Batchbook, PipelineDeals and “Automagical” Migration

What is the Role of a CRM?

Raise your hand if your business: Maintains a public-facing website Offers products or services through that website Creates and initiates digital marketing campaigns Tracks digital marketing efforts — or at least aims to Collects customer data, such as names, emails and purchase history Stores customer data Handles customer service inquiries Generally wishes to work smarter… Continue reading What is the Role of a CRM?

CRM Builds Game Changing Relationships

Multiple Sales Pipelines

Sales pipelines give a visual representation of every deal in the buying journey, and for some businesses this could mean different sales pipelines are used for inbound vs outbound sales or for direct deals vs partner deals. With Multiple Sales Pipelines, you can accurately track multiple sales workflows for all of your different processes, products,… Continue reading Multiple Sales Pipelines

Close Deals Faster with SuperShare

Let’s face it. Today’s modern sales pipeline spans across companies and that’s why we’re excited to launch SuperShare. Our industry-leading feature helps you share important data so you can collaborate easier and close faster. Here’s how. Industry-Leading Sales Tool to Help You Collaborate With Anyone SuperShare is our latest tool in our sales toolbox to… Continue reading Close Deals Faster with SuperShare