Pipedrive / Aircall
Hello! before switching to Pipedrive and Aircall, my old CRM was very similar to GoHighLevel. I had sms, email, and voicemail campaigns when prospects went into different stages. Pipedrive only has the ability to do email campaigns. I was thinking about switching to JustCall. It works with Pipedrive, and I believe I can set up […]
We narrowed things down to Folk and Attio; calling all customers: what are the key LIMITATIONS of either to be aware of ahead of time?
We looked at 15+ systems including the personal CRM space. We liked Folk and Attio best mainly because of their Notion-like feel, ability to extend, APIs, import/export functions and moderate search capabilities. Before making our final choice would love to hear from customers what kind of real world limitations they have been running into they […]
What Contacts to Add to CRM? (Best Practices Question)
Hey gang, My small company (Manufacturing Building Materials & Construction Subcontracting, USA based) recently started using a CRM. I’ve been working on importing data into the CRM from our legacy systems and could use some input from more experienced CRMers. Our legacy systems contain Customers but also other industry contacts — below is a breakdown […]
Email back up and tracking
Hey there guys! My company uses Salesforce Marketing Cloud and we manually back up emails by viewing the email in source, saving it as HTML and then adding the file to the back up drive where we then link said file on an excel sheet. The greater team loves the ease in which they can […]
How does Zoho CRM’s industry wise offerings differ from each other?
I see a lot of industry wise “solutions” on their website like hospitality, real estate, retail, etc. But how do they differ in terms of available features or UI by default? Aren’t all the features available across these offerings? I am a bit new to this CRM world, if you have any idea, please let […]
Quickbooks, Mailchimp, and CRM
I run a small video production company and I have a few tools I’m trying to combine for simplicity and effectiveness. I was using Keap for a CRM, but it was just too costly for me, and I wasn’t really using all the features. I’m actually pretty new to CRMs. Here are my needs: Market […]
Survey Link Sent through SMS messaging App
Hello Reddit, I’m a bit nervous because this is my first assignment in a professional job as a student doing an internship, and I would love to get some feedback from you all. Thanks in advance! I’m working for a non-profit in the healthcare field, and we’re looking to modernize our data collection process. Specifically, […]
How do you grow a CRM startup?
I’m reaching out for some advice on boosting sales for a startup CRM project I’ve just taken on for a client. I do marketing freelance on the side while managing my own small business. Here’s what I’ve come up with for marketing outreach: Email Marketing, Social media ads, and regular organic posts. Any other suggestions […]
We’re Building a CRM and Need as Much Input and Critiques we could Possibly Get.
Hello Entrepreneurs of Reddit, We’re a couple of tech bros who have used many CRMS have found them to be overly complex. They so convoluted that they need courses to master, and managing them feels like a full-time job. This complexity drains marketers’ time and energy, preventing them from focusing on what really matters – […]
Best Sales Training Role Play Scenarios for Recruiters
Creating effective sales training role play scenarios is crucial for recruiters to hone their skills, assess candidates accurately, and ensure a fit between the potential employee and the company culture. Role playing helps recruiters simulate real-world situations to better understand how candidates would handle job-related challenges. Here are two detailed scenarios that can be incorporated […]
