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CRM

New email enhancement for Teamwork CRM

Exciting times in CRM as we move closer to releasing what has been the number one customer request over the past number of months: yes, an email solution is coming! The answer to this is quite simple! The majority of sales interactions and conversations take place over email. Without a dedicated email solution, Teamwork CRM was potentially missing crucial elements of the sales conversation and information was then being split between Teamwork CRM and the sales rep’s email inbox.

How the accelerating convergence of CRM and contact centers is driving better CX

While the general use of customer relationship management software (CRM) has become the industry standard, it hasn’t always been this way. Over time, as customers have come to expect a more efficient experience, companies have turned to various ad hoc solutions to manage their customer service offering. Now, it’s not enough to know just a few things about your customers.

New in Bitrix24: CRM Store (beta)

We are glad to present a brand new cool feature in Bitrix24 - meet Bitrix24 CRM Store - a new format for digital sales. Payment is the final step of winning deals and the variety of payment methods and the simplicity of conducting payments would be a great advantage. Bitrix24 CRM Store helps your clients pay with easy and helps you to receive their payments, create an order inside the CRM system and send it to the client.

Easily import your data into Teamwork CRM with our new Import2 integration

Importing your existing data into Teamwork CRM is now easier than ever with our new Import2 integration. Import2 is an intuitive import tool that enables Teamwork CRM customers to easily move data into Teamwork CRM from other CRM applications or CSV files.

Lookalike audiences in CRM Marketing

Dear Bitrix24 users, We've got good news for you. You can now create lookalike audiences in Bitrix24 CRM Marketing for effective retargeting campaigns. Lookalike audience is a tool that allows to find and build the new users audience with their interests similar to those of your existing clients in your CRM, thus expanding your customer database.

Teamwork CRM turns one today!

Happy First Birthday Teamwork CRM! One year ago today we launched Teamwork CRM — and what a year it has been! Since launching, we have worked hard to continuously improve the product, respond to customer feedback, and continue to grow as we help our customers scale their businesses. It’s been a really rewarding year, and the highlight for me as the Product Manager has been speaking to so many great people, who also happen to be our customers.

What is the CRM process?

Consumers today expect a personalized customer experience catered to them as individuals. In order to meet these expectations, you need to understand what your audience wants and needs, and you must understand how to deliver on those needs better than your competition. The CRM process helps your organization achieve these goals. Consisting of five main steps, it’s a strategy for keeping every customer interaction personalized and meaningful.

Fast-track lead generation with Sell + Reach

Sales reps can spend hours scouring channels like LinkedIn for potential leads to add to their pipeline. Even then, there’s no guarantee they’ll find the right contact information for the leads they do generate. All that time spent researching and chasing potential customers can lead to a frustrating dead end. The good news is, lead generation doesn’t have to be time-consuming or fruitless. All you need is a lead-enrichment tool, like Sell Reach.

How to choose the best CRM for your business needs

If you asked someone 30 years ago what customer relationship management (CRM) meant, you’d get a very different answer than if you asked that question today. Back then, says Jon Aniano, vice president of product at Zendesk, CRM was a process for tracking sales. It was simply a way for your sales team to get visibility into their sales pipeline and understand how the business might be doing over the next quarter, next month, next year.