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CRM Article: Voice Assistants in CRM: A Game-Changer for Modern Customer Engagement
CRM ARTICLE Voice Assistants in CRM: A Game-Changer for Modern Customer Engagement SmallBizCRM Staff – April 29th 2025 Voice technology has moved beyond novelty to become a fundamental part of everyday life. The surge in usage of smart speakers, smartphones, and voice-driven applications signals a significant shift in how people…
Article: Elevating Sales Forecasting with AI-Powered Tools
ARTICLE Elevating Sales Forecasting with AI-Powered Tools SmallBizCRM Staff – April 29th, 2025 Sales forecasting has long been a fundamental element of business strategy. It informs everything from budgeting to staffing to inventory management. However, a traditional forecasting methods—often reliant on…
CRM Article: Why Sales and Marketing Alignment is Essential for Business Growth
CRM ARTICLE Why Sales and Marketing Alignment is Essential for Business Growth SmallBizCRM Staff – April 25th, 2025 Why Sales and Marketing Alignment Matters Sales and marketing alignment is crucial for business growth. It ensures that both teams collaborate effectively towards shared goals and objectives. This…
CRM Article: Ensuring Longevity: Why Employee Retention is a Strategic Imperative for Law Firms
ARTICLE Ensuring Longevity: Why Employee Retention is a Strategic Imperative for Law Firms SmallBizCRM Staff – April 23rd, 2024 In the relentless pursuit of excellence and success, law firms are engaged in a high-stakes battle – not just in the courtroom, but in talent retention. The legal services industry, known for its…
The Perfect CRM Fit: Tailored Solutions for Small Businesses by Industry – Financial Services
The Perfect CRM Fit Choosing a CRM for Financial Services SmallBizCRM Staff: April 16th 2025 The Perfect CRM Fit: Choosing a CRM for Financial Services For small financial services firms, selecting the right CRM (Customer Relationship Management) system is key to optimizing client management, improving task organization, and…
Case Study – Accounting Consultancies – Rehmann uses Katana
CASE STUDY Accounting Consultancies Rehmann Enhances Advisory Services with Katana Inventory Software Rehmann, a leading advisory and professional services firm, supports manufacturing businesses across Michigan, Ohio, and Florida with more than just tax and audit services. With a growing need for automation and real-time insights in…
CRM Article: The Power of CRM Integration with Other Business Technologies
CRM ARTICLE The Power of CRM Integration with Other Business Technologies SmallBizCRM Staff – April 22nd, 2024 In business technology, Customer Relationship Management (CRM) systems have become more than just digital filing cabinets for customer data—they’re the nerve centers of meaningful customer engagement. But here’s the…
Case Study – SaaS – ProfitWell uses Proof Experiences
CASE STUDY SaaS How PofitWell Boosted Blog Leads by 162% with Personalized CTAs Using Experiences The Challenge ProfitWell, a leader in pricing strategy for SaaS companies, had no easy way to showcase the right content to each blog visitor. Despite having an impressive library of videos, ebooks, and guides, they were missing an opportunity…
CRM Article – Demonstrating Empathy: The Secret Ingredient in Life Insurance Sales Success
CRM Article Demonstrating Empathy: The Secret Ingredient in Life Insurance Sales Success – SmallBizCRM Staff – April 13th, 2025 Transparency and product knowledge are important in life insurance sales—but they’re not enough. To really connect, agents need empathy. And in an industry that deals with life, death, and everything…
CRM Article – Crisis-Proofing Growth: How a CRM Can Help in Tough Times
CRM Article Crisis-Proofing Growth: How a CRM Can Help in Tough Times – SmallBizCRM Staff – April 13th, 2025 Economic downturns come without warning and often leave small and mid-sized businesses scrambling to adapt. Revenue slows. Customer behaviors shift. Resources tighten. But those who come out stronger often have one…