CRM

Article

ERP vs. CRM: What’s the difference?

ERP and CRM systems can help you take your business to the next level. Learn what they are and how they can work together to improve processes.

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Customer retention software: Everything you need to know Article

Customer retention software: Everything you need to know

Learn more about customer retention software and how it can help your business provide awesome customer experiences.

What is Platform as a Service? PaaS examples, applications, and advice Article

What is Platform as a Service? PaaS examples, applications, and advice

In 2020, the office went virtual. Meetings moved from boardrooms to Zooms, watercooler conversations became Slack…

What is the CRM process? 5 key steps Article

What is the CRM process? 5 key steps

The CRM tool itself is what provides the data and functionalities your team needs to execute this strategy—and ultimately turn leads into customers

3 ways a marketing CRM helps you reach customers Article

3 ways a marketing CRM helps you reach customers

Let’s talk a little more about why and how CRMs are used in marketing. We’ll also explain the differences between a CRM and marketing automation software

How to choose the best CRM for your business needs Article

How to choose the best CRM for your business needs

Here are some tips on how to find a CRM platform that serves your needs and elevates your customer experience

3 types of CRM and how to choose the best one for your business Article

3 types of CRM and how to choose the best one for your business

Learn which CRM--collaborative, operational, or analytical--will help your business build better relationships with your customers

5 ways financial services can use messaging to create a better experience Article

5 ways financial services can use messaging to create a better experience

Financial services are taking a bite of the conversational business cake and eating it too, creating fast, personalized, and secure messaging experiences

Traveling this holiday season? You might be messaging a lot more than usual Article

Traveling this holiday season? You might be messaging a lot more than usual

Travel and hospitality brands are creating unique, scalable customer experiences using messaging