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22 must-have reports for measuring CRM health

Martech

Even the best CRM is nearly useless without clean data. Worse still, bad data creates huge costs for companies, like wasted labor, lost revenue, and higher customer churn. Contacts with no first name : Tracks contacts missing a first name, which is necessary for more personalized communication (i.e.

CRM 116
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5 ways to integrate LinkedIn with your CRM for better sales-marketing collaboration

Martech

Linking your CRM with LinkedIn is a powerful way for sales and marketing teams to get more out of both platforms. When your CRM (in this case we’re using HubSpot as the CRM platform) and LinkedIn are working together, you’ll achieve those outcomes. It then adds the LinkedIn URL to the contact record.

CRM 122
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Benefits of Effective Customer Relationship Management (CRM)

Sales Pop!

It’s essential to stay relevant, provide the most up-to-date service, and ensure effective management of customer databases to establish higher customer retention. Undoubtedly, that can only come from sustaining customers. How Does CRM Benefit Your Business? How Does CRM Benefit Your Business?

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The 10 Best SaaS CRM Software

Hubspot

SaaS worker is a CRM platform holding their life together. If you're new to the world of CRMs, then prepare to have your world turned upside down. I distinctly remember the day I learned about CMRs: I was using a spreadsheet for my contact management, and I felt like other people maintained their networks better by sheer luck.

CRM 81
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Best Mobile CRM Apps to Boost Your Sales Productivity

Veloxy

Did you know that using mobile CRM apps can boost sales productivity by 14.6% ? Today I’m breaking down my top recommendations for the best mobile CRM apps. I’ll look into how these mobile CRM tools can streamline your sales processes, enhance customer interactions, and ultimately drive higher sales efficiency.

CRM 246
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New! Powerful Pipeliner CRM Document Management

Sales Pop!

Every company generally has endless documents associated with CRM—for opportunities, for particular sales process stages, and other uses. Introducing Pipeliner CRM’s new Document Management! We’ll humbly say that no other CRM vendor has such a system without adding on, usually at a cost. Two Main Types. Document Templates.

CRM 233
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CRM Security—At Pipeliner, We’ve Got This

Sales Pop!

This is why we’re starting a new series of articles detailing why, when it comes to CRM, you need not have such worries with Pipeliner. This just cannot happen with SaaS companies, as their most valuable asset is their customer data. This activity is not even legal, as people would have to opt-in for us to contact them.

CRM 245