CRM
CRM Maturity Model: How to Improve Your CRM Maturity Level
Your CRM maturity indicates the level at which you leverage CRM software to drive business value. Here’s how to determine your CRM maturity level.
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CRM
A CRM Can Help You Create Quotes That Your Prospects and Customers Will Accepted Every Time
Many salespeople generate weak, generic sales quotes that don’t sell their offerings well. A CRM can help you personalize your quotes and position your products and services for maximum effect.
CRM
Get Agent CRM Software for Sales, Real Estate, and Insurance Agents
The work of the agent is crucial to small business growth. Here’s how sales, insurance, and real estate agents can enjoy better workdays through CRM software.
Account Management
Customer Success CRM Strategy: How To Drive Retention and Expand Existing Accounts with CRM
It’s hard to retain customers and grow accounts without a clear understanding of your customer’s needs. A CRM gives you the visibility you need to retain and expand your accounts successfully.
CRM
Dirty Data Cleansing: The Complete Guide To CRM Hygiene
Dealing with a disorganized CRM leads to slower work, less effective campaigns, poorer support, and misleading analytics. Here’s how to get CRM hygiene right.
CRM
Overcoming the 5 Challenges of Information Management in Manufacturing
Information management remains one of the top business challenges in manufacturing. A work management platform can overcome these challenges and turn them into strengths.
Operations
First 100 Days: The VP Operator Playbook
The first 100 days of a new operator role at the VP or Director level are crucial. A three-time former Chief of Staff shares the ultimate VP operator playbook.
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CRM
The Ultimate Guide To Workforce Management
Good workforce management reduces costs, improves performance, and saves everyone time. Here’s how to implement a workforce management plan at your company.
Company News
FreeAgent Announces HIPAA Certification for Healthcare CRM + Work Management Solutions
FreeAgent empowers secure collaboration in Healthcare
Company News
FreeAgent CRM Raised 12.6M in Series A financing to fuel growth
Round led by Pelion Ventures, joined by Altara and BlueRun Ventures
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