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Workflows in CRM allow you to automate simple and complex business processes within CRM. Workflow processes run in the background or in real-time and can optionally require a user input. Workflows can be triggered based on specific conditions or can even be started manually by the users. …

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We’ve all heard about CRM, which stands for Customer Relationship Management. As a realtor or any real estate developer, it is necessary to keep the clients satisfied. When you are starting your business, it's easier to maintain 30-50 clients, but when more clients are added, it gets tougher. …

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Imagine you have a bowl of your favorite ice cream. You are enjoying every spoon of it when you see additional toppings like cookies, chocolate chips, nuts, cherries, hot fudge sauce, and caramel. You can add any of the toppings to enhance the taste of your ice cream - which one will you choose? …

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When your customer support team has a dialogue with the customer, it isn’t for the first time that the customer is interacting with your brand. The customer has interacted with the sales representatives several times at the time of onboarding and purchasing. In each of these interactions, additional information about the customer is acquired, helping you understand them better. …

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If you want to make your billing and accounting hassle-free, you require Zoho Books for small business. The platform allows you to move from a deal memo to an invoice in just a few clicks. Moreover, you can create accurate estimates and send bills to more businesses with better invoicing management. …

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Onboarding is the process of integrating a new hire into the organization and familiarizing him or her with the work environment. Through this administrative process, the new employee acquires the required skills, knowledge, tools, and attitudes to effectively contribute and make a difference to the organization.…

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In recent times, organizations started using business applications in unprecedented numbers. Consequently, Unified Business Analytics (UBA) is growing as a popular data strategy. It enables organizations to discover complete business insights. Furthermore, data pipelines play a vital role in enhancing the performance of this unified ecosystem.…

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Are you struggling to prepare a client quotation? Do you need an easy-to-use, automatic quotation or proforma invoice template? You can now avail the best CRM solution for small business and prepare quotes from deals in just a few clicks.…

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The Covid-19 pandemic has impacted businesses in different ways. Companies are adopting remote working environments, increasing the demand for the best software to manage business operations efficiently. As sales teams move towards remote working capabilities, managing the different…

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Any business organization requires customer information. Using the features of the right CRM tool, your sales team can capture information from customers and potential leads. The acquisition of this information is streamlined through a sequence of forms…

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Customers are, undoubtedly, the most important asset for any business. Without customers, you will not be in a position to give out employee salaries and the bills. In the absence of today’s ever-changing technologies, a business owner interacted with customers on a one-on-one basis and…

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