Intro to CRM Customer Relationship Management

Intorduction to CRM - Customer Relationship Management, the right CRM software has many Benefits for your business including workflow automation, increase ROI, Get more out of fewer employees and streamline your business so you have more time with your family. Your CRM Questions answered.

Social customer relationship management: taking advantage of Web 2.0 and Big Data technologies

The emergence of Web 2.0 and Big Data technologies has allowed a new customer relationship strategy based on interactivity and collaboration called Social Customer Relationship Management (Social CRM)

Kyle Williams and a C3 Charting in FileMaker

7153 - LiveStream - 6.18.21 - Kyle Williams and a C3 Charting in FileMaker - https://youtu.be/QHB7V3XFoM8Kyle Williams returns to discuss charts! In today’s Livestream, he shows off his C3 Charting

Inspector Panel in FileMaker Overview

7152 - LiveStream - 6.17.21 - Inspector Panel in FileMaker Overview - https://youtu.be/xAQPRcFfiYAGo through a detailed overview of the Inspector Pane and see what features it has within it.Daily Ope

Robots in FileMaker

7150 - LiveStream - 6.16.21 - Robots in FileMaker - https://youtu.be/Yf6mS6DQo_EJacob Taylor is back, and he’s going to discuss the wonders of using Robots in FileMaker!Daily Open Q&A with File

Get (Functions) in FileMaker with Rick and Calvin - Day 2!

7149 - Get (Functions) in FileMaker with Rick and Calvin - Day 2 - https://youtu.be/C61yS39KLE8In this stream, we discuss the myriad of Get (Functions) in FileMaker with Calvin and Richard! There’s

What is FileMaker "Live Training"?

7137 - What is "Live Training"?Daily Open Q&A with FileMaker Experts. Questions about Installation, Upgrading, Purchasing, or How to make FileMaker work for you in your company to incr

How to be a Low Code Hero - Megan - FileMaker

7087 - How to be a Low Code Hero - MeganDaily Open Q&A with FileMaker Experts. Questions about Installation, Upgrading, Purchasing, or How to make FileMaker work for you in your company to increa

Get (Functions) in FileMaker with Rick and Calvin - Day 1!

7148 - LiveStream - 6.14.21 - Get (Functions) in FileMaker with Rick and Calvin - Day 1 - https://youtu.be/T4E7WLv1skUIn this stream, we discuss the myriad of Get (Functions) in FileMaker with Calvin

FileMaker Emergency Star Trek Transporter - Scotty Beam Me up!

7147 - LiveStream - 6.11.21 - FileMaker Emergency Star Trek Transporter - Scotty Beam Me up! - https://youtu.be/dRV09boJImQJoin Jacob Taylor as he discusses using XML export to reconstruct your FileM

The 11 Best Retail CRM Software Solutions to Consider in 2021

The editors at Solutions Review have compiled a list collecting some of the best retail CRM software solutions in 2021 for companies looking to improve the way they convert, retain, and delight their

FileMaker Pro Developer Utilities and EAR Encryption

7146 - LiveStream - 6.10.21 - Developer Utilities and EAR in FileMaker - https://youtu.be/mAI6nhTX-4UUnderstanding FileMaker Pro’s developer utilities, under the TOOLS menu with special emphasis on

FileMaker and MBS Functions Spotlight with Christian Schmitz

7144 - LiveStream - 6.9.21 - FileMaker and MBS Functions Spotlight with Christian Schmitz - https://youtu.be/Fo9MxPtE1tcWe’re back with Christian Schmitz to discuss more fantastic Monkeybread Softw

Qualtrics Announces Four New Customer Experience Solutions

Qualtrics has announced four new solutions to help B2B and B2C companies innovate their digital channels and use a combination of customer feedback and analytics to improve customer acquisitions, eng

Bigin, Zoho’s CRM Platform for Small Businesses, Launches New Features

Bigin, the CRM for small businesses from Zoho, recently launched new features and updates for its platform to coincide with its first anniversary. The latest updates include improved usability, exten

Salesforce Reveals New Innovations for its Digital 360 Platform

Salesforce recently announced a new series of innovations for its Digital 360 platform, which combines Salesforce’s Marketing, Commerce, and Experience Cloud services on a single integrated platfor

Unanet Announces the Launch of a New GovCon CRM Solution

Unanet has announced the launch of CRM for GovCon, a new CRM solution designed for government contractors. The new solution can pair with Unanet’s project-based ERP to provide GovCons with an integ

The 7 Best Marketing Certifications for Professionals to Consider in 2021

The editors at Solutions Review have compiled a list of the best marketing certifications that active and aspiring professionals should consider acquiring. Marketing and CRM professionals are some of

Bitrix24 Launches New Features with its Spring 2021 Update

Bitrix24 has released its Spring 2021 product update, bringing various new features and enhancements to its CRM platform. The update includes new tools like online document co-editing capabilities, s

Key Takeaways: Forrester Wave for Enterprise Marketing Software Suites, Q2 2021

The editors at Solutions Review have read the Q2 2021 iteration of the Forrester Wave for Enterprise Marketing Software Suites report and compiled some of the takeaways worth knowing about. Technolog

Creatio Announces New Updates for its Low-Code CRM Platform

Creatio has announced a new series of updates for its low-code CRM and process management platform. The announcement was made at Creatio Live, where the company outlined the changes version 7.18 wil

IBM Acquires Waeg to Expand its Portfolio of Salesforce Services

IBM has announced that it plans to acquire Waeg, a Salesforce Consulting Partner in Europe. The acquisition will help IBM continue to expand its portfolio of Salesforce consulting services, help the

3 Ways to “WOW” Your Customers and Exceed Expectations

Every customer service manager wants to provide great customer service. Here's 3 ways SuperOffice Service can help you manage your inbox, deliver amazing service and exceed customer expectations.

Outbound Sales: 11 Practical Tips To Find New Prospects In 2021

Outbound sales is a specific approach to selling that relies on unique strategies to find, pitch, and close new customers. If you’re new to outbound sales, then this guide is for you.

What is a Customer Engagement Platform & Why Do You Need One?

In this article, we share what a customer engagement platform (CEP) is, how you and your organization can benefit from it and, 5 important features every platform needs.

How Sales Teams Use CRM Software to Hit Their Revenue Goals

Every sales manager wants to deliver on budgets and have a target driven and focused sales team. Here are 3 ways sales managers can leverage CRM technology by using SuperOffice Sales to create their o

Sales Prospecting and Lead Generation: What's The Difference?

The terms ‘lead generation’ and ‘sales prospecting’ are often used in the same context. Here, we’ll dispel misconceptions and help you build an effective workflow for filling your sales pipe

How a Relationship-led Economy Has Transformed Traditional Marketing

As customers become more highly-informed buyers, it is radically changing the consideration and evaluation phases throughout their purchasing process. In this article, we take a closer look at the rel

SuperOffice v Salesforce: Which CRM is Better For Your Business?

Having the best CRM software is the foundation for the success of your business. But with so many CRM vendors on the market, it’s not an easy task to choose the right solution. In this article, we

12 Ways to Manage Customer Relationships (Without A CRM)

In this article, we share 12 tips for managing your marketing campaigns, coordinating sales efforts, and storing all customer information in one place without turning to an all-in-one CRM.

How To Use Open-Ended Questions To Close More Sales (31 Examples Included)

Wondering why open-ended questions are so important for sales reps? Here’s the answer, along with original research. Plus, we've included 31 great questions to add to your sales scripts.

What's More Buyer-Centric: Sales Funnels or Relationships Funnels?

In B2B/ SaaS, there are 2 powerful strategies to earn trust, loyalty and confidence from your customers. Those two are sales funnels and relationship funnels. Which strategy is right for your business

Apptivo eSignatures

Manage Contracts & Proposals with the First eSignature Solution Built on Blockchain Technology!Leverage Apptivo's eSignature solution to execute Contracts, Proposals, and Quotes from Apptivo's in

PDF Templates with Same Header & Footer - Apptivo

In this video, we show you how to add the header and footer for the PDF templates, this way all the pages of the invoice or estimate will display a uniform header and footer. For more inquiries, plea

Master Layout Designing & Spacing

We walk you through setting up the master layout, things like rearranging fields, adding and deleting fields, types of fields, etc. For more inquiries, please reach out to us at support@apptivo.com.

Importing Contacts in Apptivo

Usually, the first step when setting up your Apptivo account, this is a video that walks through how to format your spreadsheet for an import, how to prepare Apptivo, and how to go ahead and import d

How to bulk delete the Tasks in Apptivo?

Here we demonstrate, how you can delete multiple tasks at a time and avoid hundreds of clicks deleting them individually. For more inquiries, please reach out to us at support@apptivo.com. Thanks for

Apptivo - Choosing the Right Applications

Apptivo is a collection of applications that allow you to streamline the customer journey and improve collaboration within your team. Before setting up the system, it's a great idea to familiarize yo

What is Apptivo?

Apptivo is a powerful sales & marketing tool that is ranked as the #1 most affordable CRM by Capterra. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, campaig

How to Customize Apptivo Homepage

Here we walk you through the steps to customize your homepage, this will be the first step in customizing your Apptivo account. For more inquiries, please reach out to us at support@apptivo.com. Than

Associate Contact activities with the Customer

We walk you through the setup of associating the Contact activities like events, call logs, emails, etc with the Customer record. For inquires reach out to support@apptivo.com. Thanks for watching!

Apptivo - How to configure Apptivo to be easy to use

Have you tried implementing a CRM for your team but the only feedback you received was "It's too hard to use"? This webinar will be a guide to configuring Apptivo to make it easy to use and

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