CRMs handle everything from personal details to purchase histories and they pose privacy risks if not managed properly. Ensuring the privacy and security of customer information is essential.
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Best Quote Management Software for Small Business
Trying to decide on the most suitable quote management software can be challenging, as the current market offers a variety of choices. This guide can help you become acquainted with
Quote Editor
You can now reorder items with drag and drop. We also made the interface responsive.
IP Restriction: Additional security!
Users will only be able to log in from the IP addresses listed. Users will not be able to access from any IP that is not listed.
Salesforce or Oracle NetSuite CRM: The ultimate comparison!
Choosing the right Customer Relationship Management software is crucial. Two popular CRM solutions in the market are NetSuite CRM and Salesforce. We will compare these two platforms to help you
Bcc Email
We’ve introduced the Bcc Email feature, which is essentially the ability to forward the messages you want to see in the CRM to a dedicated email address. This is typically
Team collaboration in the workplace, benefits & examples
Team collaboration is essential for any project to be successful. It involves working together to achieve a common goal. Effective collaboration can lead to better outcomes, increased productivity, and improved
Best sales tools to boost your revenues
Are you tired of trying every marketing strategy out there and not seeing the results you would hope for? Are you feeling lost when it comes to deciding on what
Inbox
Communicate with team members effectively and without leaving Onpipeline
How to improve Customer Retention with CRM Software
Customer retention is equally important to the initial acquisition process, and without a solid retention strategy, you might lose significant sales that could cause significant damage to your business.
What is HIPAA compliant CRM and why you need it
If you work in healthcare, you may have heard of “HIPAA compliance”. You may be wondering what it is and whether you need it. You may also be wondering how
Powerful Invoicing Software
You can now use Onpipeline with an integrated invoicing software that will allow you to create and send professional invoices.
What is Sales automation in CRM? Improve Marketing with Integration
In CRM sales and marketing automation have two different functions. Understanding each and integrating them can boost sales and improve customer loyalty.