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Top 27 Small Business Tools to Boost Productivity

Salesforce

For sales and service teams, customer relationship management (CRM) software is an essential part of the puzzle. Look for tools that can integrate seamlessly with other programs you frequently use such as email, CRM software, accounting, and e-commerce platforms. Chamber of Commerce. Back to top. ) Marketing 20.

Product 89
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3 Reasons Why Einstein 1 Is a Game-Changer for Small Businesses

Salesforce

Einstein 1, our complete portfolio of products and services, can help. You can create a holistic view of every customer no matter what your product or service is, improve productivity no matter what size team you are, and scale faster no matter where you are in the process. So, what does Einstein 1 mean for small businesses?

Gaming 52
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Sales Invoices: What You Need to Know to Get Paid On Time

Salesforce

A sales invoice is a document issued by a seller to a buyer, detailing the products or services sold, quantities, prices, and payment terms. Back to top ) Sales invoice vs. service invoice A service invoice requests payment for a service performed by the seller. What you’ll learn: What is a sales invoice?

Finance 104
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Simple Steps for Creating Your First Sales Funnel

ClickFunnels

There are two types: Lead generation pages are all about getting people to fill out a form with their contact info so you can follow up with them later. They help turn interested visitors into actual buyers by providing more details about your product or service and convincing them to make a purchase. Try ClickFunnels for Free Today!

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13 Ways Sales Cloud, Revenue Cloud, and Agentforce for Sales Are Helping You Sell More, Faster

Salesforce

Sales Development Enhancement: Nurture Contacts & Person Accounts When it’s available: April 2025 What it does: Reaches out to existing contacts for upsells and cross-sells using contact and person accounts from opportunity records. Use filtering settings to customize the display. I can unsubscribe at any time.

Sell 83
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Pipedrive vs HubSpot CRM: Features, pricing, and more

PandaDoc

It includes robust sales tools that integrate with marketing automation, customer service features, and content management. HubSpot is built with a broader scope, meaning it has robust features for sales, marketing, service, and ops. But if you’re looking for a broader platform that can support sales, marketing, service, etc.,

CRM 52
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An Essential Guide to Using the MEDDIC Sales Framework

Salesforce

Attracting qualified prospects — companies that are a good fit for your product or services — is more important in B2B (business-to-business) sales than earning a large number of leads. This provides insight into a prospect’s needs so you can zero in on qualified buyers who are a good fit for your product or service.