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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CRM & Sales
Sales Blog for CRM users and sales professionals about sales strategies, lead management, and more. Browse our amazing topics!
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Moving a deal across departments
One of the features that is often sought in CRM is the possibility to move the deal through the departments, so that it can be taken over by a different
Workflows and Pipeline usage
What many do not know is that pipelines can be adopted to manage other workflows within the company such as the stages of a “project” or the status of documents
Reasons why you (don’t) need a CRM in your business
If you are not using a CRM, your business is growing and you reach your goals, you may feel there’s no need for a change. Let’s have look at what
Integrate your site with the CRM
No matter how small your organisation is, it needs a CRM to keep track of interactions with prospects. The whole process of converting leads to deals and following up