CRM for small business: a guide to choosing and implementing a system
Are you running a small business and looking for ways to better manage customers and increase sales? Discover how CRM systems can revolutionize your business operations! Read our latest article and learn which CRM solutions are ideal for small businesses and how to implement them effectively for success.
How to prepare a bid calculator in XLS spreadsheet?
The Excel Quote Calculator allows companies to streamline the quote preparation process by automating calculations related to costs, margins, discounts and other key parameters. It's an ideal tool for sales teams that need to respond quickly to customer needs with accurate and competitive quotes.
Effective sales process in the company
An effective sales process is a key element in the success of any company, regardless of industry. Properly designed, it not only accelerates the acquisition of new customers, but also increases the loyalty of existing ones. In this article you will learn what stages an effective sales process should include - from identifying customer needs, to building relationships, to finalizing the transaction.
Why do I need a CRM in my company? Pre-implementation analysis and needs analysis
Before you decide to implement a CRM, it is important to carefully analyze your company's needs. Find out what to look for in a pre-implementation analysis to ensure that CRM brings maximum benefit.
How do I choose the right CRM solution provider for my company?
Searching for the perfect CRM vendor is a challenging process, but also full of great opportunities. In our article, we look at how to avoid common mistakes when choosing a CRM solution and how to find a technology partner that will support your company in effective customer relationship management. Learn the steps that will allow you to make the best choice, tailored to the specifics of your business.
Process Automation: The key to efficiency and optimization in business
Want to increase the efficiency of your business and optimize your daily processes? Automation could be the key to success! Read our article and learn how modern technologies can help you streamline your operations, reduce costs and gain more time for business development. Find out which solutions are best for your business and start your transformation today!
How to personalize a CRM system for your business?
Personalizing your CRM system is a step that allows you to realize its full potential in your company's daily operations. In this article, we outline how to identify your organization's most important needs and how to configure your CRM to meet those requirements.
CRM system for customer service
A CRM system for customer service allows a company to manage relationships more effectively, improve service quality and increase customer loyalty through automated processes and better organization of data.
CRM system implementation – What does it look like?
Implementing a CRM system is a strategic step that can revolutionize the way a company manages customer relationships and automates key processes. Preparing for the implementation, how it goes, and the results it produces are crucial to a company's success in a competitive market.
Is it worth it to test CRM before implementing it in the company
Can implementing a CRM system revolutionize your company's operations? Of course! But before you make a final decision, it's worth considering whether testing the tool before full implementation is a necessary step.
Is CRM training for employees necessary?
Implementing a CRM system is a key step toward better organization and increased efficiency in a company, but is simply getting the software up and running enough? In our article, we consider whether training employees to use CRM is really necessary.
What integrations to implement in the company’s CRM system?
A CRM system is a powerful tool that can revolutionize customer relationship management, but its full potential is only revealed when it is integrated with other key solutions in the company. In our article, we suggest which integrations are worth implementing to get the most out of your CRM. Learn how combining CRM with email marketing systems, accounting, or e-commerce platforms can streamline processes, improve communication and increase the efficiency of your team.
A secure CRM system for a company. What to look for?
Choosing a CRM system is a crucial decision for any company, but do you know how to ensure data security in the process? In our article, we discuss what to look for when choosing a secure CRM. Find out what data protection features are essential, how to check the system's compliance, and what risks to avoid.
How to implement a scalable CRM system for a company?
Implementing a CRM system is a step that can significantly accelerate your company's growth, but do you know how to do it so that the system grows with your business? In our article, we discuss how to implement a scalable CRM that will flexibly adapt to the growing needs of your business.
CRM implementation in a company – Subscription, license or dedicated programming?
Are you thinking about implementing a CRM in your company, but don't know which option to choose - subscription, license or maybe dedicated software? In our article we compare these three approaches, analyzing their advantages, disadvantages and potential costs.
CRM implementation – 5 common mistakes made
Implementing a CRM is a step towards innovation in a company. Unfortunately, the implementation of a CRM system does not always prove to be a recipe for organizational ills. Incompetently implemented software will make the whole process bring more chaos and may even generate losses. Based on our experience, we have prepared a list of the most common mistakes made when implementing CRM.
CRM system for the beauty and wellness industry
A CRM system is essential to make marketing and sales efforts a hit. Why implement a CRM system for the beauty and wellness industry?
CRM for financial advisors and credit intermediaries
A CRM system is a collection of indispensable tools that supports daily work. Especially useful solutions have been prepared for financial advisors and credit intermediaries!
Multifunctional CRM – one tool for many tasks
Everyday work in customer service-related sectors often involves multitasking. We’re not only talking about handling several or more clients at the same […]
Benefits of CRM – what will a CRM system give your company?
Implementing a CRM system in an organization brings numerous benefits discernible on many levels. Investing in such a solution benefits both your […]
Free CRM system in the company
A CRM system is an essential tool to support entrepreneurs. Does a free CRM system provide a full-fledged business?