All posts containing crm


CRM vs Marketing Automation: Which is Best for Your Business?

CRM VS Marketing Automation

This is a guest post by Azat Eloyan. Azat is a digital marketer and mobile marketing enthusiast. With over 5 years’ experience in content marketing and SEO, he believes that valuable and informative content is the key.

He’s currently working as a marketing specialist at SendSMS, which is providing SMS marketing service globally.

We live in a digital-centric world.

There’s no doubt about it.

What’s also true is that the digital space is full of enormous data and content on scales never quite seen before.

According to a report from IBM Marketing Cloud, 90% of the total digital data worldwide was created within just two years, with an upward future trend being almost inevitable.

All this data and content provides a whole host of benefits to businesses, their salespeople, and their marketers. However, before businesses, salespeople, and marketers can truly take advantage of this vast swathe of data and content, they need to manage it correctly.

Which is where CRMs and marketing automation software come in.

But what are the differences between the two? And what will your business benefit from most?

Our digital-centric world doesn’t have to be a confusing digital-centric world.

That’s why, in this CRM vs marketing automation post, I’ll be discussing both CRMs and marketing automation software, how they differ, how they overlap, the benefits that they bring, and what the signs are when your business needs to start using either piece of software.

Navigate through the sections below to get the gist on CRMs and marketing automation software:

Let’s get learning!

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30 Ways to Close More Deals with CRM Integration

CRM Integration

[ Download our Free Ebook ] – Click here to download our free 111 page ebook on “How to automate the tasks you hate at work using Zapier“.

SaaS — the great equalizer.

Thanks to SaaS (software-as-a-service) countless businesses of all sizes have moved to cloud-based apps to solve everyday problems in ways only available before to big companies willing to shell out thousands for software licenses. Smart startups can harness the power and efficiency of larger teams by cutting out the robotic admin work from their processes and zeroing in on what really matters — generating leads, closing deals and keeping customers happy.

Organizing yourself and your team is made so much simpler when the apps you use sync to the cloud. This means the apps are accessible from any device, data coming in and out can be seen by whoever you choose, and apps can integrate with each other, doing more with less human input.

The cloud became the perfect setting for a CRM, and that’s where you’ll find all major products today.

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8 CRM Workflows to Destroy Data Entry and Close More Deals

CRM Workflows

As part of a sales team, you don’t get paid to fiddle around with the CRM. You get paid to close deals. But that can make work stressful for everyone, especially when just keeping the CRM up to date can feel like a full-time job.

It’s time to put an end to data entry, concentrate on running your sales operations more efficiently, and win bigger deals.

So, how do you start doing that?

At Process Street, we’re fanatics when it comes to automation, workflows, and systems.

That’s because we know that the foundation of an efficient business — one with lower running costs and higher output — is a solid set of processes. That’s not just for things like finance and HR. It comes down to the nuts and bolts of how you and the rest of the sales team uses your CRMs.

CRM expert David Young explains:

“Customer interactions that rely heavily on manual processes can be hit or miss. A key benefit of automation is providing a consistent customer experience. Workflow automation allows you to develop standardized response protocols and ensure that they’re followed. A good process, that is consistently followed, will almost always translate to more positive customer experiences.” — CRMSwitch

In this article, I’m going to show you how to spend less time searching, updating, and making sense of the disorganized data inside your CRM.

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The Best CRM for Small Businesses (Cloud / SaaS)

SMB CRM

[ Download our Free Ebook ] – Click here to download our free 111 page ebook on “How to automate the tasks you hate at work using Zapier“.

Most growing businesses will need a CRM (Customer Relationship Management) system at some point in their lives. Taking care of your customers is one of the most important tasks for any business, and a CRM used well is a surefire way to improve this experience.

But how do you know what CRM to use? There are hundreds of products out there with different features and price points that can be confusing for any SMB looking to get started. And if you make the wrong decision from the get go, it can be time consuming and costly to make the change down the line.

As a user of many different CRMs I have some insight into this problem, but if you’re looking for a clean cut answer, I’m sorry to say there just isn’t one…

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5 HR Tips That Veteran People Managers Live & Breathe

5 HR Tips That Veteran People Managers Live & Breathe

HR tips come in all shapes and sizes. However, the best tips are usually given by experienced people managers.

A tip, and an unwritten rule, for working in a Japanese office is that you usually work in silence. When I worked in a Japanese company, my record was working eleven hours without saying a word to anyone. I practiced that task day after day. After sitting in silence for twelve months, I know myself well.

Learning the unwritten rules of any workplace can take time. All experienced HR managers know that. As well as concrete documented processes, you tend to pick up abstract rules during your career. As I progressed in a Japanese office, I discovered other unwritten rules, but for the moment, I’m going to share five unwritten rules we’ve collected from experienced HR experts in this Process Street article.

Here are 5 HR tips you need to know:

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Our Top 10 Picks for the Best Workflow Software Solutions

Business process management software (BPM) can increase company success by 70%. That’s if you’re using a tool that aligns with your business needs. 

With so many options on the market, it can be daunting to pick the right one. Doing a quick Google search will leave you paralyzed because of the endless options available. 

That’s why you’re here. We’re keeping to our promise of ‘the best,’ which is why we’ve rounded up some of the greatest workflow software solutions available to make your choice easier. 

In this Process Street article, we’re talking about all things workflow software solution-related to help you find the perfect match for your company: 

Let’s dive right in! 

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The Small HR Team Onboarding Guide (+6 Free Templates)

The Small HR Team Onboarding Guide (+6 Free Templates)

Smaller teams generally have lower capacity. If you have a small human resources team, you’ll know that already. You’ll also know retention is a big problem – and hits harder – when you have fewer HR employees (and less time).

This post explains how small HR teams can save time when onboarding. We’re built a bunch of custom HR templates for you to use. Learn how Process Street can make optimizing your small HR team a breeze. 

This article covers:

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The 14 Best Job Description Templates that Your Company Needs Today

The best job description templatesWith the estimated cost of $4,129 for a new hire, it’s clear that that empty chair is an expensive one to fill. To make this cost more like an investment for your company than an expense, you want to get your hiring process right. You want to hire the ideal candidate, but where do you start?

At Process Street, we say you start your recruitment process by writing a solid job description. This is no easy task: you have around 14 seconds to convince applicants that your job is the perfect job for them.

Get your job description right and you can draw in the most qualified, skilled and well-fitting applicants. But how do you get your job description right?

We’ve covering what you need to know to start crafting the right job description for your needed role in this Process Street article. We’ve also provided you with 14 of the best job description templates for your company.

Let’s dive in!
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The Top 5 Process Management Tools You Should Already Be Using

The Top 5 Process Management Tools You Should Already Be UsingI really enjoy my free time. I know in some circles that’s basically blasphemy, but there’s no actual benefit to pulling 12-hour days even on weekends. In fact, the longer your workday is, the less productive you are.

Sure – you didn’t choose those long days, but there’s no way you could get through your workload without them.

Well, actually you can.

Effective process management is something every business needs but few even think about. Process management makes work easier and everyone a whole lot happier.

Here at Process Street, we’re all about efficiency and automation. Good process management doesn’t just happen by accident; you have to build it and you have to maintain it.

Fortunately, there are tools for that. I’ll go over our favorite five process management tools that’ll boost your efficiency and productivity – and still make sure you get weekends off.

If you know what you’re after, feel free to skip ahead:

For everyone else, please follow me to our first candidate…
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How To Succeed Where Others Fail: 7 Tech Startup Tips

How To Succeed Where Others Fail 7 Tech Startup Tips

Burkhard Berger is the founder of Novum™. You can follow him on his journey from 0 to 100,000 monthly visitors on novumhq.com. His articles include some of the best growth hacking strategies and digital scaling tactics that he has learned from his own successes and failures.

The tech startup scene is one of the most popular trends that is happening in today’s time, with almost 63,700 startups being active in the US alone in 2021. That trend is only expected to grow as many more entrepreneurs try to get an awesome piece of the pie in the world of tech.

Getting into the startup scene, however, is far from pretty. With almost little or no starting money to kick things off, it can be pretty hard to climb up the ranks to be successful.

The startup world is tough, but the ones that push through and succeed are about to get into an entirely new world of business that can possibly propel them into the following generations forward in the future with their own unique market niche to cater to and support their growth all throughout the journey to becoming full-fledged tech companies.

Now with that said and done, this Process Street post will look over the reasons why tech startups fail – and how you can succeed:

Let’s dive in!
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