Ressources Logiciel CRM
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Articles Logiciel CRM
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.
par 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.
par 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.
par Lauren Pope
Sales Prospecting: Tips and Techniques for a Valuable Pipeline
Maintaining a healthy sales pipeline hinges on effective sales prospecting
par Mary Clare Novak
Permission Marketing: How to Earn Customer Trust With Ease
Nobody likes being a member of a captive audience.
par 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.
par 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.
par 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.
par 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.
par 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.
par 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?
par Washija Kazim
10 Best CRM Software in Australia for 2023
Keeping track of your customers on a neverending Notes list no longer cuts it.
par 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.
par 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.
par 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?
par 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.
par Michael Gigante
Sales Operations: Your Behind-the-Scenes Revenue Generator
A lot happens behind the scenes of a sales department.
par 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.
par 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.
par Michael Fauscette
Email Marketing Fundamentals: Your Guide
Think of all that goes into your brand’s marketing strategy.
par Rob Browne
How to Build a Successful Business Development Team
Every business wants to acquire more customers, right?
par 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.
par Gabriel Gheorghiu
Termes du glossaire Logiciel CRM
Discussions Logiciel CRM
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Question sur : Workbooks
Outlook Integration?Do you have integration with Outlook and what does it provide ?
Workbooks s'intègre à MS Outlook en 4 jours : Email, Calendrier, Contacts et tâches permettant à un utilisateur de synchroniser les informations dans ou hors de Workbooks depuis Outlook d'un simple clic. Cela est réalisé grâce à notre connecteur Outlook sur le PC qui synchronise les enregistrements pertinents pour l'utilisateur et permet à l'utilisateur d'utiliser Outlook hors ligne et en ligne avec Workbooks. Même sans Outlook, Workbooks inclut une fonctionnalité de Dropbox pour les emails qui permet à tout client de messagerie de copier facilement des emails dans le système CRM de Workbooks.
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Question sur : 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.
Nous utilisons la fonctionnalité CAMPAGNES de Pipedrive à l'intérieur de Pipedrive pour envoyer des e-mails en masse qui sont personnalisés avec des champs de fusion. L'interface et le constructeur sont robustes et similaires aux plateformes d'e-mails en masse autonomes. Une fonctionnalité intéressante est le suivi des OUVERTURES et des CLICS en tant que 'campagne', mais aussi par PERSONNE individuelle afin que vous puissiez faire un suivi avec les personnes qui ont ouvert ou non les e-mails.
PD n'est pas un ESP donc ce n'est pas bon pour le marketing par e-mail. nous utilisons PD chez OpenMoves et avons développé l'intégration la plus étroite. Consultez OpenMoves sur le portail des partenaires PD et c'est une intégration en un clic.
C'est comme Pipedrive mais il se met à jour tout seul. ET il a cette fonctionnalité géniale de flux de travail/séquences d'e-mails intégrée.
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Question sur : 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?
Oui, la cartographie des données d'un formulaire web pour les intégrer directement dans Workbooks est une exigence courante et facilitée car nous fournissons le code du formulaire web à intégrer sur votre site web.
Il existe un plugin Wordpress pour Workbooks qui gère également cette partie, disponible sur http://wpworkbooks.com/
Une fois qu'un prospect est dans Workbooks depuis votre site web, vous pouvez les mettre dans une file d'attente pour que les utilisateurs puissent tirer des prospects ou utiliser un script d'allocation automatique pour attribuer le prospect à la bonne personne en fonction de vos propres règles telles que le code postal, l'industrie, la taille, etc.
De plus, l'utilisation de la fonctionnalité Web2Lead dans Workbooks permet la création automatique d'un prospect suite à la soumission d'un formulaire sur votre site web. En outre, vous pouvez intégrer Google Analytics, ce qui améliore la fonctionnalité, vous permettant de capturer des informations sur la façon dont les visiteurs sont arrivés sur votre site web, que vous pouvez ensuite filtrer et rapporter à l'intérieur de Workbooks.
Rapports Logiciel CRM
Mid-Market Grid® Report for CRM
Winter 2025
Rapport G2 : Grid® Report
Grid® Report for CRM
Winter 2025
Rapport G2 : Grid® Report
Enterprise Grid® Report for CRM
Winter 2025
Rapport G2 : Grid® Report
Momentum Grid® Report for CRM
Winter 2025
Rapport G2 : Momentum Grid® Report
Small-Business Grid® Report for CRM
Winter 2025
Rapport G2 : Grid® Report
Enterprise Grid® Report for CRM
Fall 2024
Rapport G2 : Grid® Report
Small-Business Grid® Report for CRM
Fall 2024
Rapport G2 : Grid® Report
Mid-Market Grid® Report for CRM
Fall 2024
Rapport G2 : Grid® Report
Grid® Report for CRM
Fall 2024
Rapport G2 : Grid® Report
Momentum Grid® Report for CRM
Fall 2024
Rapport G2 : Momentum Grid® Report