CRM Software Resources

Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on CRM Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.

Contents

CRM Software Articles

What Is CRM? A Data-Backed Guide for 2027

TL;DR What is a CRM? CRM stands for Customer Relationship Management. It’s a system or software that businesses use to manage interactions with customers and potential customers. What is CRM software? CRM software keeps every interaction with a customer or prospect in one place. According to G2 Data, it's used mostly by small businesses (64%), followed by mid-market organizations (27%), and enterprises (9%). What does a CRM do? Keeps a record of every customer, moves deals through stages, and gives every team the same view. Strongest at contact and account management (90%), weakest on mobile (83%). What is a CRM used for? Getting customer data into one place, named in 29% of reviews and more than twice as often as anything else. What are the types of CRM? Four: operational, analytical, collaborative, and strategic. Most platforms cover all four, so you are choosing a product rather than a type. What do buyers find hard about CRM? The learning curve (20%) and features that are missing or too thin (17%). None of the top complaints is the software failing to work.

by Mahima Chavan

Sales Prospecting: Tips and Tactics for a Strong Pipeline

Maintaining a healthy sales pipeline hinges on effective sales prospecting

by Harshita Tewari

Sales Cadence: What It Is, Importance, and How to Build One

When new leads enter your pipeline, the worst thing you can give sales reps is freedom without direction.

by Harshita Tewari

CRM Software Glossary Terms

Lead Nurturing

Lead nurturing is how businesses build relationships with prospects and guide them through the sales funnel. Learn its tactics, benefits, and strategy.

by Alyssa Towns

Digital Transformation

Digital transformation modernizes an organization’s products and processes with new digital technologies. Learn more about its types and the process.

by Sagar Joshi

Supplier Relationship Management

Supplier relationship management is a process wherein the working relationships between buyers and vendors are maintained and optimized.

by Holly Landis

Lead Generation

Lead generation is a company's process for attracting potential customers or clients. Learn lead generation strategies, best practices, and benefits.

by Kelly Fiorini

Buyer Persona

Buyer personas are fictional profiles created using customer data to help marketers focus their messaging. Learn about creating and using buyer personas.

by Holly Landis

Video Conferencing

Video conferencing is a way to hold live online meetings with audio and video, helping teams, customers, and partners connect from any location. Learn more

by Holly Landis

Customer Engagement

Customer engagement measures how brands interact with clients throughout the customer's lifecycle. Learn about customer engagement models and the benefits.

by Sagar Joshi

Marketing Automation

Marketing automation is when software is used to automatically complete various marketing tasks by following triggered prompts. Learn about its benefits.

by Holly Landis

Sales Funnel

Sales funnels represent the customer journey from prospect to purchase. Learn about benefits, best practices, and how they affect a business positively.

by Holly Landis

Enterprise Resource Planning (ERP)

ERP systems merge and manage multiple business operations via a single platform. Read on to learn more about its applications, benefits, and challenges.

by Harshita Tewari

CRM Software Discussions

Question on: ActiveCampaign

How can I use goals effectively in my automations?

I've tried using goals in our automations, but haven't been able to make them work effectively

Depends on what the goal is. Some focus only on selling, some only on branding, etc. I focus only on getting attention. It's why I use the RSS triggered email function. I know that if I get the same message out there, the same way, on the same schedule consistently, I'll eventually get the sale on my website and the followers I want on my whole social media platform., which are my two primary objectives.

Answered: Maxie Carpenter on July 2, 2020

Goals help marketers to exit contacts from workflows. Examples include: Form Submission, Email engagement, scheduling a meeting, page views, enrolment in another workflow etc. Please contact me if you need help. Regards, Ravi Jasti.

Answered: Ravi Jasti on March 30, 2021

Hi Max - I'll paste the official AC definition here and then comment with an example: "a Goal action is a way to move a contact to another location within an automation as soon as they meet specific conditions, which are configured in the Goal action. Once a contact meets these conditions, they will immediately jump from their current location to the Goal, skipping all steps in between. They will then proceed to the next action in your automation. " For example, the automation trigger is "Submits a form (in this example, a "keep me informed" list." The automation: 1) sends a thank you to the Contact Email 2) adds Contact to the "Keep Me Informed List 3) adds the Contact to a new "nurture" automation that sends a series of pre-made emails. But you prefer to send the text messages if possible, and skip the "nurture" automation entirely. So you set a GOAL called "TEXT CONTACT" which checks if contact has a mobile phone number (could be a custom field you added to the form or a check box asking if they would like to receive text messages). If this condition is TRUE, the automation jumps to the TEXT CONTACT goal, thereby bypassing the START NURTURE automation. This can also be accomplished by IF/THEN branching. But GOALS have more flexibility and are multi-directional. So you can move anywhere in the automation at any time. If you'd like more help with this, please contact me.

Answered: Fred Peretz Cohn on April 14, 2020

I use goals to have a customer exit an automation. For example, the goal is to purchase the product. Once purchased, they are removed from the automation. If not purchased, the continue along the email sequence. This avoids sending emails about a product that the customer already purchased.

Answered: Your Therapy Source on June 16, 2020

See more answers (3)

Your answer

Question on: HubSpot Sales Hub

Will Hubspot connect well with variety of accounting softwares?

That will makes Hubspot nearly the huge ERP software

There aren’t any native integrations that I’m aware of. There are a few you can set up through Zapier. A word of caution: HubSpot isn’t currently compliant to store private financial information (e.g. credit cards, ssns, etc). It’s also not HIPPA compliant. No easy or straightforward solution, but if you're cautious of how you map fields and what fields you map, you can avoid the compliance issue.

Answered: Caleb Malik on March 19, 2020

It depends of ERP software. In the marketplace you will find severals software that have native integration. If your actual ERP doesn't appears in list, you have 2 choices: 1) Conect them using API's: I have conected, with languague programming, actions that I need to track. It's not very hard. 2) Zapier: Hubspot have a native conection with Zapier. You can work with it to attach all systems you need to work.

Answered: Richard Durán on May 21, 2020

Hubspot has API hooks that you can access third-party accounts through HubSpot. I would look into solution partners and see if there is a ready-made app that can give you what you require. I don't think to build it from the ground up would be worth the effort unless: 1. It is mission-critical 2 You cannot customize Hubspot to accept an import from another application in the manner that is acceptable to you 3. That is your business, building apps to share with the HubSpot community I would need to know more about your operation before I could guide you to a better decision.

Answered: Cindi Bierwerth on September 4, 2021

We have not connected ours but the HubSpot Marketplace is a good place to look. I saw a couple that had some basic native connections such as Freshbooks and Xero and PieSync and Zapier offer a more robust connection for a fee. I would love to see a robust native connection between HubSpot and Quickbooks Online.

Answered: Greg Cooper on June 4, 2020

Check the marketplace, if not you should be able to connect via an API connection.

Answered: Chad Jackson on June 30, 2020

See more answers (4)

Your answer

Question on: Coevera

How can Pipeliner fit into lottery businesses in Nigeria?

A process where we have agents selling and making return for us after deducting their commissions?

The Pipeliner CRM can be fit into any business as far as sales management is concerned. It provide solution for current challenges in the business environment. It helps you to track deals, manage activities and get things done. Pipeliner crm will help empower your sales agent to generate even more higher revenue for your organisation. It allows sales people to have complete autonomy. It makes reporting even more easier through the use of Pipeliner mobile crm, while on the go.

Answered: Amar Aminu Umar on November 22, 2019

I believe that this particular type of gambling has lost the interest of the audience, and I personally do not see much potential in its future. In today's digital era, online casinos have emerged as a more promising avenue. If you are planning to enter the gambling market, then it is better to choose this direction. I recommend that you read the review of Nostalgia Casino at https://leafletcasino.com/online-casino/nostalgia-casino/, it can definitely serve as a perfect example to study. Alternatively, you can simply enjoy playing on such online platforms. But in any case, whether it is a lottery business in Nigeria or an online casino, it is important to take into account the local regulatory framework and ensure proper oversight to ensure transparency and fairness of all possible gaming processes and payment transactions.

Answered: Ashton Gilfillan on June 25, 2023

Very interesting. Even though I don't know anything about the lottery. I've always been afraid to try my luck. But when I came across this source https://bestcasinoplay.ca/payments/skrill/ I thought about trying my hand at gambling. The opportunity to receive bonuses seemed very attractive to me.

Answered: Lady Boss on February 20, 2023

Pipeliner is an exceptional sales engagement tool for sales managers. I don't really know how the lottery systems are in Nigeria but in Ghana, the lotto agents register with the National Lotto Authority. The individuals will go and buy the lotto ticks and will return to the lotto agents for their commission if the win by chance. I suggest the National Lotto Authority can use the Pipeliner CRM to track all the licensed lotto agents to track their activities and update them on new events. It is not advisable for the lotto agents to use the pipeliner crm because they can easily go bankrupt.

Answered: Yussif Amana on April 14, 2020

Indeed, it is the role of CRM pipeliner: sales management by the sellers. During lead qualification, it is possible for the seller to insert their sales commission percentage on the total sales price, which will then be deducted during the transaction. Yes, pipeliner CRM is the appropriate tool for your work.

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CRM Software Articles

What Is CRM? A Data-Backed Guide for 2027

Sales Prospecting: Tips and Tactics for a Strong Pipeline

Sales Cadence: What It Is, Importance, and How to Build One

15 Best Free CRM Software in 2024

What Is Marketing Attribution? How to Measure It

The 7-Step Guide to a Sales Process: From Lead to Close

Permission Marketing: How to Earn Customer Trust With Ease

What Is ERP Implementation? Steps, Strategies, and Risks

10 Ways to Make Your Next Sales Negotiation a Win-Win

How to Write a Cold Email That Works (+ Free Template)

16 Best CRM Software in India for 2024

What Is Outbound Sales: Strategies, Tips And Tools For 2024

What Is a CRM Database?

10 Best CRM Software in Australia for 2023

Claim Peace of Mind: Decode the Work of Insurance Adjusters

Recap of Dreamforce 2022: Innovation and Sustainability

How to Prevent Customer Churn With Retention Marketing

Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category

Sales Operations: Your Behind-the-Scenes Revenue Generator

Why Customer Relationship Management (CRM) Is Still Relevant

How Gartner Got Confused: Sales Engagement Is Not Sales Enablement

How to Build a Successful Business Development Team

How to Choose the Best Sales Technology for Your Industry

CRM Software Glossary Terms

CRM Software Discussions

CRM Software Reports