Category Archives: Knowledge

CRM for Restaurants

The restaurant industry heavily relies on human interaction and connection. Although customer relationship management is at the core of any restaurant business, most tend to shy away from adopting a CRM system. Try and imagine a solution that will allow your business to be smarter and help you provide a more personalized experience to your customers while integrating seamlessly into your existing processes and practices. Does all of this sound too good to be true? Well, here are five ways a CRM solution will help you turn this into reality.

Why a Successful Real Estate Agent Needs CRM

Did you know that there are many real estate agents out there who still don’t use a CRM? This is incredibly perplexing for an industry where the expression ‘Time is money’ truly holds true. Even if you are doing well for yourself right now, you can always do better with a CRM. Here are 4 ways a CRM can help you increase your income per hour while providing more value to your clients and business.

13 Reasons Why CRM is a Success for Small Business and SMEs

Customer relationship management (CRM) enables small business owners to tackle operational challenges, including sales decline, high client attrition, and misalignment between corporate revenue targets and salespeople’s commission policies. If you are a small business owner, there are several ways a client tracking tool can positively affect your bottom line; check out our top five.

The Need for “Lead Score” in CRM

The lead score gives an estimate of how likely a particular lead can be converted to a customer based upon information from conversations and interactions with your customers. Lead scoring rules help to prioritize leads, contacts, accounts, and deals based on record properties, fields, and customer touch points such as calls, emails, social media, etc.

GDPR: Your vTiger Community Version Getting Ready With It?

The General Data Protection Regulation (GDPR) is a regulation adopted by the EU Parliament and Council that protects the personal data of EU citizens. It was passed into law in May 2016 and will be in full force starting May 25, 2018.

Why CRM is More Than Just a System

Many organizations in the B2B industry are understandably baffled by the broadly bandied phrase CRM. What does it mean?

Pricing Guide: Customer Relationship Management

Customer relationship management software can range from a simple contact management system to an enterprise database with thousands of records. As such, CRM prices vary drastically, from free to hundreds of dollars per user. Use this guide to determine which systems best fit your CRM budget, and click on the columns to sort your options. For more details about each CRM, click here to read user reviews and compare features. For a complete list of customer relationship management solutions.