5 months ago
Business

Salesforce Inc. (CRM) Price Prediction and Forecast 2025-2030

Salesforce has established itself as the leading provider of cloud-based CRM services, consistently growing and adapting to market changes.
from24/7 Wall St.
7 months ago
Startup companies

Salesforce Inc. (CRM) Price Prediction and Forecast 2025-2030

Salesforce has established itself as the leading provider of cloud-based CRM services, achieving substantial revenue growth through strategic acquisitions and market expansion.
Miscellaneous
from24/7 Wall St.
6 months ago

Salesforce Inc. (CRM) Price Prediction and Forecast 2025-2030

Salesforce is a leading CRM provider, with significant revenue growth partly due to strategic acquisitions, but faces tough competition from major tech players.
Business
from24/7 Wall St.
4 months ago

Salesforce Inc. (CRM) Price Prediction and Forecast 2025-2030

Salesforce Inc. has emerged as the leader in cloud-based CRM services, riding on strong growth driven by acquisitions and a robust platform.
Marketing tech
fromClickUp
2 months ago

How to Improve CRM User Adoption and Drive Team Engagement

Customer relationship management is crucial for recurring revenue in SaaS, emphasizing ongoing relationships over one-time sales.
from24/7 Wall St.
3 months ago
Business

Salesforce Inc. (CRM) Price Prediction and Forecast 2025-2030

Salesforce Inc. dominates the CRM market by integrating SaaS solutions and acquisitions, driving remarkable growth in revenue and market value.
from24/7 Wall St.
5 months ago
Business

Salesforce Inc. (CRM) Price Prediction and Forecast 2025-2030

Salesforce has established itself as the leading provider of cloud-based CRM services, consistently growing and adapting to market changes.
from24/7 Wall St.
7 months ago
Startup companies

Salesforce Inc. (CRM) Price Prediction and Forecast 2025-2030

Salesforce has established itself as the leading provider of cloud-based CRM services, achieving substantial revenue growth through strategic acquisitions and market expansion.
from24/7 Wall St.
6 months ago
Miscellaneous

Salesforce Inc. (CRM) Price Prediction and Forecast 2025-2030

Salesforce is a leading CRM provider, with significant revenue growth partly due to strategic acquisitions, but faces tough competition from major tech players.
from24/7 Wall St.
4 months ago
Business

Salesforce Inc. (CRM) Price Prediction and Forecast 2025-2030

Salesforce Inc. has emerged as the leader in cloud-based CRM services, riding on strong growth driven by acquisitions and a robust platform.
more#saas
Marketing
fromMarTech
2 months ago

Why marketing should own sales enablement technologies | MarTech

Integrating marketing into sales enablement technologies enhances sales efficiency and effectiveness.
#business-growth
fromClickUp
2 months ago
Business intelligence

10 Best CRM for Financial Advisors | ClickUp

A powerful CRM is crucial for financial advisors to manage workloads and client relationships effectively.
fromClickUp
2 months ago
Miscellaneous

Sales Pipeline Stages: How to Master and Boost Conversions

Sales pipeline success hinges on effective guidance and structured approaches, not just luck.
fromClickUp
6 months ago
Miscellaneous

How to Create a CRM Spreadsheet to Streamline Customer Data

A powerful CRM system can simplify data management for growing businesses.
You can build a CRM using Google Sheets or Excel without needing complex software.
fromClickUp
2 months ago
Business intelligence

10 Best CRM for Financial Advisors | ClickUp

A powerful CRM is crucial for financial advisors to manage workloads and client relationships effectively.
fromClickUp
2 months ago
Miscellaneous

Sales Pipeline Stages: How to Master and Boost Conversions

Sales pipeline success hinges on effective guidance and structured approaches, not just luck.
fromClickUp
6 months ago
Miscellaneous

How to Create a CRM Spreadsheet to Streamline Customer Data

A powerful CRM system can simplify data management for growing businesses.
You can build a CRM using Google Sheets or Excel without needing complex software.
more#business-growth
#business-management
fromClickUp
2 months ago
Business intelligence

10 Best Odoo Alternatives & Competitors in 2025 | ClickUp

Odoo is a powerful ERP tool, but alternatives may better meet specific business needs or budget constraints.
fromTechRepublic
6 months ago
Deliverability

Copper CRM Review (2024): Features, Pricing, Pros and Cons

Copper is best for Google Workspace users seeking seamless CRM integration and collaboration tools.
fromClickUp
2 months ago
Business intelligence

10 Best Odoo Alternatives & Competitors in 2025 | ClickUp

Odoo is a powerful ERP tool, but alternatives may better meet specific business needs or budget constraints.
fromTechRepublic
6 months ago
Deliverability

Copper CRM Review (2024): Features, Pricing, Pros and Cons

Copper is best for Google Workspace users seeking seamless CRM integration and collaboration tools.
more#business-management
fromClickUp
2 months ago
DevOps

10 Best Event Management CRM in 2025 | ClickUp

Events connect leads and customers, enhancing credibility and driving sales.
Event marketing is time-intensive, requiring organized data and interaction.
CRMs enhance event management by tracking client relationships and engagement.
Software streamlines event planning, communication, and monitoring.
#sales-strategy
Artificial intelligence
fromShopify
6 months ago

Using AI in CRM: Top AI-Powered CRM Platforms (2024) - Shopify

AI enhances CRM efficiency through automation and predictive analytics, allowing businesses to better meet customer needs.
fromClickUp
2 months ago
Marketing

Types of Sales Leads and How to Convert Them | ClickUp

Identifying different types of sales leads is crucial for effective pipeline management.
Nurturing leads appropriately increases the chances of conversion into paying customers.
Artificial intelligence
fromShopify
6 months ago

Using AI in CRM: Top AI-Powered CRM Platforms (2024) - Shopify

AI enhances CRM efficiency through automation and predictive analytics, allowing businesses to better meet customer needs.
fromClickUp
2 months ago
Marketing

Types of Sales Leads and How to Convert Them | ClickUp

Identifying different types of sales leads is crucial for effective pipeline management.
Nurturing leads appropriately increases the chances of conversion into paying customers.
more#sales-strategy
Marketing tech
fromTechRepublic
3 months ago

Understanding the Buyer's Journey: A Comprehensive Guide

Understanding the buyer's journey helps sellers provide relevant information to engage customers effectively throughout their purchasing process.
fromClickUp
3 months ago
Miscellaneous

Top Sales Closing Techniques to Win More Deals (+Examples)

Effective sales closing is essential for success and involves understanding prospects and utilizing strategic techniques.
#customer-relationship-management
fromBusiness Matters
5 months ago
Marketing

Top CRM Software for Small Businesses

Selecting a CRM system is crucial for small businesses to improve customer relations and optimize processes.
fromClickUp
4 months ago
Business intelligence

How to Use WhatsApp for Business CRM to Streamline Operations

WhatsApp Business simplifies customer interactions, making communication more efficient and personalized.
fromClickUp
4 months ago
Marketing

Top 20 CRM Metrics to Track Customer Satisfaction | ClickUp

Tracking the right CRM metrics enables data-driven decisions, enhances customer interactions, and refines business strategies.
fromTechRepublic
4 months ago
Deliverability

The 5 Best CRM for Outlook Integration

A CRM integrated with Outlook enhances business communications and analytics connectivity.
fromBusiness Matters
5 months ago
Marketing

Top CRM Software for Small Businesses

Selecting a CRM system is crucial for small businesses to improve customer relations and optimize processes.
fromClickUp
4 months ago
Business intelligence

How to Use WhatsApp for Business CRM to Streamline Operations

WhatsApp Business simplifies customer interactions, making communication more efficient and personalized.
fromClickUp
4 months ago
Marketing

Top 20 CRM Metrics to Track Customer Satisfaction | ClickUp

Tracking the right CRM metrics enables data-driven decisions, enhances customer interactions, and refines business strategies.
fromTechRepublic
4 months ago
Deliverability

The 5 Best CRM for Outlook Integration

A CRM integrated with Outlook enhances business communications and analytics connectivity.
more#customer-relationship-management
fromTechCrunch
4 months ago
Artificial intelligence

LatAm startup Vambe sees ARR skyrocket after pivot to conversational AI | TechCrunch

Vambe successfully pivoted from a debt collection CRM to a communication tool using AI agents, responding to customer demand for enhanced engagement.
#salesforce
fromTechCrunch
5 months ago
Miscellaneous

Twenty is building an open source alternative to Salesforce | TechCrunch

Twenty aims to create a competitive open source CRM to challenge Salesforce.
The startup leverages community contributions and modern technology for development.
fromMarTech
6 months ago
Marketing

Salesforce unveils integrated ecommerce storefronts | MarTech

Salesforce integrates ecommerce storefronts into its Suites to enhance digital capabilities for small businesses amid increasing reliance on digital channels.
fromMarTech
7 months ago
Business intelligence

AI and security are the focus of latest Salesforce acquisitions | MarTech

Salesforce acquires Own Company for $1.9 billion to strengthen data security, privacy, and compliance capabilities.
fromTechCrunch
5 months ago
Miscellaneous

Twenty is building an open source alternative to Salesforce | TechCrunch

Twenty aims to create a competitive open source CRM to challenge Salesforce.
The startup leverages community contributions and modern technology for development.
fromMarTech
6 months ago
Marketing

Salesforce unveils integrated ecommerce storefronts | MarTech

Salesforce integrates ecommerce storefronts into its Suites to enhance digital capabilities for small businesses amid increasing reliance on digital channels.
fromMarTech
7 months ago
Business intelligence

AI and security are the focus of latest Salesforce acquisitions | MarTech

Salesforce acquires Own Company for $1.9 billion to strengthen data security, privacy, and compliance capabilities.
more#salesforce
#lead-generation
fromTechRepublic
5 months ago
Marketing

ClickFunnels Review: Features, Pricing, Pros and Cons

ClickFunnels helps businesses generate leads and manage customer relationships using a variety of digital marketing tools and features.
fromAdExchanger
5 months ago
Marketing

Snapchat's New Lead Gen Tools Help SMBs Seal The Deal With New Customers | AdExchanger

Snapchat is positioning itself as a viable CRM tool through enhanced ad platform features aimed at small and midsize businesses.
fromTechRepublic
5 months ago
Marketing

ClickFunnels Review: Features, Pricing, Pros and Cons

ClickFunnels helps businesses generate leads and manage customer relationships using a variety of digital marketing tools and features.
fromAdExchanger
5 months ago
Marketing

Snapchat's New Lead Gen Tools Help SMBs Seal The Deal With New Customers | AdExchanger

Snapchat is positioning itself as a viable CRM tool through enhanced ad platform features aimed at small and midsize businesses.
more#lead-generation
Business intelligence
fromMarTech
5 months ago

Pega unveils latest Infinity platform | MarTech

Pega Infinity 24.2 enhances platform-wide generative AI capabilities, focusing on customer decision-making optimization through diverse integrations.
fromTechRepublic
6 months ago
Business intelligence

Best Retail CRM In 2024: Features, Prices, Pros and Cons

Creatio is ideal for merchandise planning due to its extensive features that aid retail businesses in optimizing processes and leveraging data.
fromTechRepublic
6 months ago
Business intelligence

Less Annoying CRM Review (2024): Is It Really Less Annoying?

Less Annoying CRM is tailored for small businesses, emphasizing simplicity and affordability with a single-plan pricing model.
fromCodeProject
6 months ago
JavaScript

Restrict users from using the Quick Create option (plus sign) in the top navigation of Dynamics CRM 365.

Users can only create opportunities through qualified leads, but workaround solutions are necessary due to limitations in Dynamics 365 interface customization.
fromTechRepublic
6 months ago
Business intelligence

6 Best Hubspot Alternatives and Competitors in 2024

Pipedrive is an adaptable CRM solution for various industries, optimizing sales processes and enhancing customer experience.
fromMarketing Dive
7 months ago
Marketing

What FCB's stealthy data unit says about the future of agency creativity

The shift from big brand-building to performance marketing is challenging creative agencies to evolve.
CRM and data-driven approaches are becoming essential for creativity in marketing agencies.
fromTechCrunch
7 months ago
Growth hacking

Virtuous, a fundraising CRM for nonprofits, raises $100M from Susquehanna Growth Equity | TechCrunch

Nonprofits often struggle with effective donor communication, leading to a disconnect between intentions and outreach.
Virtuous has raised significant funding to enhance its CRM services for nonprofits, reflecting a shift towards more effective fundraising practices.
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