Zendesk is customer service software that offers an omnichannel platform for managing tickets and is equipped with tools for building an integrated help center and community forum. It also uses an artificial intelligence (AI)-powered bot called Answer Bot to deliver smart recommendations, making it best suited for midsize to large support teams looking for a…
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How to Write a Business Proposal in 7 Steps (+ Free Template & Examples)
A business proposal lets a prospective client know exactly what work will be done, when it will be completed, how much it will cost, and why the offering firm is qualified. It can be either in response to a request or sent as a proposed solution to gain the interest of a lead. In this…
The 6 Best Mobile CRM Apps for 2022
The best customer relationship management (CRM) mobile apps let you manage leads, track deals, update sales pipelines, communicate with your prospects and customers, and complete tasks even without desktop access. With the need for remote access to deal information and customer data on the rise, we evaluated dozens of the best mobile CRM apps on…
The 6 Best Shopify CRM Integration Options in 2022
Integrating customer relationship management (CRM) software with Shopify is a must as your ecommerce store grows. The best Shopify CRMs allow you to better understand purchasing behaviors, market more effectively, and communicate with customers from the CRM through email, social media, and phone. We compared dozens of providers to find the six best CRM-Shopify integration…
What Is BANT & How to Use It to Identify Qualified Leads (+ Free Checklist)
The budget-authority-need-timeline framework, aka BANT, takes into account four major buying factors prospects consider when making a purchase. It’s a qualification strategy you can use to prioritize sales leads in order to identify those most worth immediately pursuing. Keep reading to learn more about what BANT is, how you can use it to find the…
Sales Performance Management: How to Get the Most Out of Your Team
Sales performance management (SPM) is the combination of processes and practices used to improve sales performance in order to increase revenues. Typically, it includes hitting individual sales quotas, organizational sales goals, and maximizing efficiency throughout the sales process. This article explores the best practices, helpful software tools, and provides an SPM example to maximize your…
JobNimbus Review: Is It Right for Your Business?
JobNimbus is customer relationship management (CRM) software for construction professionals that provides fundamental features to streamline users’ lead and project management requirements. It includes a proposal generator, cost estimator, task management tools, a scheduler, and invoicing tools. It is best for businesses in general construction—especially those that engage subcontractors and handle multiple construction projects. Who…
How to Write a Sales Email in 7 Steps
Sales emails allow you to send information intended to generate leads or move a lead through the pipeline. The best-written sales emails also address common objections that might come up in in-person conversations. In this article, we explain how to write a sales email, give you effective and persuasive sales email examples, and provide software…