What components make up a successful CRM strategy for SaaS? How do you even decide which CRM you should choose? Join us as we do a deep dive into all these and more. You’ll come away from this guide with insights, actionable takeaways, and a comprehensive overview of how to go about choosing the right CRM for your SaaS business.
Capture leads and enquiries from website, social media, emails, phone calls, and events.
Auto-assign leads to sales reps based on territory, deal size, language, location and other parameters.
Boost your lead engagement with email and SMS campaigns. Get notified if a lead opens an email campaign. Later, analyze open rates, clicks, bounces and unsubscribes to improve your messaging and targeting.
Schedule meetings from your online meeting link, and skip the back-and-forth emails. Automatica appointment reminders reduce chances of a no-show.
Use the mobile app to plan & manage in-person meetings with navigation, check-in, and time tracking.
Collaborate and work together with other users on deals, using on-deal @mentions, and built-in chat.