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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.

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.

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.

5 ways to use a CRM to boost your business

You probably can’t imagine life without your smartphone. You can just say “Hey Siri, call Mom” and instantly the number is dialed for you. Be honest, do you know Mom’s phone number? It’s practically impossible to remember all of your contacts’ information, and because your phone manages details like a personal assistant, you don’t have to.

3 types of CRM: everything you need to know

Building and maintaining great customer relationships is at the core of any good business model. But staying on top of who your customers are and what their relationship with your business is at any given moment is difficult. And that’s true across the board—whether you’re a small business with a hundred customers or a large one with hundreds of thousands.

Customer relationship management: a guide

Over the past 30 years, the term customer relationship management (CRM) has evolved with the times—what was once seen as a tool designed to provide visibility into a company’s sales pipeline has morphed into something much more powerful. At its heart, CRM is about managing current and potential customer relationships by collecting and analyzing data.

10 common CRM problems and how to fix them

Customer relationship management (CRM) software can be a great resource for you and your team. If you take a deep look into your customer data, you can get better forecasting capabilities. In other words, you can more effectively serve your customers and understand your prospects. Yet this adage is only true if: Around 65 percent of CRM projects fail due to low user adoption. Why?

How to create a sales CRM strategy

Customer relationship management (CRM) software is a powerful tool for any sales team; it saves them time and provides invaluable data insights for nurturing prospects until they become customers. But, surprisingly, it’s more common for sales reps to use Excel and email to store and manage prospect data than it is to use a CRM system. And for the teams that do use a CRM, few take full advantage of the tool.

What is a sales CRM?

When most people refer to a CRM (customer relationship management) they’re referring to software or a tool that enables them to manage and improve their relationships with prospects and customers. But customer relationship management varies, depending on what department you’re talking to. A support team might use a CRM to manage customer tickets, while marketing teams may use the tool to analyze how consumers respond to online campaigns.