A CRM strategy is a company-wide plan to increase revenue and improve customer relationships using specific actions and technology. In this piece, we teach you how to build a CRM strategy with the use of CRM software. CRM software helps teams turn strategy into action by consolidating data. It also helps teams improve existing CRM strategies to better meet customer needs. In business-to-consumer (B2C) companies, the buyer journey is paramount. Happy customers are loyal to brands they love.

A well-implemented school CRM can streamline communication, strengthen relationships with students and families, and ultimately fuel a thriving school community. However, navigating the process of choosing and utilizing a school CRM can feel overwhelming. This guide will equip you with the knowledge and steps you need to successfully implement and leverage a CRM for your school's benefit.

For any sales team who utilizes phone calls as part of their sales strategy, Aircall and Salesforce are a match made in heaven. Indeed, there are thousands of users who combine these two platforms to create highly effective sales functions. If your business uses both Aircall and Salesforce, it’s likely you will have checked out Aircall’s Salesforce integration which allows you to integrate the two platforms.

In the ever-evolving world of CRM platforms, Salesforce continues to stand out due to its adaptability, scalability, and comprehensive ecosystem of apps and tools. As we move into 2024, businesses are increasingly looking for ways to unlock the full potential of their Salesforce data. This is where dashboard and reporting software comes in. There are many applications on the market that will allow you to make the most of your Salesforce data.

Workflows help marketers to create and launch campaigns faster.

Managers often view CRM and CMS as optional or opposing tools. Granted, both CRM vs CMS tools serve differing purposes; however, using them simultaneously can boost your customer data management efforts through the roof. In this guide, we will deep-dive into understanding the key differences between CRM vs CMS and learn when you should use which tool. Let’s go!

When it comes to managing your business needs, choosing the right software solution is crucial. ITSM and CRM are two important tools that can help streamline your day-to-day activities, but they have distinct differences. ITSM, or IT Service Management, focuses on managing and delivering IT services to meet the needs of an organization. On the other hand, CRM, or Customer Relationship Management, helps businesses manage interactions with their customers.

SaaS is gaining popularity as a way for businesses to save money on several services. Companies used to buy software and install it on their computers, or they would make their own. As a result, they needed to invest in infrastructure and staff to maintain these systems operational. Under the SaaS approach, you are not responsible for the software. You are nothing more than a user. The software will be accessible through internet interfaces and, in general, mobile applications.

Choosing the right software can be a nightmare. With so many acronyms, options, and features, making the right choice is no mean feat. You might even be left scratching your head as terms like CRM and SaaS are thrown around without any explanation. But fear not. If you’re wondering whether you can use Zendesk as a CRM, then you’ve come to the right place.

We’ve all heard the adage: knowledge is power. But in business, data is power and understanding your customers’ needs, preferences, and behaviour is key to both creating an amazing customer experience and ensuring business success. It’s no surprise then that Salesforce revealed 90 per cent of executives think a single source of truth about their customers would be valuable—even though only 32 per cent have this right now.