A salesperson has endless to-do lists. From timely follow-ups with clients to working in collaboration with team members, there’s a lot to get done. At the right time!
QuickBooks CRM integration has been truly helpful in how I manage both customer relationships and accounting. As someone who’s used QuickBooks for years to handle everything from invoicing to transactions, I quickly realized its one shortcoming—contact management. That’s where a good CRM comes in. Once I connected my CRM with QuickBooks, I stopped wasting time...
Marketing experts often speak about the value of customer data in creating personalized experiences. With the right data up your sleeves, it’s possible to anticipate customer needs, identify the channels they love the most, and take them up the loyalty ladder.
Over the years, the Customer Relationship Management System has evolved beyond a simple contact management tool. We have moved further to a new decade where the key trends have taken new turns to accelerate the growth of the industry. Indeed, it is at the forefront of innovation! The competitive software system offers the best-in-class customer...
I’ve learned that CRM implementation isn’t just about turning on a tool. It’s about helping your sales professionals work in a more productive way. Quick story. I joined a team when they had recently bought a CRM system. Only 18% were using it to its full potential. They bought all the fancy features but skipped...