CRM

Roles hierarchy and access controls protect your data in two ways: by restricting access to unauthorised data and by protecting your data from prying eyes. Learn how you can implement these modules of CRM security in your business and keep your data accessible, yet secure.

Sales activities have a direct influence on sales performance. In this blog, learn how to qualify and nurture the leads, and increase your sales manifold by managing the activities effectively.

With the powerful integration functionality of CRM, experience the seamless connection between CRM and your favourite business applications. Read this article to know everything about CRM system integration and how it can benefit your business.

Simplify the process of capturing leads. Build, design, customise, and integrate the web forms into your website, social media channels, etc. as per your business requirements. Learn how web forms can help you with high intent lead generation.

Let us demystify sales pipeline management for you. We will answer what is the sales pipeline, how to build a solid sales pipeline, and how to manage its health and much more.