CRM Strategy Insights

See our most recent insights on all things digital marketing. From how-to guides, plugin reviews for WordPress all the way through to some hard-hitting and complex ideas, we try to make sure we have a little something for everyone in the marketing department.

Importance Of Personalized Customer Experience And Ways To Achieve It

Importance Of Personalized Customer Experience And Ways To Achieve It

May 1, 2024

Personalization has become a buzzword in the business world, and for good reason. As competition has increased and the digital...

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How To Create A Client Portal Step-By-Step – Web Guides

How To Create A Client Portal Step-By-Step – Web Guides

November 3, 2022

How To Create A Client Portal In WordPress A client portal is a secure online space where clients can log...

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8 WordPress Client Portal Plugins To Streamline Your Site

8 WordPress Client Portal Plugins To Streamline Your Site

September 17, 2020

A basic WordPress website should provide visitors with an easy way to contact them, whether via a phone number, a...

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Lead Generation Is More Than Just Total Number Of Leads

Lead Generation Is More Than Just Total Number Of Leads

April 2, 2020

An Introduction To Lead Generation: Why Quality Matters A lead, as you probably know, is anyone who might be a...

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CRM Strategy: Keeping Your Contained Data Clean

CRM Strategy: Keeping Your Contained Data Clean

February 8, 2020

Keeping Your Data Clean For Your CRM Strategy The data your company is constantly collecting and (hopefully) analyzing is one...

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The 4 Significant Funnel Metrics You Should Be Following

The 4 Significant Funnel Metrics You Should Be Following

October 24, 2019

Sales Funnel Metrics Are A Key Component to Business Growth The sales funnel is the series of stages that visitors...

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Creating a Funnel Chart to Optimize your Sales Process

Creating a Funnel Chart to Optimize your Sales Process

August 22, 2019

Creating A Funnel Chart To Optimize Your Sales Process Staying competitive within the modern globalized ecosystem of corporate industries requires...

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The Chatbot CRM Revolution: Power of AI

The Chatbot CRM Revolution: Power of AI

August 21, 2019

Incorporating Chatbots and CRM to Propel Your Business Chatbots are novel, AI (Artificial Intelligence) based software robotics systems that have the...

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How Big Does A Business Need To Be Before They Need A CRM?

How Big Does A Business Need To Be Before They Need A CRM?

February 24, 2016

I speak to a lot of small business owners, and often when I ask them what CRM they are using...

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4 Reasons A CRM Trumps Excel Spreadsheets

4 Reasons A CRM Trumps Excel Spreadsheets

February 22, 2016

Using Excel can be a powerful way of collecting and managing data. Whether you are an Excel superstar with all...

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4 Tips For Getting The Most Out Of Your Customer Relationship Management Software [Confessions Of A CRM Ignorer]

4 Tips For Getting The Most Out Of Your Customer Relationship Management Software [Confessions Of A CRM Ignorer]

February 18, 2016

I'm going to start this with a little bit of a confession, I have been neglecting my CRM Probably in...

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