I have talked to 50+ salespeople for my research and most of them are saying that they focus on closing deals, not filling out the CRM. Why is that? Isn't CRM the second brain of the company? Or maybe they are using some type of tool to fill it out? submitted by /u/ShowAggravating2792 [visit reddit] [comments ..read more

*I'm new to Reddit, so hopefully posting this in the right place. If not, please let me know the best audience. I would like to create a solution that allows me to send an email to a designated address with notes from a call. I would then like GPT or another LLM to parse the notes and either add a new contact or update an existing contact in my CRM (don't have one yet, but hoping to use Notion or a similarly customizable platform) based upon the notes and my instructions. For example, a message could read: "I met with John Smith, the co-founder of Microsoft. We spoke about potential opportuni ..read more

Friends, I'm agonizing over Salesforce or Neon. We are a visual arts organization, so the look and branded quality of our email blasts, and the ability to share artwork, is very important. Cutting down on ongoing monthly fees is also important, so if possible, I'd like to cut the ties to MailChimp--but not if Neon's functionality isn't good enough for an arts organization. Can anyone speak to the graphic capacities of the internal functions that Neon offers? Thank you! submitted by /u/Worcester508 [visit reddit] [comments ..read more

Hello everyone. Bitrix24 integration module for Prestashop 1.7 & 8 now free https://github.com/Rus-Design/Bitrix24-Prestashop submitted by /u/AppropriateBoard8397 [visit reddit] [comments ..read more

Hi everyone, We have been building a solution for CRM users and we need to understand their painpoints in details. I have been working for b2b companies for more than 8 years and one of my pain points is missing data entries like meeting notes or closed won/lost reasons. What are your main pain points you want to share here? ​ submitted by /u/leventask [visit reddit] [comments ..read more

Any companies that assist with Zoho implementation . Just don’t have the time or understanding how to do Pref South Africa based to keep it affordable submitted by /u/Adamzimmy123 [visit reddit] [comments ..read more

Hello Everyone! I'm currently assisting a small business that operates a physical store specializing in selling and installing products like windows, doors, and fences. We're in search of a CRM system that can not only manage typical CRM functions but also facilitate better communication and workflow between the store's team, their installers, and customers. Here’s what we need: Core CRM Capabilities: - Lead Management: Effective tracking and management of potential leads and customer interactions. - Sales Management: Tools to streamline the sales process along with robust reporting functiona ..read more

Looking for CRM that integrates with Slack, Google Workspace, Signwell, Dialpad and Jira. Thanks! submitted by /u/Super-Ant-299 [visit reddit] [comments ..read more

Looking for a CRM solution for a leather goods wholesaler. We are fine if there are free CRM xls templates to start with. Firstly we want to get a hang of it then we will look for a solution provider. submitted by /u/hokie86 [visit reddit] [comments ..read more

Today's business world is very competitive, so Customer Relationship Management (CRM) is a must. CRM systems make it easier to talk to customers, keep track of leads, and keep ties strong. By putting all of a customer's information in one place, companies can learn more about their likes, dislikes, buying habits, and overall behavior. This lets them use personalized marketing and targeted sales efforts. CRM builds customer trust, makes customers happier, and helps businesses make more money. Businesses that want to stay ahead in the market, build long-term relationships, and improve processes ..read more