Snapforce Blog: CRM Articles & Guides

How to Measure Sales Agent Performance in Your CRM

Written by MICHAEL MORRIS 04/30/2021

Here are three CRM reports that will help any sales manager measure sales agent performance, they include the sales pipeline report, probability report, and talk time report.

What is Mortgage CRM Software? Full Guide & Explanation

Written by JENELLE DEMARCO 04/20/2021

Mortgage CRM software is a tool built for mortgage companies to manage their sales cycle prior to loan origination, managing the sales workflow from new leads, pre-quals, and automating borrower communication.

Salesforce Pricing is Too Expensive: Best CRM Alternative

Written by MICHAEL MORRIS 04/15/2021

Is Salesforce CRM pricing too expensive? Salesforce pricing is seven times more expensive than other competitors that offer the same features and CRM functionality.

8 Sales Terms All Sales People Should Know

Written by MICHAEL MORRIS 04/10/2021

The 8 sales terms that every sales person should know, for job interviews, when speaking to a lead or customer, or to expand your knowledge in today's SaaS sales industry.

How to Improve Customer Retention in Your Business

Written by JENELLE DEMARCO 04/05/2021

Customer retention is the ability of an organization to keep their customers and not lose them as a paying client. Learn how to improve customer retention for your business with tips and personal experiences.

How to Use CRM Software for Customer Support

How to Use CRM For Customer Support

Written by JENELLE DEMARCO 04/01/2021

Learn how to use your CRM system for customer support, we explain the different support features and how to build a customer support workflow into your CRM system.

3 Call Center Software Features to Increase Sales

Written by MICHAEL MORRIS 03/29/2021

Learn how to increase the performance and sales of your call center with these three call center software features. Local Presence Dialing, Call Monitoring, Coaching and Barging, and Voicemail Drops.

How to Guarantee Your Emails Never go to Spam

Written by JENELLE DEMARCO 03/24/2021

There are ways to prevent your email from going to spam, read three email verification methods to avoid your sales and marketing emails from ending up in the spam and junk folders of your customers.

CRM Adoption: 5 Ways to Ensure Employees Use Your New CRM

Written by MICHAEL MORRIS 03/23/2021

CRM adoption is a critical part of deploying a new CRM software, read five ways to ensure your employees use your new CRM system.

5 Best CRM Integrations to Enhance Your Business

Written by MICHAEL MORRIS 03/20/2021

These are the five best CRM integrations to optimize your business, each CRM integration connects to your favorite third-party service to keep all of your company data synchronized and in a single place.

How to Manage Your Sales Data With a CRM System

Written by MICHAEL MORRIS 03/18/2021

Learn how to manage your sales data effectively with a CRM system. Utilize sales reports, dashboards, and sales forecasting features in your CRM system to easily manage your sales data from anywhere in real-time.

6 CRM Security Features You Should Be Using

Written by JENELLE DEMARCO 03/16/2021

CRM software security is an important part of keeping your data secure, these are six features all CRM systems provide that you can enable and protect your CRM system immediately. These features include implementing a passwor

Pipedrive Pricing is Too Expensive: Best CRM Alternative

Written by MICHAEL MORRIS 03/15/2021

Is Pipedrive CRM pricing too expensive? Pipedrive pricing is four times more expensive than other competitors that offer the same features and CRM functionality.

5 Ways to Use Your CRM to Generate Leads

Written by MICHAEL MORRIS 03/14/2021

Read about five ways to use your existing CRM system to generate more leads for your sales team. These ideas include crm web forms, sms marketing, email campaigns, creating surveys, and live chat tools.

7 Ways to Get More Out of Your CRM System

Written by MICHAEL MORRIS 03/14/2021

Seven features you should take advantage of to get the most out of your CRM software system. CRM web forms, two-way mail sync, automatic report delivery, workflow automation, and more.

Insightly Pricing is Too Expensive: The Best Priced CRM Alternative

Written by JENELLE DEMARCO 03/13/2021

Is Insightly CRM pricing too expensive? Insightly pricing is eight times more expensive than other competitors that offer the same features and CRM functionality.

What is Marketing Automation Software? Full Explanation & Guide

Written by MICHAEL MORRIS 03/11/2021

Marketing Automation Software is a cloud or on-premise system an organization uses to automate and manage marketing activities such as drip campaigns, email campaigns, sms campaigns, and social media outreach.

What is Sales Force Automation Software? Full Explanation & Guide

Written by MICHAEL MORRIS 03/10/2021

Sales Force Automation Software (SFA) helps automate parts of the sales process, and streamlines the sales workflow. SFA software also performs manual data entry, such as logging notes and calls of sales people.

How to Build a Sales Cadence With a CRM

Written by MICHAEL MORRIS 02/28/2021

Learn how to build a sales cadence with a CRM software. This is a how-to style tutorial with step by step instructions to help build a real sales cadence in your CRM.

How to Use CRM Software

Written by MICHAEL MORRIS 02/25/2021

Understand how to use CRM software with complete explanations including how CRM works, and a breakdown of the standard sales workflow all CRM systems follow.

Maintain the Best CRM You Can

Written by MICHAEL MORRIS 02/24/2021

How to maintain the best CRM you can, with information on simplifying your CRM, preventing and removing duplicate data, and automating manual processes.

Snapforce Announces the Launch of its New Chat Feature

Written by MICHAEL MORRIS 07/09/2018

Snapforce announced the launch of its new chat feature today. This feature, which has been largely requested, is expected to greatly improve internal company communication.

Snapforce Launches Quickbooks Online Integration

Written by JENELLE DEMARCO 12/06/2017

Snapforce, the software-as-a-service company that helps businesses manage customer relationships, today released a third party integration with Quickbooks Online, the world-wide leaders in accounting software.

Elastic Email & Snapforce Announce Integration of Services

Written by JENELLE DEMARCO 12/08/2016

Snapforce CRM will now offer an integration with Elastic E-mail! Snapforce Campaigns Module will automatically use your current Elastic Email Account as the delivery engine.

Electronic Signature Service With Snapforce CRM

Snapforce CRM Releases RightSignature Integration

Written by JENELLE DEMARCO 10/18/2016

Snapforce CRM releases integration with electronic signing service RightSignature. Send, receive, and store signed documents without leaving the CRM interface.

Tips on How to Handle an Irate Customer

Written by MICHAEL MORRIS 07/22/2016

Working in customer service can be easy and rewarding when someone calls with a compliment or simple problem to solve. Customers get rude or angry for a variety of reasons. Here are some tips on how to go about handling an ir

Great Customer Service Leads to Long Term Customers

How to Obtain Forever Lasting Customers

Written by JENELLE DEMARCO 06/10/2016

Customer loyalty and satisfaction are vital to a thriving business, here are a few ways to keep your customers long-term, happy and satisfied.

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