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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Customer Behavior Analysis: A Guide to Sell More
Understanding your customers’ behavior and interests will help you predict what comes next. But here comes a question – how will you know customers’ behavior patterns and buying habits?
CRM for sales reps: Your team needs deal management tools
Every business generates leads. But the catch is – leads don’t bring in revenue; deals do. The vital pipeline stage between generating a lead and closing a deal is “opportunity”.
Customer Profiling: The Best Strategy to boost your Sales
Customer profiling (or customer segmentation) is the most influential aspect businesses should focus on to level up their sales. It provides powerful insights into the needs and preferences of your
Best Sales Techniques to close more Deals
You are not the only salesperson who feels anxious about a close. However, the journey wouldn’t be so thrilling without that feeling of risk. You can use this feeling as
7 Best Appointment Booking Software for Doctors
Trying to decide on the most suitable appointment scheduling software can be overwhelming, as the current market offers a variety of choices. This guide can help you become acquainted with
Contact Management may be the only CRM you need
Contact management, which is a subset of CRM, is more specific in its purpose and typically is used to store accurate contact information and summarize sales and related sales representative
Rental Management: How Onpipeline CRM can help
Running a short term rental or small hotels requires a talented team and excellent organization. It’s important to ensure that guests have a great experience in the hospitality industry.
CRM Glossary: Terms and definitions you need to know
For a better grasp of Customer Relationship Management software, it is important to become familiar with the terminology commonly used in the industry. If you are just beginning to explore
Sales pipeline visual guide, usage and management
Having a reliable pipeline of sales is essential for increasing sales and establishing solid connections with customers. Continue reading to discover all the necessary information regarding sales pipelines.
Top 5 CRMs for SME in 2024
CRM systems are useful for small and medium businesses, allowing them to organize and optimize their sales processes and expand their customer base.
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
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