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 to find a customer relationship management (CRM) software that's HIPAA compliant.
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Teamwork
How to leverage teamwork for competitive advantage. Professional articles for managers. Benefits of teamwork, tools, and more.
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Streamlining the Healthcare Intake Process with CRM
In today’s healthcare industry, having an efficient patient intake process is essential for providing quality care and running operations smoothly.
Sales Executive vs. Account Manager: The Difference
Sales Executives and Account Managers share some common ground but they focus on different aspects of the sales process. Understanding the difference between them is important for companies and professionals
Customer Privacy in CRM: Access Control & Training
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.
Startup Success: Selecting the CRM for your Team
In startups, effective sales management is paramount to success. The right Customer Relationship Management solutions can be the cornerstone of their sales strategy.
Calendly Alternative: Scheduling with Onpipeline
Scheduling appointments can be a frustrating ballet of back-and-forth emails and phone calls. You juggle multiple calendars, play detective to find a mutually agreeable time, and then hope it all
Motivation in Sales and tricks to keep your team happy
By implementing these practical strategies, you can create an environment where your sales team feels motivated, valued, and ready to achieve success together. Remember, small changes can lead to significant
Workload Planning for Sales Teams: The 4 Main Elements
A sales team is only as strong as its ability to plan and distribute work. Without thoughtful workload planning, sales reps and managers alike drown in disorganization.
Top 10 brainstorming methods for better Teamwork
Brainstorming is an important technique for unlocking creativity, promoting innovation, and improving teamwork. No matter the size of your team, these tips will improve your brainstorming session.
What is an Account Manager? Skills and role in CRM
An Account Manager builds relationships between a company and its customers. They are the main contact person for customers and they make sure the company gives customers what they need.
Sales team training: Benefits of interactive methods
Sales training doesn’t have to be a mundane routine. It can be engaging, enlightening, and life-changing for your sales team. By infusing fun and interactive elements into your training, you
Why Remote Teams are the future: 5 key points
Remote work offers more choices for finding talent, saves money, promotes work-life balance, boosts productivity, and ensures teams can keep working through unexpected events.
Project Management Guide: Using Pipelines and Stages
When it comes to managing projects, having a plan is super important. Imagine you’re building a treehouse. You need to know what steps to follow, right? That’s where project management