Reading Time: < 1 minute In most CRM you can relate Contacts with other entities like Accounts or Opportunities. What if you wanted to relate a contact with another instance of contact? Why this is important? These kinds of relationships … Read more
Reading Time: 6 minutes Businesses collect a wide range of customer and prospect data, including contact information, files, supplier information, active customers, and potential buyers. Managing this data can be challenging, especially as businesses grow and their customer base … Read more
Reading Time: 14 minutes What is Productivity? Productivity is simply getting the most out of your time and effort. It’s about achieving your goals efficiently, whether at work or in your personal life. Here are some key points to … Read more
Reading Time: 13 minutes In today’s fast-paced business world, efficiency is critical. This is especially true when it comes to managing customer data. Imagine trying to follow up with a customer only to find their information scattered across different … Read more
Reading Time: 5 minutes Web forms are essential for businesses that want to interact with their customers and potential clients. Webform is a tool placed on one’s website, that allows users enter their personal information and receive answer to … Read more
Reading Time: 4 minutes A customer portal provides access to a limited set of data and functionality to your customers. You may not want to give complete access to your enterprise software to your customers due to the limitations … Read more
Reading Time: 2 minutes Are you handling too many tasks at one time? Are you worried about how to prioritize them, not sure when the deadline is? Then using the To do list templates will solve most of your … Read more
Reading Time: 3 minutes Filters are an easy way to group or sort contacts. This grouping will help to extract only a particular set of contacts required for: Gathering a particular information Sending campaigns, newsletters, invoices Leads analysis Customer … Read more
Reading Time: 4 minutes Mobile is the perfect example of what is enabling economic growth in the technology section. – Max Levchin As the above quote says, mobile apps and technology are all over the place. Today mobile apps … Read more
Reading Time: 4 minutes An efficient follow-up strategy is crucial to increase sales and boost revenue. Follow-up with existing customers will help to sell more, consequently follow-up with leads will increase conversion and referrals. Follow-up is not only … Read more
Reading Time: < 1 minute Rules in CRM and Timesheet helps to set up conditional functionalities for various fields. The rules will help set up a condition for a particular field that will trigger another field based on the condition.. … Read more
Reading Time: 8 minutes As COVID-19 hit, things transformed overnight. The pandemic changed the situation at home and in the workplace. It changed the pace and working of all the businesses. The necessity of working remotely has become more … Read more
