Tips and Tricks

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5 Quick SEO Tips for More Website Conversions

April 9, 2021

There are hundreds of factors to stay on top of, so it’s no wonder many companies employ full time SEO roles. However, not every business is so lucky. If your teams are looking to boost website conversions ASAP, try these 5 quick SEO tips.

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SEO tips
Blog

The Worst Advice You Can Hear About Buying Business Software

April 7, 2021

Even I, who work in this field, had a hard time writing a blog comparing document automation systems. I scoured review sites and product web pages searching for answers on what these products could and could not do, only to find the information was scattered and not directly comparable. The whole…

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buying business software
Blog

5 Strategies to Improve your Small Business’ Profit Margins

March 11, 2021

A business’s net profit margin is one of the most important profitability metrics that you should track when running a business. This metric is helpful when it comes to answering questions like whether your company is making money or you’re pricing your products right.

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profit margins
Blog

Customer Data in CRM Systems: Compliance in Three Steps

December 7, 2020

The regulatory landscape has become increasingly complex over the years, leaving companies with a number of requirements to meet and hefty fines in cases of non-compliance. So, here are the key rules to keep in mind when retaining customer data in CRM systems.

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CRm data compliance
Blog

What’s the Difference Between Configuration and Customization?

October 22, 2020

When it’s time to implement the new solution, you’ll have to make some decisions about configuration and customization options. Although they may appear to be similar concepts, they have two very different meanings. In this post, we’ll discuss the differences between configuration and customization…

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configuration vs. customization
Video

Leveraging Marketing to Increase Sales in Uncertain Times [FULL RECORDING]

September 16, 2020

Together with marketing powerhouse, HubSpot, we’ll discuss how to leverage marketing strategies to attract good fit prospects, build credibility and trust, and nurture qualified leads to acquire more customers and increase revenue and retention during times of economic uncertainty.

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Blog

How Does CRM Help Increase Customer Satisfaction?

July 29, 2020

The right strategies implemented through that CRM are the real key to unlocking more customer-centric, streamlined processes and insights. In this post, we’ll discuss factors that contribute to customer satisfaction and a few ways that CRM can help increase those satisfaction rates.

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customer satisfaction
Blog

Learning From Lost Sales & Tips for Preventing More

April 20, 2020

Businesses and consumers are tightening their purse strings and they navigate the uncertainties of each day. In such an unprecedented time, what can we learn from lost sales? What can we alter or adapt to speak to the moment and keep prospects engaged in the buying process? In this post, we’ll…

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tracking lost sales
Blog

How to Remove the Feed Tab in Creatio

March 31, 2020

In most cases, the feed tab in Creatio can be modified or removed from the layout by using the appropriate toolbar items in the tab area.

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Creatio tips
Blog

Top 7 Business Strategies to Manage the Looming Recession in Coronatimes

March 27, 2020

With mass shutdowns becoming the new norm, coronavirus-led recession is right at our door. So, no matter what, businesses all over the world will have to really roll up their sleeves and work on their do-or-die strategies if they ever wish to recover from this downturn, which is being considered…

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Business Strategy
Blog

5 Effective Tips to Prevent Phishing Attacks in Your Company

January 2, 2020

Phishing attacks continue to be the prevalent source of nefarious online activity that puts businesses as well as personal computers at risk. Essentially, a phishing attack denotes a fraudulent attempt to obtain your sensitive information, or the customer information you store on your servers,…

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avoiding phishing attacks
Blog

5 Extraneous Business Expenses and How to Eliminate Them

November 18, 2019

These financial leaks can put a big dent in your budget over the course of a year, and might even prevent you from achieving your goals or executing your growth strategy. So today, let’s take a look at the five business leaks you need to fix, as well as some of the most cost-effective ways to…

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business expenses
Blog

Leveraging Machine Learning Using CRM Data

November 5, 2019

It comes as no surprise that CRM systems are fantastic platforms for organizing and storing customer information. But these days, they need to be so much more. Machine learning and AI applications are the new must-have CRM features. Many of the top CRM providers are offering these capabilities pre-…

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machine learning with CRM data
Blog

11 Ways Your Small Business Can Avoid The Summer Slump

August 12, 2019

Hosting meetings offsite, establishing “summer hours” that close the office early daily (or even just on Fridays!) are just a few simple ways you can keep employees engaged this summer. Keep reading to discover 11 ways your business can avoid the summer slump from Fundera.

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avoid the summer slump
Blog

Expert Marketing Tips for the Small Business Owner

July 30, 2019

Marketing and managing customer relations as a small business may seem a daunting and expensive task. But it doesn’t have to be so. The following expert tips specifically for a small business owner offer proven strategies you can apply immediately to start reaching out to your customers.

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small business marketing