What are Automated CRM Workflows Automated CRM workflows are pre-defined sequences of tasks or actions within a customer relationship management (CRM) system that are triggered automatically based on certain events or conditions. These workflows...
Author - Andrew Martin
Andrew Martin
Welcome to the world of Customer Relationship Management (CRM) automation, where businesses can streamline their sales, marketing, and customer service processes to improve efficiency and drive growth. Integrating the right tools and applications...
Just what is a sales dashboard, and why do you need it? As Peter Druker – the father of modern business management – so famously proposed, ‘If you can’t measure it, you can’t improve it’. A sales dashboard is a visual representation of...
SaaS, or software as a service, is a type of subscription software that allows users to access and use the software from a remote location. The SaaS model has become increasingly popular among startups and small businesses that want to avoid the...
If you are in the SaaS industry and not already tracking metrics – you should be! In this blog post we are keeping things very simple, providing readers with a glossary of definitions for the key SaaS metrics. If you have any suggestions or...
10 CRM Integrations You Need to Unlock Sales Growth & Efficiency CRM (Customer Relationship Management) software provides businesses with customer insights and automation tools. These insights and tools help a business improve team efficiency...
It seems like every day, there’s some new something — some new tool or solution that’s supposed to make business leaders’ jobs easier, more productive, more fill-in-the-blank. And along the way, some tools have actually proven their worth, while...
