Suggestions for Leads management CRM + Accounting tools
I have a travel startup. We have been using various solutions for lead management, accounting and invoicing lately but now we are done with managing and transferring data across numerous tools. It becomes difficult to track the lead data, updates, efficiency of the team and we want to streamline everything from lead management to lead […]
Free CRM for new small art business
Hi! I’m starting an art business doing commission paintings and I’m looking for a free CRM tool to keep track of my clients. I will mostly need it for: keeping track of schedules and deadlines, commission info, a waiting list. I was gonna rawdog it with a spreadsheet but I’m realising it might not be […]
Looking for CRM to integrate with Sage 100
Hello, I am looking for a CRM that I can integrate with Sage 100 and possibly our phone system. The main purpose of the CRM is to manage email distribution to our customer service team. We’d like to set up multiple groups, with each having a round-robin for incoming emails. Adding additional communication methods (SMS, […]
Announcing PeopleIQ
Have you ever wanted to learn more about the people working for your customers so you could find the right point of contact? Introducing PeopleIQ, the ultimate solution for getting in front of the right people. PeopleIQ is a new Nutshell add-on that allows your team to proactively identify the people who work for the […]
Boost Sales Outreach & Drive Conversions with Nimble’s New Email Sequences
Did you know that it typically takes 5 to 8 attempts to successfully connect with a prospect? Despite this, many reps stop after just the first or second try. Entrepreneurs and business owners, often overwhelmed with multiple tasks, find it challenging to maintain consistent follow-up. Recognizing this challenge, we are so excited to introduce Email […]
Is CRM helping or hindering sales?
Wondering what actual salespeople using CRM think about it? Is it helping or hindering your selling efforts? Are you diligently using it? Are you providing accurate data or “filling in the fields” to appease mgt? How much time is taken away from selling because of CRM? submitted by /u/chas9 [link] [comments]
Advice on which CRM for a plastic surgery practice
Hello, currently our single location Plastic Surgery practice is using a healthcare specific CRM for managing inbound leads from Google PPC mostly. We also receive leads from FB, IG, and inbound calls via RingCentral. The CRM must be HIPAA compliant. Also must allow: custom integration building with our EMR maintain all customer communication in one […]
Advice on CRM for Financial Advice
Hi Just looking for some guidance on what’s the best CRM to use in financial advice. Mainly for tracking client status, communications and outcomes. Currently use MS bookings to manage appointments submitted by /u/Wizlimitzz [link] [comments]
From Prospect to Profit: Why You Should Stop Avoiding Follow-Ups — Nimble
Let’s face it, it’s very rare for any sale to happen without a timely follow-up. How many times have you heard that 80% of sales require 5 follow-up calls but 44% of salespeople give up after just one follow-up? You’d think that if we knew that getting to “yes” during the sales process was simply […]
Could someone look over my presentation?
I am interviewing for a job in CRM management, even though I’ve never worked in it before. I need to present a presentation to the founders of the company tomorrow. Can someone give me some feedback on my presentation? submitted by /u/Awakenyourmind23 [link] [comments]
