CRMs handle everything from personal details to purchase histories and they pose privacy risks if not managed properly. Ensuring the privacy and security of customer information is essential.
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What is ERP Software? ERP and CRM differences
With digital transformation you may be wondering if your company needs an ERP (Enterprise Resource Planning). Or maybe you’re trying to decide between ERP software and CRM solutions.
12 Tips for Creating a Sales Process (Close Deals Faster!)
Sales reps must be adaptable but an established sales process is essential for improving efficiency and boosting overall performance.
Write Cold Emails that convert into Sales – BASHO Email
Cold emailing success depends on how you write and structure your cold emails. Every detail in a cold email affects its performance, from open rates to conversions.
What is a CRM and how much does it cost? A real investment!
When we talk about CRM we think of software that allows you to manage relationships but when the department is the sales department.
Best CRM Strategies for Acquiring and Retaining Patients
To acquire patients, you need to deliver timely and personalized experiences across a multitude of channels.
Sales Management: Tools and Strategies to sell more
Sales management means managing the sales processes and the sales force to maximize results and revenues. It includes the planning and control of sales activities to achieve business objectives.
How Frank manages his team
Team of 5 people in the main office and 3 in a branch in Spain, as well as 4 people who carry out complementary activities. 12 in total.
Launch of our New Website
We have created a clean, modern design and improved site navigation to help our users find exactly what they’re looking for and better represent who we are.
5 Ways to Prevent a Data Breach
In a digitalized world where the flow of information is constant, effective online data management is crucial to protect sensitive information from falling into the wrong hands.
Benefits of the digital transformation
Implementing a digital transformation is now a must for all companies. But how can this be done?
Moving a deal across departments
One of the features that is often sought in CRM is the possibility to move the deal through the departments, so that it can be taken over by a different
Workflows and Pipeline usage
What many do not know is that pipelines can be adopted to manage other workflows within the company such as the stages of a “project” or the status of documents