Recursos de Software de CRM
Clique em Artigos, Termos do Glossário, Discussões, e Relatórios para expandir seu conhecimento sobre Software de CRM
As páginas de recursos são projetadas para fornecer uma visão geral das informações que temos em categorias específicas. Você encontrará artigos de nossos especialistas, definições de recursos, discussões de usuários como você, e relatórios de dados da indústria.
Artigos Software de 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.
por 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.
por 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.
por Lauren Pope
Sales Prospecting: Tips and Techniques for a Valuable Pipeline
Maintaining a healthy sales pipeline hinges on effective sales prospecting
por Mary Clare Novak
Permission Marketing: How to Earn Customer Trust With Ease
Nobody likes being a member of a captive audience.
por 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.
por 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.
por 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.
por 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.
por 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.
por 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?
por Washija Kazim
10 Best CRM Software in Australia for 2023
Keeping track of your customers on a neverending Notes list no longer cuts it.
por 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.
por 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.
por 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?
por 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.
por Michael Gigante
Sales Operations: Your Behind-the-Scenes Revenue Generator
A lot happens behind the scenes of a sales department.
por 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.
por 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.
por Michael Fauscette
Email Marketing Fundamentals: Your Guide
Think of all that goes into your brand’s marketing strategy.
por Rob Browne
How to Build a Successful Business Development Team
Every business wants to acquire more customers, right?
por 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.
por Gabriel Gheorghiu
Termos do Glossário Software de CRM
Discussões Software de CRM
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Pergunta sobre: Workbooks
Outlook Integration?Do you have integration with Outlook and what does it provide ?
Workbooks integra-se com o MS Outlook em 4 dias: Email, Calendário, Contatos e tarefas, permitindo que um usuário com um simples clique sincronize informações dentro ou fora do Workbooks a partir do Outlook. Isso é alcançado usando nosso conector do Outlook no PC, que sincroniza registros para o usuário que são relevantes para ele e permite que o usuário use o Outlook offline e online com o Workbooks. Mesmo sem o Outlook, o Workbooks inclui uma funcionalidade de Dropbox de email que permite que qualquer cliente de email copie emails para o sistema CRM do Workbooks facilmente.
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Pergunta sobre: 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.
Usamos o recurso CAMPANHAS do Pipedrive dentro do Pipedrive para enviar e-mails em massa que são personalizados com campos de 'mesclagem'. A interface e o construtor são robustos e semelhantes às plataformas de e-mail em massa independentes. Um recurso interessante é o rastreamento de ABERTURA e CLIQUE como uma 'campanha', mas também por PESSOA individual, para que você possa acompanhar as pessoas que abriram e não abriram os e-mails.
PD não é um ESP, então não é bom para marketing por e-mail. usamos PD na OpenMoves e desenvolvemos a integração mais estreita. Confira a OpenMoves no portal de parceiros do PD e é uma integração com um clique.
É como o Pipedrive, mas mantém-se atualizado. E tem essa funcionalidade incrível de fluxos/sequências de e-mail integrada.
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Pergunta sobre: 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?
Mapear dados de um formulário da web para alimentar diretamente o Workbooks é um requisito comum e é facilitado, pois fornecemos o código do formulário da web para você incorporar em seu site.
Há um plugin do Wordpress para Workbooks que lida com essa parte também, disponível em http://wpworkbooks.com/
Uma vez que um lead está no Workbooks a partir do seu site, você pode colocá-los em uma fila para que os usuários retirem leads ou usem um script de alocação automática para alocar o lead para a pessoa certa com base em suas próprias regras, como código postal, indústria, tamanho, etc.
Além disso, usar a funcionalidade Web2Lead no Workbooks permite a criação automática de um Lead como resultado de alguém enviar um formulário no seu site. Além disso, você pode integrar o Google Analytics, o que aprimora a funcionalidade, permitindo capturar informações sobre como os visitantes chegaram ao seu site, que você pode então filtrar e relatar dentro do Workbooks.
Relatórios Software de CRM
Mid-Market Grid® Report for CRM
Winter 2025
Relatório G2: Grid® Report
Grid® Report for CRM
Winter 2025
Relatório G2: Grid® Report
Enterprise Grid® Report for CRM
Winter 2025
Relatório G2: Grid® Report
Momentum Grid® Report for CRM
Winter 2025
Relatório G2: Momentum Grid® Report
Small-Business Grid® Report for CRM
Winter 2025
Relatório G2: Grid® Report
Enterprise Grid® Report for CRM
Fall 2024
Relatório G2: Grid® Report
Small-Business Grid® Report for CRM
Fall 2024
Relatório G2: Grid® Report
Mid-Market Grid® Report for CRM
Fall 2024
Relatório G2: Grid® Report
Grid® Report for CRM
Fall 2024
Relatório G2: Grid® Report
Momentum Grid® Report for CRM
Fall 2024
Relatório G2: Momentum Grid® Report