### Contents - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # 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](#resources-articles) from our experts, [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## CRM Software Articles [![Sales Prospecting: Tips and Tactics for a Strong Pipeline](https://learn.g2.com/hubfs/prospecting.png "Sales Prospecting: Tips and Tactics for a Strong Pipeline")](https://www.g2.com/articles/sales-prospecting) [ ### Sales Prospecting: Tips and Tactics for a Strong Pipeline ](https://www.g2.com/articles/sales-prospecting) Maintaining a healthy sales pipeline hinges on effective sales prospecting [ ![Harshita Tewari](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harshita Tewari") HT ](https://learn.g2.com/author/harshita-tewari) by Harshita Tewari [![Sales Cadence: What It Is, Importance, and How to Build One](https://learn.g2.com/hubfs/sales%20cadence%20FI.png "Sales Cadence: What It Is, Importance, and How to Build One")](https://www.g2.com/articles/sales-cadence) [ ### Sales Cadence: What It Is, Importance, and How to Build One ](https://www.g2.com/articles/sales-cadence) When new leads enter your pipeline, the worst thing you can give sales reps is freedom without direction. [ ![Harshita Tewari](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harshita Tewari") HT ](https://learn.g2.com/author/harshita-tewari) by Harshita Tewari [![15 Best Free CRM Software in 2024](https://learn.g2.com/hubfs/G2CM_FI551_Learn_Article_Images_%5B10_Best_Free_CRM_Software%5D_V1b.png "15 Best Free CRM Software in 2024")](https://www.g2.com/articles/free-crm-software) [ ### 15 Best Free CRM Software in 2024 ](https://www.g2.com/articles/free-crm-software) As a salesperson in a small business, you juggle endless spreadsheets, a flooded inbox, and constant pressure from leadership and clients alike. Plus, your budget stays tiny. The result? Missed opportunities, wasted time, and burnout. [ ![Devyani Mehta](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Devyani Mehta") DM ](https://learn.g2.com/author/devyani-mehta) by Devyani Mehta [![What Is Marketing Attribution? How to Measure It](https://learn.g2.com/hubfs/G2CM_FI913_Learn_Article_Images-%5BPermission_Based_Email_Marketing%5D_V1b-1.png "What Is Marketing Attribution? How to Measure It")](https://www.g2.com/articles/marketing-attribution) [ ### What Is Marketing Attribution? How to Measure It ](https://www.g2.com/articles/marketing-attribution) Each stage of the sales funnel—from awareness to consideration to purchase—requires a unique strategy. [ ![Lauren Pope](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren Pope") LP ](https://learn.g2.com/author/lauren-pope) by Lauren Pope [![The 7-Step Guide to a Sales Process: From Lead to Close](https://learn.g2.com/hubfs/G2CM_FI372_Learn_Article_Images_%5BNon-Profit_Marketing%5D_V1a.png "The 7-Step Guide to a Sales Process: From Lead to Close")](https://www.g2.com/articles/sales-process) [ ### The 7-Step Guide to a Sales Process: From Lead to Close ](https://www.g2.com/articles/sales-process) Let’s make a deal. [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![Permission Marketing: How to Earn Customer Trust With Ease](https://learn.g2.com/hubfs/G2CM_FI1100_Learn_Article_Images_%5Binfluencer_marketing_statistics%5D_V1b.png "Permission Marketing: How to Earn Customer Trust With Ease")](https://www.g2.com/articles/permission-marketing) [ ### Permission Marketing: How to Earn Customer Trust With Ease ](https://www.g2.com/articles/permission-marketing) Nobody likes being a member of a captive audience. [ ![Lauren Pope](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren Pope") LP ](https://learn.g2.com/author/lauren-pope) by Lauren Pope [![What Is ERP Implementation? Steps, Strategies, and Risks](https://learn.g2.com/hubfs/G2CM_FI854_Learn_Article_Images_%5BERP_Software_India%5D_V1b.png "What Is ERP Implementation? Steps, Strategies, and Risks")](https://www.g2.com/articles/erp-implementation) [ ### What Is ERP Implementation? Steps, Strategies, and Risks ](https://www.g2.com/articles/erp-implementation) The implementation of a software system—particularly one as complex and expansive as an Enterprise Resource Planning (ERP)—requires a holistic knowledge of not only the software in question but also an intense understanding of your organization’s business operations and workflows. [ ![Piper Thomson](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Piper Thomson") PT ](https://learn.g2.com/author/piper-thomson) by Piper Thomson [![10 Ways to Make Your Next Sales Negotiation a Win-Win](https://learn.g2.com/hubfs/sales-negotiation@2x.png "10 Ways to Make Your Next Sales Negotiation a Win-Win")](https://www.g2.com/articles/sales-negotiation) [ ### 10 Ways to Make Your Next Sales Negotiation a Win-Win ](https://www.g2.com/articles/sales-negotiation) The likelihood of someone signing the first draft of a sales contract is slim.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![What is CRM? How It Helps Boost Sales and Efficiency](https://learn.g2.com/hubfs/what%20is%20crm-1.png "What is CRM? How It Helps Boost Sales and Efficiency")](https://www.g2.com/articles/what-is-crm) [ ### What is CRM? How It Helps Boost Sales and Efficiency ](https://www.g2.com/articles/what-is-crm) Getting a customer to buy your solution is only half the battle.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![How to Write a Cold Email That Works (+ Free Template)](https://learn.g2.com/hubfs/G2CM_FI986_Learn_Article_Image_%5BCold_email%5D_V1b.png "How to Write a Cold Email That Works (+ Free Template)")](https://www.g2.com/articles/cold-email) [ ### How to Write a Cold Email That Works (+ Free Template) ](https://www.g2.com/articles/cold-email) Five seconds.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![16 Best CRM Software in India for 2024](https://learn.g2.com/hubfs/G2CM_FI512_Learn_Article_Images-%5BCRM_Software_In_India%5D_V1b.png "16 Best CRM Software in India for 2024")](https://www.g2.com/articles/best-crm-software-in-india) [ ### 16 Best CRM Software in India for 2024 ](https://www.g2.com/articles/best-crm-software-in-india) Businesses must put relationships over results, which isn’t to say results don’t matter. They do. But do you know what drives those results?  [ ![Washija Kazim](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Washija Kazim") WK ](https://learn.g2.com/author/washija-kazim) by Washija Kazim [![What Is Outbound Sales: Strategies, Tips And Tools For 2024](https://learn.g2.com/hubfs/outbound-sales.png "What Is Outbound Sales: Strategies, Tips And Tools For 2024")](https://www.g2.com/articles/outbound-sales) [ ### What Is Outbound Sales: Strategies, Tips And Tools For 2024 ](https://www.g2.com/articles/outbound-sales) Tring tring! [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![What Is a CRM Database?](https://learn.g2.com/hubfs/G2CM_BI095_Backlog_Images_%5BCRM-database%5D_V1b.png "What Is a CRM Database?")](https://www.g2.com/articles/what-is-a-crm-database) [ ### What Is a CRM Database? ](https://www.g2.com/articles/what-is-a-crm-database) Just what is a CRM database anyway? [ ![Marshall Lager](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marshall Lager") ML ](https://learn.g2.com/author/marshall-lager) by Marshall Lager [![10 Best CRM Software in Australia for 2023](https://learn.g2.com/hubfs/G2CM_FI752_Learn_Article_Images-%5BBest_CRM_Software_Australia%5D_V1a.png "10 Best CRM Software in Australia for 2023")](https://www.g2.com/articles/best-crm-software-in-australia) [ ### 10 Best CRM Software in Australia for 2023 ](https://www.g2.com/articles/best-crm-software-in-australia) Keeping track of your customers on a neverending Notes list no longer cuts it. [ ![Tanuja Bahirat](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tanuja Bahirat") TB ](https://learn.g2.com/author/tanuja-bahirat) by Tanuja Bahirat [![Claim Peace of Mind: Decode the Work of Insurance Adjusters](https://learn.g2.com/hubfs/G2CM_FI718_Learn_Articles_Images_%5BInsurance_Adjustors%5D_V1a.png "Claim Peace of Mind: Decode the Work of Insurance Adjusters")](https://www.g2.com/articles/insurance-adjuster) [ ### Claim Peace of Mind: Decode the Work of Insurance Adjusters ](https://www.g2.com/articles/insurance-adjuster) Like the saying, "When life gives you lemons, make lemonade," we often find ways to make the best out of difficult situations. [ ![Devyani Mehta](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Devyani Mehta") DM ](https://learn.g2.com/author/devyani-mehta) by Devyani Mehta [![Recap of Dreamforce 2022: Innovation and Sustainability](https://learn.g2.com/hubfs/people%20sitting%20in%20a%20crowd.jpg "Recap of Dreamforce 2022: Innovation and Sustainability")](https://www.g2.com/articles/recap-of-dreamforce-2022) [ ### Recap of Dreamforce 2022: Innovation and Sustainability ](https://www.g2.com/articles/recap-of-dreamforce-2022) Innovation and sustainability were two major themes at the annual Salesforce event, Dreamforce 2022. Industry conferences typically see the host company promoting its brand by handing out company swag to attendees. Dreamforce 2022 opted instead to focus on Salesforce's sustainability efforts by announcing plans to plant trees for each attendee as part of the company goal to plant one trillion trees by 2030 and provide donations to local public schools. In addition, the company that has helped fuel the CRM Software category announced updates and innovations to its product offerings, including Slack, Salesforce Sales Cloud Unlimited, and of course, Salesforce Genie. [ ![Blue Bowen](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Blue Bowen") BB ](https://learn.g2.com/author/blue-bowen) by Blue Bowen [![How to Prevent Customer Churn With Retention Marketing](https://learn.g2.com/hubfs/Customer%20Retention%20Marketing.png "How to Prevent Customer Churn With Retention Marketing")](https://www.g2.com/articles/customer-retention-marketing) [ ### How to Prevent Customer Churn With Retention Marketing ](https://www.g2.com/articles/customer-retention-marketing) Attracting new customers is cool and all, but do you know how to keep them around? [ ![Lauren Pope](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren Pope") LP ](https://learn.g2.com/author/lauren-pope) by Lauren Pope [![Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category](https://learn.g2.com/hubfs/lead-to-account%20matching%20and%20routing.jpg "Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category")](https://www.g2.com/articles/increased-adoption-of-lead-to-account-matching-and-routing-leads-to-new-g2-category) [ ### Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category ](https://www.g2.com/articles/increased-adoption-of-lead-to-account-matching-and-routing-leads-to-new-g2-category) It’s no secret that it can be quite difficult to manage all inbound leads into an organization. When a lead form from a survey or marketing event is completed, the lead often populates in the CRM software or other related sales account management software. While this lead populates in a CRM, sales and marketing departments spend lots of time to find the correct account that matches with the lead, as well as the salesperson who should be responsible for reaching out to that lead. [ ![Michael Gigante](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael Gigante") MG ](https://learn.g2.com/author/michael-gigante) by Michael Gigante [![Sales Operations: Your Behind-the-Scenes Revenue Generator](https://learn.g2.com/hubfs/sales%20operations.png "Sales Operations: Your Behind-the-Scenes Revenue Generator")](https://www.g2.com/articles/sales-operations) [ ### Sales Operations: Your Behind-the-Scenes Revenue Generator ](https://www.g2.com/articles/sales-operations) A lot happens behind the scenes of a sales department.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![Why Customer Relationship Management (CRM) Is Still Relevant](https://sell.g2.com/hubfs/shahadat-rahman-voM1Z9cGPCU-unsplash.jpg "Why Customer Relationship Management (CRM) Is Still Relevant")](https://www.g2.com/articles/why-crm-is-still-relevant) [ ### Why Customer Relationship Management (CRM) Is Still Relevant ](https://www.g2.com/articles/why-crm-is-still-relevant) Customer relationship management (CRM) software is not a new technology. It first made its debut in the mid-'80s before the term CRM was even coined. The combination of database marketing and contact management was handy in a world just realizing the utility of relatively small and inexpensive desktop computers; businesses haven’t looked back since. [ ![Marshall Lager](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marshall Lager") ML ](https://learn.g2.com/author/marshall-lager) by Marshall Lager [![How Gartner Got Confused: Sales Engagement Is Not Sales Enablement](https://learn.g2.com/hubfs/g2-vs-gartner-blog.png "How Gartner Got Confused: Sales Engagement Is Not Sales Enablement")](https://www.g2.com/articles/gartner-sales-engagement-sales-enablement) [ ### How Gartner Got Confused: Sales Engagement Is Not Sales Enablement ](https://www.g2.com/articles/gartner-sales-engagement-sales-enablement) All jokes aside, it’s a confusing time for sales professionals trying to find tools that can help them sell to buyers who just don’t behave like they used to. [ ![Michael Fauscette](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael Fauscette") MF ](https://learn.g2.com/author/michael-fauscette) by Michael Fauscette [![How to Build a Successful Business Development Team](https://learn.g2crowd.com/hubfs/business-development-team-featured-image.jpg "How to Build a Successful Business Development Team")](https://www.g2.com/articles/business-development-team) [ ### How to Build a Successful Business Development Team ](https://www.g2.com/articles/business-development-team) Every business wants to acquire more customers, right? [ ![Izabelle Hundrev](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Izabelle Hundrev") IH ](https://learn.g2.com/author/izabelle-hundrev) by Izabelle Hundrev [![How to Choose the Best Sales Technology for Your Industry](https://learn.g2crowd.com/hubfs/adeolu-eletu-38649-unsplash-1.jpg "How to Choose the Best Sales Technology for Your Industry")](https://www.g2.com/articles/industry-specific-sales-technology) [ ### How to Choose the Best Sales Technology for Your Industry ](https://www.g2.com/articles/industry-specific-sales-technology) Not all industries are the same, and their tech stacks shouldn’t be either. There are many vertical industry software products for most departments of a company, such as accounting, logistics, and HR, but industry-specific sales tech is often ignored. [ ![Gabriel Gheorghiu](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gabriel Gheorghiu") GG ](https://learn.g2.com/author/gabriel-gheorghiu) by Gabriel Gheorghiu Show More ## CRM Software Glossary Terms [![Digital Transformation](https://learn.g2.com/hubfs/G2CM_GI756_Glossary_Article_Images-%5Bdigital_transformation%5D_V1a.png "Digital Transformation")](https://www.g2.com/glossary/digital-transformation-definition) [Digital Transformation](https://www.g2.com/glossary/digital-transformation-definition) 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](https://learn.g2.com/hubfs/G2CM_GI781_Glossary_Article_Images_%5Bsupplier_relationship_management%5D_V1a.png "Supplier Relationship Management")](https://www.g2.com/glossary/supplier-relationship-management-definition) [Supplier Relationship Management](https://www.g2.com/glossary/supplier-relationship-management-definition) Supplier relationship management is a process wherein the working relationships between buyers and vendors are maintained and optimized. by Holly Landis [![Lead Generation](https://learn.g2.com/hubfs/G2CM_GI704_Glossary_Article_Images-%5BLead_Generation%5D_V1b.png "Lead Generation")](https://www.g2.com/glossary/lead-generation-definition) [Lead Generation](https://www.g2.com/glossary/lead-generation-definition) 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](https://learn.g2.com/hubfs/G2CM_GI596_Glossary_Article_Images_%5Bbuyer_persona%5D_V1a.png "Buyer Persona")](https://www.g2.com/glossary/buyer-persona-definition) [Buyer Persona](https://www.g2.com/glossary/buyer-persona-definition) 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](https://learn.g2.com/hubfs/G2CM_GI597_Glossary_Article_Images_%5Bvideo_conferencing%5D_V1a.png "Video Conferencing")](https://www.g2.com/glossary/video-conferencing-definition) [Video Conferencing](https://www.g2.com/glossary/video-conferencing-definition) 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](https://learn.g2.com/hubfs/G2CM_GI592_Glossary_Article_Images_%5Bcustomer_engagement%5D_V1a.png "Customer Engagement")](https://www.g2.com/glossary/customer-engagement-definition) [Customer Engagement](https://www.g2.com/glossary/customer-engagement-definition) 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](https://learn.g2.com/hubfs/G2CM_GI576_Glossary_Article_Images_%5BMarketing_Automation%5D_V1a.png "Marketing Automation")](https://www.g2.com/glossary/marketing-automation-definition) [Marketing Automation](https://www.g2.com/glossary/marketing-automation-definition) 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](https://learn.g2.com/hubfs/G2CM_GI520_Glossary_Article_Images_%5Bsales_funnel%5D_V1a.png "Sales Funnel")](https://www.g2.com/glossary/sales-funnel-definition) [Sales Funnel](https://www.g2.com/glossary/sales-funnel-definition) 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)](https://learn.g2.com/hubfs/ERP-1.png "Enterprise Resource Planning (ERP)")](https://www.g2.com/glossary/erp-definition) [Enterprise Resource Planning (ERP)](https://www.g2.com/glossary/erp-definition) 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 [![Sales Enablement](https://learn.g2.com/hubfs/G2CM_GI505_Glossary_Article_Images_%5Bsales_enablement%5D_V1b.png "Sales Enablement")](https://www.g2.com/glossary/sales-enablement-definition) [Sales Enablement](https://www.g2.com/glossary/sales-enablement-definition) Sales enablement is how a company supports its sales team with training, resources, and guidance. Learn the benefits and ways to create a strategy. by Mara Calvello ## CRM Software Discussions 0 Question on: HubSpot Sales Hub [Are there plans to increase the functionality of the mobile app? The Outlook integrated logging sales tool is also limiting in that it only logs comms in the last 5 open deals attached to a client.](/discussions/32538-are-there-plans-to-increase-the-functionality-of-the-mobile-app-the-outlook-integrated-logging-sales-tool-is-also-limiting-in-that-it-only-logs-comms-in-the-last-5-open-deals-attached-to-a-client) A sales team generally hate admin and tend to neglect it, yet its critical to keep the rest of the business in the know. As they generally use their mobile devices more than other devices I would like to promote use of the Mobile app more but the functionality is currently quite limited ie attaching pictures to tasks/note. Logging and tracking through the Outlook Sales Tool integration is also not as efficient as I had hoped. It currently only logs comms to the last 5 open deals a contact is associated with and in our business, this doesnt work. Having to go back to associate and disassociate comms to deals negates using the tool to save time. I have been frustrated by the limitations of the mobile app as well. I had a phone conference with their team and improvements are coming but they will be incremental. One new item is the HubSpot keyboard for iOS that will allow better access and use of meeting links, snippets, docs, and quotes from the mobile app. The mobile app still has a lot of catching up to do. I feel like they need to imbed with an outside sales team to discover how it needs to operate. Answered: Greg Cooper on March 2, 2022 I can recommend to have a look at Salesflare's CRM instead. It has both an Outlook sidebar and mobile app that come with 100% of the functionality of the web app, which works really amazing for me. If it weren't for Salesflare, our sales team still wouldn't be using any CRM. Answered: Sarah Bax on March 2, 2022 [See more answers (1)](javascript:void(0);) [Your answer](/discussions/32538-are-there-plans-to-increase-the-functionality-of-the-mobile-app-the-outlook-integrated-logging-sales-tool-is-also-limiting-in-that-it-only-logs-comms-in-the-last-5-open-deals-attached-to-a-client/comments/new?remote=true) 0 Question on: Pipedrive [What is the best way to use email marketing with Pipedrive?](/discussions/12132-what-is-the-best-way-to-use-email-marketing-with-pipedrive) We are using a silver plan and cannot upgrade to Gold for now. We are getting difficulties in running email campaigns through Pipedrive and they are not allowing the integration in this plan as well. We use the Pipedrive CAMPAIGNS feature inside of Pipedrive to send out mass / bulk emails that are personalized with 'merge' fields. The interface & builder is robust and similar to stand alone bulk email platforms. Nice feature is OPEN and CLICK tracking as a 'campaign' but also by individual PERSON so you can follow up with people who have and have not opened emails. Answered: Jeff Bell on April 16, 2024 PD is not an ESP so it’s not good for email mkt. we use PD at OpenMoves and developed the tightest integration. Check out OpenMoves on the PD partner portal and it’s a one click integration. Answered: Amir Chitayat on March 2, 2022 Check out Salesflare! It's like Pipedrive but it keeps itself up to date. AND it has this awesome email workflows/sequences functionality built in. Answered: Sarah Bax on March 3, 2025 [See more answers (2)](javascript:void(0);) [Your answer](/discussions/12132-what-is-the-best-way-to-use-email-marketing-with-pipedrive/comments/new?remote=true) 0 Question on: Workbooks [Is it easy to integrate web forms on our site to feed straight into Workbooks and to automatically allocate a lead to the right sales rep?](/discussions/is-it-easy-to-integrate-web-forms-on-our-site-to-feed-straight-into-workbooks-and-to-automatically-allocate-a-lead-to-the-right-sales-rep) We use WordPress on our website. Is it easy to map across the data capture fields? Yes mapping data from a web form to feed directly into Workbooks is a common requirement and made easy as we provide the web form code for you to embed onto your web site. Their is a Wordpress plugin for Workbooks that handles that part too, available from http://wpworkbooks.com/ Once a lead is in Workbooks from your web site you could have them put into a queue for users to pull leads from or use an auto allocation script to allocate the lead to the right person based on your own rules being post/zip code, industry, size etc Also using the Web2Lead functionality in Workbooks enables the auto-creation of a Lead as the result of someone submitting a form on your website. In addition, you can integrate Google Analytics which enhances the functionality, allowing you to capture information about how visitors arrived on your website which you can then filter and report on inside Workbooks. Answered: Ian Moyse ☑ on May 12, 2014 [Your answer](/discussions/is-it-easy-to-integrate-web-forms-on-our-site-to-feed-straight-into-workbooks-and-to-automatically-allocate-a-lead-to-the-right-sales-rep/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/crm/resources?discussions_page=2) - [1](/categories/crm/resources) - [2](/categories/crm/resources?discussions_page=2) - 3 - [4](/categories/crm/resources?discussions_page=4) - [5](/categories/crm/resources?discussions_page=5) - [6](/categories/crm/resources?discussions_page=6) - [7](/categories/crm/resources?discussions_page=7) - … - [286](/categories/crm/resources?discussions_page=286) - [287](/categories/crm/resources?discussions_page=287) - [Next ›Next ›](/categories/crm/resources?discussions_page=4) ## CRM Software Reports Mid-Market Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for CRM Summer 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Small-Business Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Mid-Market Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for CRM Spring 2026 G2 Report: Momentum Grid® Report