by
Mark Lingerman on
August 12th, 2021
Are you losing sales because salespeople aren’t following up? You might now even know the answer!
Filed under Sales processes, project management, cool life CRM, sales, growth
Read more
by
Mark Lingerman on
August 10th, 2021
It's not surprising that people want to perform better, close more, make more money, or live a better life. But what is surprising is that so many people try and fail.
Filed under project management, time management
Read more
by
Cool Life CRM on
April 19th, 2021
A Customer Relationship Management system helps manage customer data. It supports sales management, delivers actionable insights, integrates with social media, and facilitates team communication.
Filed under customer, data, life, business, cool life, helps, system, relationship, management, businesses, crm
Read more
by
David Cummings on
July 22nd, 2019
“I'm a first-year investment banking analyst at a boutique investment bank. There are only a few analysts in the department. Basically, we support all the deals of all the senior bankers. As analysts, we are asked to provide timesheet hours you spend on projects and your projection for next week.
Filed under project management, crm tool, workflow, tasks, workflow
Read more
by
Ray Grainger on
October 2nd, 2018
Traditionally, CRM has been associated with lead tracking, contact management, and post-sales customer service support. At Mavenlink, we believe that there is a missing element in this definition—professional service delivery and the customer relationship management that happens after the sale, via project management and financial tracking through to payment and reporting.
Filed under crm, customer relationship management, toolset, vital role, development, social features
Read more
by
Zarema Plaksij on
August 27th, 2018
Most sales managers see the benefits of a Customer Relationship Management (CRM) system. In CRM their sales data is stored centrally and presented in an easy-to-follow format, allowing them to monitor sales processes, staff performance and, as a result, optimize selling.
Filed under crm, customer relationship management, toolset, best practices, development
Read more
by
Angela Nadeau on
October 17th, 2017
5 Reasons why Customer Relationship Management (CRM) software is your gateway to efficient lead management.
Filed under customer relationship management, crm, small business, business, new customers, retain
Read more
Today, many businesses and service providers in the financial sector realize the importance of Customer Relationship Management (CRM) and its potential to help them acquire new customers, retain existing ones and maximize their lifetime value.
Filed under customer relationship management, crm, banks, financial services, business, banking, investment, new customers, retain
Read more
Say goodbye to the calcified, creaky business systems and processes that we’ve come to know and love. They’re being swept away by clouds and mobile systems at an alarming rate. But that’s a positive thing, of course. With this transformation, however, comes a need for deeper knowledge and understanding of the new systems and processes that are driving new businesses, how they interact, and what they are capable of delivering.
Filed under Business, CIO Network, Data Driven, Management, On Demand, Strategies Solutions, Tech, Techonomy, Cloud Computing, Strategies & Solutions
Read more
by
Nina Angileri on
November 4th, 2014
While e-mail is one of the best tools available for speedy communication, it can easily become an overwhelming burden if not properly maintained. There are multiple methods for effectively managing business email and preventing an inbox from becoming controlling.
Filed under email, email management, my mail, inbox, communication
Read more