CRM

CRM Hygiene: How a Tidy System Powers Big Results

Struggling with a cluttered CRM? Our latest blog dives into the essentials of CRM hygiene—how to organize your system, streamline processes, and keep your data fresh to drive better results and team efficiency.

Information Gathering: How to Turn Every Discovery Call Into a Win

Learn how to transform every discovery call into a win by focusing on information gathering, asking open-ended questions, and building trust. Use insights gained to understand customer needs, track trends, and strengthen strategies.

How Small Businesses Can Drive Marketing Success (with AI-powered CRMs)

Ever feel like you’re running on a marketing treadmill? You’re working tirelessly, but your SMB can’t keep up with the big players. Traditional marketing strategies drain your budget and time, and your competition seems to have all the high-tech tools in their arsenal. Ready to learn how to unleash the power of AI for your small business? Read on.

Sales Automation: How CRM Can Boost Your Team’s Efficiency in 2024

If your sales team is still manually logging calls, chasing leads, and juggling spreadsheets, you’re not just falling behind your competitors — you’re also losing valuable deals. In this article, we discuss how AI CRMs can streamline your processes and boost your team’s efficiency.

5 Benefits of Using a CRM for Nonprofits and Charities in 2024

Assigning work to volunteers, pulling up donors’ contact details, analyzing fundraising campaigns — these are necessary tasks nonprofits and charities carry out so they can achieve their philanthropic mission. Here we’ll cover five key ways a CRM can help your nonprofit or charity thrive so your clients can as well.

Revolutionizing Call Centers: The AI-Powered CRM Transformation

Juggling a growing influx of leads, providing personalized service across multiple channels, and maintaining high customer satisfaction can feel like an endless balancing act. But artificial intelligence (AI) is transforming the call center industry by offering innovative solutions to these challenges and others. AI-powered customer relationship management (CRM) and CRM platforms are at the forefront of this transformation — with many call center leaders already using AI tools to improve efficiency, return on investment (ROI), and more.1 In this article, we look at five ways AI is influencing CRM and redefining call centers.

Is Your CRM Leveraging AI to Boost Your Call Center Customer Experience?

Today’s consumers demand hyper-personalized, highly efficient service across multiple channels — a major challenge for businesses relying on outdated systems. But imagine a world where your call center agents have instant access to customer insights, personalized recommendations are at their fingertips, and routine tasks are automated so agents can focus on building lasting business relationships. That’s the promise of AI-driven customer relationship management (CRM) systems. These powerful tools are revolutionizing the call center industry, offering a wealth of features designed to improve the customer experience. In this article, we explain five key ways AI CRMs can take your customer service to new heights.