MarKee Partners: How a simple CRM can help improve your business processes
To help clients, MarKee Partners needs to provide actionable and personalized advice and use a follow-up system. Here’s their success story.
To help clients, MarKee Partners needs to provide actionable and personalized advice and use a follow-up system. Here’s their success story.
Implementing a CRM system in a small business might seem like a daunting task… but it shouldn’t be. If you’ve chosen a simple CRM solution, the implementation process will be straightforward.
In this post, we’ll outline the most important steps that you need to take when introducing a new CRM to your business.
In this guide, we’ll introduce a simple CRM definition and also give a very simple CRM classification that works well for founders, consultants, and salespeople who don’t need a cumbersome tool to manage relationships with clients.
If you’re a small business, you should ask: what is the best CRM system for my business? What CRM can help my business grow and win the race?
Here’s a short guide on how to choose the right CRM and avoid all the most common mistakes.
Choosing the right CRM for your business requires careful consideration. There are multiple solutions available on the market, and it takes some time to find the one that works best for your business.
Besides its existing integrations with Xero and Sage, OnePageCRM now integrates with QuickBooks, one of the leading accounting apps on the market.
In this post, we’ll dive deeper into how this CRM integration can help you improve your invoicing and billing processes and how you can use it in the most efficient way.
A CRM audit is the process of assessing your CRM system to ensure there are no data gaps, all sales processes are efficient, and there are no issues with the system.
Here’s a comprehensive guide on how you can review your CRM system.
OnePageCRM has recently released an interactive Dashboard. You can now easily visualize your sales progress, track KPIs, and monitor team performance.
For those of you who are not familiar with CRM Dashboards, here’s a short introduction to what this tool can do, how it can help your business grow, and what you can use it for.
In the fast-paced business environment, an early start can be a competitive advantage. And with easy-to-use tools, you don’t need detailed instructions, one-hour webinars, or five-page documents to get started.
Sometimes a 30-second video is enough.
And that’s why we’ve been looking forwad to introducing Video Tooltips to OnePageCRM users!
Sales professionals deal with sensitive data every day. And data security has been of great importance to OnePageCRM from the very beginning. So we’ve been keeping up with the latest trends, including two-factor authentication (2FA).
You can now enable 2FA in OnePageCRM.
But before you do this, let’s quickly review what 2FA is and how it complements our existing security settings.