Series Posts: CRM
What Are the Record Types in the CRM?
The CRM is comprised of modules like contacts, leads and organizations A module is basically a type of record. Each record is made...
November 14, 2017
You Know You Need a CRM When You’re Confusing List Management with Customer Relationship Management
Many Benchmark Email customers take full use of the list management features in Benchmark Email. That’s terrific. If you really...
November 13, 2017
Small But Useful Fixes
These might not be new features, but little improvements help the CRM work with you and not against you. You...
November 13, 2017
New Feature: Google Maps Automatically Completes Your Addresses
We’ve integrated with Google Maps! Now you can enter an address for a contact or lead and Google will prompt...
November 13, 2017
Creating an Automation is Like Packing A Lunchbox
Let’s say you wanted to pack some Kool-Aid in a thermos and put the thermos in a lunchbox. Most likely,...
November 13, 2017
Feature Focus: Auto Suggest
Autosuggest is a helpful tool that helps a user find an existing record in a lookup field (a field that relates...
November 10, 2017
Feature: Forward Email to Contact or Lead Record
When starting new with a CRM, you might feel frustrated that you have important historical conversations in your external email...
November 7, 2017
New Feature: Upload Files Directly from Google Drive
Are you an avid Google Drive user? Read on for our latest CRM software solution: If you’re like us, you’ve...
November 3, 2017
What is CRM?
CRM is Customer Relationship Management. CRM software helps you manage your customer relationships by improving your sales and support workflows....
November 2, 2017
