CRM-Software Ressourcen
Artikel, Glossarbegriffe, Diskussionen, und Berichte, um Ihr Wissen über CRM-Software zu erweitern
Ressourcenseiten sind darauf ausgelegt, Ihnen einen Querschnitt der Informationen zu bieten, die wir zu spezifischen Kategorien haben. Sie finden Artikel von unseren Experten, Funktionsdefinitionen, Diskussionen von Benutzern wie Ihnen, und Berichte aus Branchendaten.
CRM-Software Artikel
10 Best CRM Software I Found After Testing 30+ CRMs
Choosing the best CRM software can feel overwhelming. With countless options on the market, it’s easy to get lost in features, pricing models, and promises.
von Sudipto Paul
15 Best Free CRM Software in 2024
As a salesperson in a small business, you juggle endless spreadsheets, a flooded inbox, and constant pressure from leadership and clients alike. Plus, your budget stays tiny. The result? Missed opportunities, wasted time, and burnout.
von Devyani Mehta
What Is Marketing Attribution? How to Measure It
Each stage of the sales funnel—from awareness to consideration to purchase—requires a unique strategy.
von Lauren Pope
Sales Prospecting: Tips and Techniques for a Valuable Pipeline
Maintaining a healthy sales pipeline hinges on effective sales prospecting
von Mary Clare Novak
Permission Marketing: How to Earn Customer Trust With Ease
Nobody likes being a member of a captive audience.
von Lauren Pope
What Is ERP Implementation? Steps, Strategies, and Risks
The implementation of a software system—particularly one as complex and expansive as an Enterprise Resource Planning (ERP)—requires a holistic knowledge of not only the software in question but also an intense understanding of your organization’s business operations and workflows.
von Piper Thomson
10 Best Free Email Marketing Software in 2024
Do you cringe at the thought of one-size-fits-all email blasts? We feel you. From juggling complex automation and segmenting audiences to personalizing messages and analyzing campaign performance – marketers have to do it all. But when your budget limits your potential, frustration sets in faster than you can say unsubscribe.
von Washija Kazim
10 Ways to Make Your Next Sales Negotiation a Win-Win
The likelihood of someone signing the first draft of a sales contract is slim.
von Mary Clare Novak
What is CRM? How It Helps Boost Sales and Efficiency
Getting a customer to buy your solution is only half the battle.
von Mary Clare Novak
Sales Cadence That Closes Deals. Best Practices And Examples
When distributing fresh leads to a sales team, you wouldn’t want to give reps a list of valuable prospects’ contact information and say go nuts.
von Mary Clare Novak
16 Best CRM Software in India for 2024
Businesses must put relationships over results, which isn’t to say results don’t matter. They do. But do you know what drives those results?
von Washija Kazim
10 Best CRM Software in Australia for 2023
Keeping track of your customers on a neverending Notes list no longer cuts it.
von Tanuja Bahirat
Claim Peace of Mind: Decode the Work of Insurance Adjusters
Like the saying, "When life gives you lemons, make lemonade," we often find ways to make the best out of difficult situations.
von Devyani Mehta
Recap of Dreamforce 2022: Innovation and Sustainability
Innovation and sustainability were two major themes at the annual Salesforce event, Dreamforce 2022. Industry conferences typically see the host company promoting its brand by handing out company swag to attendees. Dreamforce 2022 opted instead to focus on Salesforce's sustainability efforts by announcing plans to plant trees for each attendee as part of the company goal to plant one trillion trees by 2030 and provide donations to local public schools. In addition, the company that has helped fuel the CRM Software category announced updates and innovations to its product offerings, including Slack, Salesforce Sales Cloud Unlimited, and of course, Salesforce Genie.
von Blue Bowen
How to Prevent Customer Churn With Retention Marketing
Attracting new customers is cool and all, but do you know how to keep them around?
von Lauren Pope
Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category
It’s no secret that it can be quite difficult to manage all inbound leads into an organization. When a lead form from a survey or marketing event is completed, the lead often populates in the CRM software or other related sales account management software. While this lead populates in a CRM, sales and marketing departments spend lots of time to find the correct account that matches with the lead, as well as the salesperson who should be responsible for reaching out to that lead.
von Michael Gigante
Sales Operations: Your Behind-the-Scenes Revenue Generator
A lot happens behind the scenes of a sales department.
von Mary Clare Novak
Why Customer Relationship Management (CRM) Is Still Relevant
Customer relationship management (CRM) software is not a new technology. It first made its debut in the mid-'80s before the term CRM was even coined. The combination of database marketing and contact management was handy in a world just realizing the utility of relatively small and inexpensive desktop computers; businesses haven’t looked back since.
von Marshall Lager
How Gartner Got Confused: Sales Engagement Is Not Sales Enablement
All jokes aside, it’s a confusing time for sales professionals trying to find tools that can help them sell to buyers who just don’t behave like they used to.
von Michael Fauscette
Email Marketing Fundamentals: Your Guide
Think of all that goes into your brand’s marketing strategy.
von Rob Browne
How to Build a Successful Business Development Team
Every business wants to acquire more customers, right?
von Izabelle Hundrev
How to Choose the Best Sales Technology for Your Industry
Not all industries are the same, and their tech stacks shouldn’t be either. There are many vertical industry software products for most departments of a company, such as accounting, logistics, and HR, but industry-specific sales tech is often ignored.
von Gabriel Gheorghiu
CRM-Software Glossarbegriffe
CRM-Software Diskussionen
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Frage zu: Workbooks
Outlook Integration?Do you have integration with Outlook and what does it provide ?
Workbooks integriert sich in 4 Tagen mit MS Outlook: E-Mail, Kalender, Kontakte und Aufgaben, sodass ein Benutzer mit einem einfachen Klick Informationen in oder aus Workbooks von Outlook synchronisieren kann. Dies wird mit unserem Outlook-Connector auf dem PC erreicht, der für den Benutzer relevante Datensätze synchronisiert und es dem Benutzer ermöglicht, Outlook offline und online mit Workbooks zu verwenden. Selbst ohne Outlook enthält Workbooks eine E-Mail-Dropbox-Funktionalität, die es jedem E-Mail-Client ermöglicht, E-Mails einfach in das Workbooks-CRM-System zu kopieren.
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Frage zu: Pipedrive
What is the best way to use email marketing with Pipedrive?We are using a silver plan and cannot upgrade to Gold for now. We are getting difficulties in running email campaigns through Pipedrive and they are not allowing the integration in this plan as well.
Wir verwenden die Pipedrive CAMPAIGNS-Funktion innerhalb von Pipedrive, um Massen-/Sammel-E-Mails zu versenden, die mit 'Merge'-Feldern personalisiert sind. Die Benutzeroberfläche und der Builder sind robust und ähneln eigenständigen Plattformen für Massen-E-Mails. Ein schönes Merkmal ist das OPEN- und CLICK-Tracking als 'Kampagne', aber auch nach einzelnen PERSONEN, sodass Sie mit Personen nachfassen können, die E-Mails geöffnet oder nicht geöffnet haben.
PD ist kein ESP, daher ist es nicht gut für E-Mail-Marketing. Wir verwenden PD bei OpenMoves und haben die engste Integration entwickelt. Schauen Sie sich OpenMoves im PD-Partnerportal an und es ist eine Ein-Klick-Integration.
Es ist wie Pipedrive, aber es hält sich selbst auf dem neuesten Stand. UND es hat diese großartige E-Mail-Workflows/Sequenzen-Funktionalität eingebaut.
0
Frage zu: Workbooks
Is it easy to integrate web forms on our site to feed straight into Workbooks and to automatically allocate a lead to the right sales rep?We use WordPress on our website. Is it easy to map across the data capture fields?
Ja, das Zuordnen von Daten aus einem Webformular, um sie direkt in Workbooks einzuspeisen, ist eine häufige Anforderung und wird erleichtert, da wir den Webformularcode bereitstellen, den Sie auf Ihrer Website einbetten können.
Es gibt ein Wordpress-Plugin für Workbooks, das diesen Teil ebenfalls übernimmt, erhältlich unter http://wpworkbooks.com/
Sobald ein Lead von Ihrer Website in Workbooks ist, könnten Sie ihn in eine Warteschlange stellen, aus der Benutzer Leads abrufen können, oder ein automatisches Zuweisungsskript verwenden, um den Lead der richtigen Person zuzuweisen, basierend auf Ihren eigenen Regeln wie Postleitzahl, Branche, Größe usw.
Die Nutzung der Web2Lead-Funktionalität in Workbooks ermöglicht zudem die automatische Erstellung eines Leads als Ergebnis der Übermittlung eines Formulars auf Ihrer Website. Darüber hinaus können Sie Google Analytics integrieren, was die Funktionalität erweitert und es Ihnen ermöglicht, Informationen darüber zu erfassen, wie Besucher auf Ihre Website gelangt sind, die Sie dann in Workbooks filtern und berichten können.
CRM-Software Berichte
Mid-Market Grid® Report for CRM
Winter 2025
G2-Bericht: Grid® Report
Grid® Report for CRM
Winter 2025
G2-Bericht: Grid® Report
Enterprise Grid® Report for CRM
Winter 2025
G2-Bericht: Grid® Report
Momentum Grid® Report for CRM
Winter 2025
G2-Bericht: Momentum Grid® Report
Small-Business Grid® Report for CRM
Winter 2025
G2-Bericht: Grid® Report
Enterprise Grid® Report for CRM
Fall 2024
G2-Bericht: Grid® Report
Small-Business Grid® Report for CRM
Fall 2024
G2-Bericht: Grid® Report
Mid-Market Grid® Report for CRM
Fall 2024
G2-Bericht: Grid® Report
Grid® Report for CRM
Fall 2024
G2-Bericht: Grid® Report
Momentum Grid® Report for CRM
Fall 2024
G2-Bericht: Momentum Grid® Report