Adaptive Business Services

NOVEMBER 29, 2023

Before there was CRM (Customer Relationship Management), there was CM (Contact Management). While Contact Managers were typically used solely by salespeople, CRM can be used by multiple departments in your organization. Relationship building with contacts will be hampered if not hamstrung. I’m only getting started.

Contact 71

Contact CRM Customer Relationship Management Relationship building 71

Adaptive Business Services

JANUARY 2, 2024

WORKFLOWS Workflows (and Pipelines) represent a process. A common example would be a Lead Qualification Workflow where, if a prospect is qualified, a deal record is then created and that record is moved into a sales pipeline. Individual deal records, generally associated with a contact record, are placed in your pipeline.

CRM 71

CRM Customers Pipeline Contact 71

Martech

FEBRUARY 25, 2022

Platform vendors offer extensive training programs, online communities and strategic consulting services to encourage more comprehensive platform use and create a higher return on marketing automation investments. Keap also supports Automated list management for email engagement monitoring and data migration services.

E-commerce 117

E-commerce B2C Manufacturing CRM 117