CRM Resources - Guides, Tips, eBooks and Videos

Explore everything from the Basics of the CRM concept to advanced CRM solutions.

CRM Essentials

What is CRM?

A comprehensive beginner's guide to the concept of customer relationship management (CRM).

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CRM‌ ‌Glossary‌

If you are new to the CRM domain, you must know these CRM terms and their meanings.

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Does your Business Need CRM?

Businesses need to evaluate their operational model before scanning the market to purchase the ideal CRM system.

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How CRM Works?

Investing in a full-featured CRM software can help businesses leverage many powerful features.

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Benefits of Using CRM

Find out the primary ways in which CRM can boost bottom-line results.

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How to Choose a CRM?

Assess business requirements with key stakeholders to make an informed decision on selecting CRM.

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How to Implement and Use CRM?

Businesses will need to support staff members to ensure a smooth implementation of the CRM system.

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Evolution of CRM

Learn about how CRM evolution has taken many directions back from the 1950s to the modern CRM systems; and their future.

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What is Mobile CRM?

An app that enables operating your CRM software on the go, it's all about mobility.

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CRM eBooks

CRM Buyer's Guide

This guide helps you understand the nitty gritty of CRM evaluation and selection process.

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How to choose a Free CRM

This eBook gives you an overview of what options you have when it comes to FREE CRM solutions.

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9 reasons to switch from spreadsheets to a CRM

Download this mini eBook today to learn why you need to move to a comprehensive and easy to use CRM.

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CRM Dimensions and Classification

Analytical CRM

Analytical CRM offers analytical capabilities that help businesses in forecasting, scaling, and improving customer relationships.

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Operational CRM

Operational CRM is mainly concerned with the processes that businesses can leverage to ensure customer satisfaction and retention.

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Collaborative CRM

Collaborative CRM helps improve inter-team communication in businesses with effective coordination between employees.

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Videos

CRM Products

Free CRM (Cloud)

Free CRM is a great way to accustom oneself to the powerful benefits that CRM software offers.

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Sales CRM

Software that helps you grow sales: Engage with customers, manage opportunities, collaborate in real time, etc.

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All-in-One CRM

Vtiger One for complete business automation. Manage, integrate, automate, and optimize sales, marketing, etc.

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Open Source CRM

Vtiger is a well-known on-premise with more than 5 million downloads to date with zero commercial license fees to use.

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Mobile CRM App

CRM software to track real-time customer information from your mobile device. Manage your deals and make significant decisions at your fingertips.

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CRM Solutions

Small Business CRM

A CRM that's affordable, easy-to-use, and customizable to suit the needs of your business.

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CRM for SaaS Companies

A customizable CRM that enables SaaS companies to boost lead volumes and automate tasks.

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Insurance CRM Software

Manage marketing campaigns, policy sales and renewals, customer service, and retention on a single platform.

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Real Estate CRM

Manage property inquiries, interact with buyers, manage property listings, schedule site visits, and nurture leads.

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CRM For Sales Teams

Helps sales teams to automate time consuming tasks, provide insightful analytics that enable teams to close deals faster.

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CRM For Startups

Vtiger is an easy-to-use and scalable CRM that works perfectly for startups by saving you time and money.

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