Building a Better Sales Team

Building a Better Sales Team

A strong sales force is the backbone of many companies, but that team faces its own particular hurdles. Lead generation and cold calling, for example, are onerous tasks. Many businesses expect their sales staff to be responsible for all of their own prospecting. This may not be the best approach.

Turbocharge Invoicing: FreshBooks Integration With Agile CRM

Turbocharge Invoicing: FreshBooks Integration With Agile CRM

Businesses often make the mistake of picking a CRM that only provides basic automation. Scrutinizing third-party plug-ins and integration is equally important. A CRM that offers integration with invoicing tools, for instance, is a smarter buy because you don’t have to run two different programs to manage your sales and billing differently.

One of our integrations is invoicing through the FreshBooks platform. As Jesus Hoyos says, “Having invoice documentation in your CRM software system certainly seems like a smart thing to do,” and we wholeheartedly agree.

Five Ways Marketing Automation Can Boost Customer Loyalty

Five Ways Marketing Automation Can Boost Customer Loyalty

Brand loyalty isn’t obtained the same way customers are. It is a satisfied customer who creates brand loyalty.

Apple is a great example of brand loyalty done right. The tech giant has 90 percent brand retention rate and enjoys 78 percent customer loyalty with the iPhone. Apple offers top-notch customer service through its Apple Stores and telephone support, and the firm listens to its customers when rolling out updates.

6 Tips to Personalize Email Marketing for B2B Leads

6 Tips to Personalize Email Marketing for B2B Leads

I get a personalized birthday card from my go-to shopping site thanking me for my business (with details of my last visit, mind you!) and a gift card worth $50. I’m flattered and fire up the app to shop again. That’s the power of personalization.

However, this is not the first instance of emails I have received from companies (or people) I shop with, though this is one of a few good email marketing tricks. If you go out there, you will find heaps and heaps of emails sent to you by companies.

8 Ways to Measure if Your Self-Serve Customer Care is Working

8 Ways to Measure if Your Self-Serve Customer Care is Working

If you are reading this, you probably don’t have a call center that is supporting your business. Most of small businesses don’t. Instead, you probably either handle customer issues directly, or you have someone on staff who handles customer issues. You also have several pages on your website, or a portal, where customers can get their needs met through self-service.

Self-service makes sense for all businesses, but it is particularly important for the small business. Small businesses just don’t have a lot of resources to throw at the issue of customer service, so the efficiency from having customers meet their own needs through support pages on a website is a key customer service tactic.

15 Minutes to Inbound SMS Marketing

15 Minutes to Inbound SMS Marketing

If you rely on email marketing, you also should take a look at SMS marketing. Here’s why.

Email is arguably the foundation of all successful marketing efforts due to its ubiquity, scalability and raw effectiveness is driving sales and building awareness. We love email marketing, and that’s why we’ve build some powerful email marketing automation on top of our cloud CRM system.

How CRM Improves Lead Conversion

How CRM Improves Lead Conversion

Ninety-one percent of companies with more than 11 employees are using a CRM, which shows the importance of CRM. More SMBs are opting for CRM software because the platforms are integrated with marketing and sales automation, thus improving sales. Businesses witness a 451 percent increase in qualified leads when using marketing automation to nurture leads and purchases are 47 percent larger if leads are nurtured, according to a study by Annuitas Group.

5 Ways to Automate Customer Segmentation

5 Ways to Automate Customer Segmentation

The essence of a good marketing strategy is to know your customer better than your competitor does. The better you segment your customer base, the more are your chances of selling your product or service in a way that meets or even exceeds your customer’s expectations.

How to Prospect Better With Agile CRM & RingCentral Integration

How to Prospect Better With Agile CRM & RingCentral Integration

Sixty percent of business interactions happen via phone call. That figure illustrates how crucial having a telephone system in your CRM is. In years past, it was difficult to integrate telephony with CRM systems—they were completely different from each other in terms of applications as well as networks.

However, the cloud has allowed the merging of the two systems. Telephony integration with a cloud system like RingCentral is easy to achieve. RingCentral, coupled with a CRM, allows businesses to make, receive, record and do much more without running between two systems. Even better, the data is saved under one platform, keeping it intact.

How YEAH! Local Made Email Automation Easy

How YEAH! Local Made Email Automation Easy

Email marketing is a cornerstone for many businesses, and YEAH! Local was no exception. There was only one problem, however: YEAH! Local was struggling with overly complex email marketing systems, and far too many of their emails were getting flagged as spam or ending up listed as “promotional” email and therein not getting read.

Enter Agile CRM. YEAH! Local switched to Agile CRM not only to improve its email marketing operation, but also to cut down on its investment in other marketing tools.