Discussions Crm Software

It's a very complete software, it has every tool required for digital marketing. I have actively used its email marketing solutions and they are very fluid

I request everyone who have expertise in this software to share their valuable tips for SAP

How can crea

Good communication skills is need

No

A CRM with email and sales automation keeps all your customer data organized in one platform. Manage your pipelines, update deals, and always follow up at the perfect moment. POPULAR FEATURES CRMWin Probability Lead ScoringAutomation

Je trouve très redondant et chronophage de copier les notes de mon système téléphonique dans la description du cas et de saisir manuellement le temps passé sur l'appel. J'aimerais avoir une option pour que le système téléphonique remplisse automatiquement la description du cas et le temps passé... Lire la suite

Nous aimerions commencer à faire de l'automatisation et nous aimerions une vidéo montrant toutes les étapes.

Previously I tried to complete the ActiveCampaign course on the different tools to use and I saw that some of them only had a video showing what it was but no explanation of how to use it.

It´s not so intuitive to create a form and make it nice with design. AC need to make this process much more friendly.

il y a beaucoup de bugs

Like aweber does: include/exclude

Sales Dask est un site très utile.

I have orders that have balances getting hung up in a few different balance sheet accounts, and following the workflow of those orders is incredibly difficult, making it hard to diagnose the problem.

My team is currently using Salesloft and PipeDrive and we are strongly considering transitioning to Hubspot as our CRM. I'm all ears to any advice on the Hubspot & Salesloft integration along with best practices.

I periodically call Nextiva and they say they are working on it. But they have been saying that for 1 year.

I have so many tasks and folders from 2020 that I would like to group them in 1 folder.

I wonder how a successful Adhoc customization would work when changing Zoho's underlying code.

Can this app be used by small retailers?

Parce que la plupart des gens ne connaissent pas les compétences en réseau et en technologie, nous voulons des conseils pour les affaires.

They often don't respond on time, and we need to highlight it. How to get the escalation matrix?

Je dois présenter la planification de l'année, pour refléter le calendrier marketing, les relations publiques, les campagnes, etc. Je dois présenter l'année entière en cherchant une vue d'ensemble et certains éléments à un niveau plus détaillé. Actuellement, je travaille avec CU et en parallèle... Lire la suite

Je lutte avec plusieurs versions gratuites d'outils de gestion de projet. Les différentes parties de notre équipe utilisaient toutes divers outils, et ClickUp a été excellent pour répondre aux besoins de tout le monde, offrant différentes façons de visualiser les projets et les tâches, et... Lire la suite

Despite its higher price tag, Salesforce Essentials receives our Editors' Choice award as a small business CRM solution because of its comprehensive feature set and well-thought-out deployment process.

I currently have last purchased, last engaged, product interest tagging, abandoned cart and the popups and sign up forms. Are there any other core automation and triggers that I should be using and how should I take advantage of the ones I am using to the fullest?

The and or or functions...

At the end of every mail, the reader can click "abmelden" oder "unsubscribe". How can I change the next page? I want to ask different questions and want to change the language for my German audience.

I think this is the problem when I try to log in and can't locate the name associated with the account.

Ceci concerne la possibilité d'interagir avec des clients qui n'ont aucune connaissance de la navigation dans ClickUp.

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New to Prospect.Io but its a very efficient platform, gives me exactly what I need, access to leads and helps me generate bulk email campaigns in an automated fashion .it will be banifited for all

Parce qu'une fois, j'ai constaté que même si je n'avais pas enregistré l'adresse e-mail, j'ai quand même épuisé mes crédits.

I use to be confusedd with the pricing. Thinking it is a little expensive.

Utiliser correctement Mailchimp pour envoyer des newsletters Envoyer un e-mail depuis Gmail vers l'enregistrement d'une personne / organisation dans le CRM

Je veux faire une vidéo et l'envoyer en masse à certains contacts que j'ai organisés par vues.

Je n'ai jamais reçu ma voix off gratuite. Merci

What is the timeline for migrating companies from the old portal to the new Nextiva portal?

The dashboard has been a horror for me, as i cant manage my way into the things that i need as some options are hard to find, like the simple billing tab, i dont see it on the main dashboard, you have to find it deep within to actually get to it, also the main issue with the Credit Card, we... Lire la suite

For example, on a cell phone, when you are on an active call and receive an outside call, you would see that there is an incoming call, the phone number or name if registered, and you have options like: you can send the new call to a voicemail, you can accept the call by putting the active one... Lire la suite

Aurons-nous une meilleure fonction de recherche et aussi nous avons besoin d'un filtre pour les clients selon différents paramètres

Y aura-t-il un moyen pratique de catégoriser les clients ?

bristy