Aug 21, 2019 | CRM integration, customer experience, customer success, Integrating ERP and PSA, Professional Services Automation, psa on salesforce, resource management, Salesforce, Services Businesses, Task Management, team collaboration
Services organizations depend on team collaboration for success. Between connecting the Services team members themselves, to cross-departmental collaboration with other teams in the organization (Sales, Support, Accounting, etc.), to ongoing communication with the client, there is no shortage of people that need visibility into a project and its status.
(more…)
May 30, 2019 | CRM, CRM for Small Business, CRM integration, Hubspot, Pipedrive, Salesforce Essentials, Small Business, SMBs, Zendesk, Zoho CRM
For small businesses, choosing a CRM can sometimes be a difficult task. Many will want one that can effectively manage their pipeline and keep records of leads, opportunities, and closed won deals, but without requiring all of the complex functionality that comes with a larger CRM. Most small businesses considering a CRM will also say it needs to be easy to implement and without the hefty price tag that generally comes along with a more comprehensive CRM application.
(more…)
