CRM marketing 101: Definition, benefits, and powerful strategies
Boost sales, customer lifetime value, and retention with CRM marketing, a strategy to personalise and automate campaign management.
Teams | Collaboration | Customer Service | Project Management
Collaborating To Help Teams Work Better In The Modern Workplace
CRM
5 Project Management Software that Integrate with Salesforce
Looking for Salesforce project management tools that go beyond the basics? While Salesforce offers its own project management apps, you might find yourself needing more advanced features. Maybe you need accounting integrations with Salesforce. Or maybe you need features to improve employee resource utilization. Whatever your reasons, use our guide to the top five project management tools that integrate with Salesforce to find the best fit.
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3 Primary Differences Between CRM Tools and Workflow Management Software
When companies think of tools for managing customer relationships and internal operations, CRM (Customer Relationship Management) software is often one of the first to come to mind. CRMs are powerful tools for tracking leads, managing sales pipelines, and ensuring smooth customer acquisition. However, once a customer is closed and the focus shifts to delivering services, companies often realize that CRMs alone are insufficient. This is where workflow management software becomes essential.
Marketing, Sales Automation, and CRM
The biggest shopping event of the year is here! It’s the perfect opportunity to upgrade your business toolkit with incredible discounts on top software tools. We’ve gathered a list of the best deals across various categories to help you save big while enhancing your business operations.
Shopify x Geckoboard - monitor all your store's key data in one place
With Geckoboard’s Shopify integration, it’s easy to build real-time dashboards for monitoring store activity, as well as other key data from your marketing channels.
Salesforce x Geckoboard - share sales dashboards with your team in minutes
With Geckoboard’s Salesforce integration, it’s easy to build real-time sales dashboards to share with your sales team to keep them sharp and motivated. Designed for desktop, TV and mobile.
What is workforce management?
If you have employees, you need a workforce management strategy. Our guide dives into the basics of WFM so you can implement it within your business.
Integrating Teamwork.com with HubSpot CRM
Sign up for a free 30 day trial: https://www.teamwork.com/project-management-software/
If you’re still learning how to use Teamwork.com, sign up for one of our daily webinars: https://www.teamwork.com/webinars/
10 Best Construction CRM Software Reviewed for 2024
The construction industry is moving from strength to strength. Among the trends that are emerging in 2024 is the way that technology, including construction management software, is enhancing project efficiency and accuracy. This is where construction CRM software comes in. After all, the industry thrives on strong client relationships and meticulous project management. Traditional methods can make tracking leads, proposals, and project details a nightmare.
Salesforce Integration for Miro: 2 Way Data Sync
The Salesforce integration for Miro integrates a real time, 2 way data sync between Salesforce and Miro. This video will show you how to import Salesforce opportunities, accounts, and contacts directly from your Salesforce instance. Once you’ve imported your Salesforce Objects within Miro, you can then edit, update, and collaborate on Salesforce Objects directly in Miro without leaving your Miro board. All updates you make in Miro will be updated in Salesforce in real time. At the end of the video, you will learn a bit more about enhancements which will be made to the app in the future, such as more filtering capabilities.