How to create a case from an email?

How to create a case from an email?

Before we explain how you can create a case from an email, let’s briefly explain the importance of a case in the CRM context. During your day-to-day interaction with leads, contacts and other records, you may and will need to address and solve various problems. Any time a lead or contact experiences trouble like getting […] Read More
What customers says about using Flexie CRM experience

What customers says about using Flexie CRM experience

Jonathan Asbell from Property Under The Palms – http://propertyunderthepalms.com is doing a short and general review about his experience using Flexie CRM. Overall what I like about Flexie is the platform is solid, dependable, and well organized it is the only platform that had all of the features I was looking for support is very […] Read More
How to write emails that get opened and read

How to write emails that get opened and read

Writing emails seems like the easiest thing in the world. Anyone can do it, right? Well, while everyone who’s computer literate can send an email, not everybody can write email that don’t end up in the trash. Writing an email is easy; coming up with an email that is actually opened and read, that’s the […] Read More
How you can turn your CRM into a lead generating machine

How you can turn your CRM into a lead generating machine

Almost everyone can generate leads. Companies do this all the time with varying degrees of success. The question is: do they generate quality leads? Most importantly, do they turn leads into lifelong customers and brand advocates? After all, what’s the point in generating thousands upon thousands of leads if none of them are converted into […] Read More
How you can build an effective CRM consulting practice

How you can build an effective CRM consulting practice

There was a time when implementing a Customer Relationship System (CRM) used to be time-consuming and expensive. Entire teams would dedicate their time and energies to implementing and ensuring that the CRM worked as predicted.  That was before the introduction of SaaS (Software as a Service) and cloud technology later on. Now it is possible […] Read More
How to build a successful CRM strategy

How to build a successful CRM strategy

Implementing a  Customer Relationship (CRM) system without a proper business strategy is like navigating an ocean on a pitch dark night sky without a compass: you don’t know where you’ll end up. A CRM is a piece of technology which, used the right way, can help you reach and even exceed your goals. Many companies […] Read More
Importance of having a customer success manager for your CRM service

Importance of having a customer success manager for your CRM service

What is that one thing that separates successful companies from those who are just keeping their heads above water? Is it a remarkable product? Amazing customer experience and support? More resources to devote to research and marketing? Having a great product helps, but it’s not a guarantee of future and long-lasting success. An amazing customer […] Read More
5 best ways to get valuable feedback from your customer

5 best ways to get valuable feedback from your customer

Have you ever wondered why some companies offer an amazing customer experience, while others lag behind? Is it because they have unlocked the key to customer satisfaction? Is it because they have more resources to devote to research and marketing? While some companies certainly do have more resources, something else is at play here. Something […] Read More
5 ways a CRM can help small businesses thrive

5 ways a CRM can help small businesses thrive

“There is only one boss. The customer. And he can fire everybody in the company from the chairman on down, simply by spending his money somewhere else” Sam Walton, Walmart’s founder, was a man ahead of his time. His prescient insight customer relationship management was second to none. Customer satisfaction is the epitome of a […] Read More
The building blocks of a CRM sales pipeline

The building blocks of a CRM sales pipeline

Sales are at the heart of every business. They are the lifeblood of every organization. You may have the most innovative product in the market, offer the best service in your industry- but if you don’t capitalize on your best assets, if you don’t increase sales, your organization won’t get every far. Because, as the […] Read More
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