We’ve been busy the past few weeks, looking for opportunities to share our wealth of knowledge on CRM.
The result was some pretty rad guest blog opportunities for our team.
First, Yersing Noriega shared “Why Every Business, No Matter the Size, Should Use CRM” on Customer Think. After all, every business owner needs to manage the relationships they have with their customers. If you need to manage your customer data beyond what your email marketing tool allows, or if it’s time to move beyond your spreadsheet’s, CRM is right for you.
Yersing also wrote about “The CRM Views You Haven’t Considered, But Should” on MarTech Advisor. He discussed using views for specific tags, that show recently updated items, ones that show “is empty” so that you know when you need to collect more data and views based on custom fields. With these, you can improve your CRM game and the efficiency of your team.
We also wrote about “CRM Hacks to Improve Your Productivity” for SEO Hacker. It all starts with integrating your CRM with your email marketing tool. Continuing the theme of integrating, we discussed connecting your CRM and Google Forms. You can also speed up your communication by using email templates with merge tags. Automation is also a friend of productivity. Additionally, you can create follow up tasks when importing data based on dates. Lastly, you can set up hidden fields that contain default values in order to autofill essential info.
The last guest post that we wanted to share is on “Putting the Fun in Funnel: Learning to Enjoy the Sales Process” over on the XVerify blog. We all know that coffee is for closers. However, it’s nice to get that java without having to drive yourself crazy. That’s why we looked to where you can derive joy in the process of closing sales. We highlighted three points: using only essential milestones for your sales pipeline, using your reports and graphs and mapping probabilities. Check it out to learn about all three.
That’s it for now. Stay tuned. We’ll be sharing additional articles as they go live.
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