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CRM

Freshworks Shares 7 Tips to Improve Lead Management Efforts and Efficiency in CRM

The purpose of Customer Relationship Management (CRM) is to improve your relationships with clients and acquire new customers faster. While CRM software is essential for managing sales leads, you also need a good CRM strategy as a foundation for your efforts. We talked to Freshworks salesperson Stephanie Taiwo, as Head of UKI Business Development, to get her seven top tips for managing leads and driving conversions.

The Best CRM Use Cases Beyond Sales Management

A CRM system contains plenty of information about the company's clients. You can check customers' profiles and the history of their interactions with your firm. You can analyze whether and how you meet their demands and what you can do to do it better next time. This will increase the loyalty of your audience and boost your revenue. In a CRM, business owners and managers can discover exhaustive data about sales conversions, proposals, meetings and so on.

Introducing Teamwork CRM's Email Sync Solution

Teamwork CRM customers can rejoice in the addition of our new email solution for all GSuite Outlook users. Since we launched Teamwork CRM, we’ve worked hard to bring additional value to all of our customers. At Teamwork, we always listen to our customers for feedback as they use our products each day. A request that we’ve frequently heard for Teamwork CRM is the need for an email solution. Our customers explained how most of their sales conversations took place over email.

Personalized CRM Forms and "Client Match" Feature

What if the CRM forms that you use for various purposes could be personalized and have your customer data filled in automatically into the form? Now thanks to new CRM forms and a “Customer Match” option, Bitrix24 CRM forms can do just that. In Bitrix24 CRM you can create personalized CRM forms with all the customer data filled in automatically from the CRM card.

Introducing Email Notifications and Activity Reminders to Teamwork CRM

We are delighted to release the final piece of our notifications solution to Teamwork CRM with Email Notifications and Reminders. Until now, notifications were available in-app via the bell icon. To date this is how users received notifications for any changes to the deals they were following. However, there was still a notification gap to be filled. Once you were out of the application, you had no means of understanding how your deals progressed.

CRM Form Settings: Placements and Domain Change

As you may know, we've recently introduced the new CRM form designer added to our Bitrix24 to easily create and edit existing CRM forms. The new designer is really flexible and allows to edit and visualize the form right in the edit mode. In this article we'll cover the CRM forms settings options like placements and domain change.

Resource Booking: CRM Card Set-up

If you have a beauty salon, computer repair shop, fitness studio, car wash, pet grooming salon or run any other service-based business, you will find this Bitrix24 option especially handy and useful - the resource booking in CRM. This option in your Bitrix24 CRM allows to add to CRM cards all the necessary information about the service booked, including the service name, time, the specialist to provide the service.

CRM-Today Webinar # 2 Starting to work with your CRM - Email & CRM forms

We are happy to invite you to join the second episode our live CRM Today webinar series on February 4, 2021 at 9 AM EST. During this session, we'll be concentrating on how to work with emails and CRM forms inside your Bitrix24 CRM. Spoiler! We've updated our CRM form designer and we'll show you how is it to create and edit new CRM forms to generate leads and increase conversion.