How to Measure and Maximize Trade Show Return on Investment
Trade shows can be powerful platforms for showcasing your products, growing your brand, and winning new customers. However, figuring out how much your business actually benefits from attending trade shows can be challenging. To make the most of these events, you’ll need to measure the return on investment, or ROI, of the trade shows you […]
Apollo crm question
Hi all. I was wondering if anyone familiar with Apollo knew a work around for this? My teams on pro, and we have an automated play which funnels a rolling list of contacts into a sequence. Those contacts are coming regardless of verified emails. Am I able to set at the sequence level to not […]
Simple CRM with Printing Capability?
I own a small business, and I am looking for a new CRM. I would like to think our needs are relatively simple – I am not looking for any sophisticated integrations, pretty much an address book with custom fields. In addition to the usual customer name, address, phone/email, we work with people’s pets, so […]
CRM For B2B Sales and Marketing
We’re looking at transferring CRMs from Insightly to Salesforce, Microsoft Dynamics, Hubspot, or Nutshell. Our company deals almost exclusively with client accounts, so we need some amount of ability to have profiles or tags to denote what is attached to each client. IE Instead of my sales team calling on exclusively for Company A, we […]
Redtail Speaks – Text-to-Client Info for Clients
I work for an investment firm in Indiana. We use Redtail Technology for our CRM. Redtail has a feature – Redtail Speak – that offers text-to-client communication. I am creating a flyer for clients to understand how it works, but I feel like I’m recreating a wheel. I want something that a financial advisor can […]
So, what’s about scheduling and calendars?
I’m very beginner to all CRM stuff, still don’t understand the whole concept of the thing. I need to have a list of clients AND a list of operators, where each operator should have their own calendar with schedule. Let’s take a clinic as an example. Clients are patients and doctors are operators with schedule. […]
Best CRM to service real estate agents
Currently building a business where we offer all of the following to real estate agents: Transaction management Listing coordination Marketing VA/OBM hiring/training/matching to real estate agents Retainer ops management Transaction management software builds With the wide range of services offered, we want the flexibility to create various packages. Also need the compatibility to create proposals, […]
Free CRM for a small struggling non-profit with unlimited contacts?
Hi all, I’m looking for a free CRM to use in our small non-profit helping women in need. We don’t have much money to spare, non actually ATM. We’re starting to reach out for donations from big companies and organizations. I’m not entirely sure what our needs are but I think it needs to have: […]
Searching For CRM BtoC Service business
Having trouble finding a CRM that lets us organize and connect the data we collect from our customers when we meet them. I have a service business that meets customers on site, we take measurements using Excel, take pictures/videos, and sometimes use google sheets. Currently we use Google drive, create a folder labeled “Customer name”, […]
