[ad_1] Pipeline management is crucial for small businesses looking to scale and grow. HubSpot offers a comprehensive system to manage sales pipelines (through HubSpot Sales Hub) that’s both incredibly easy to use and equally powerful—a rare combo in our experience. We started testing the pipeline by adding some of our affiliate marketing deals at Small…
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[ad_1] Pipeline management is what Pipedrive focuses on first and foremost. Pipedrive provides a simple, visual way to track, manage, and customize your pipelines. Let’s go through our experience using Pipedrive’s pipeline management (to give you a better idea). To begin, we clicked the “+ Deal” button (shown below). From there, we were able to…
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[ad_1] Task management is a feature that seems simple on paper but, in practice, can make or break your business. If you can’t keep track of your tasks, you’ll quickly lose sight of what needs to get done and when. Luckily, EngageBay CRM provides some straightforward and helpful task management capabilities. Let’s walk you through…
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[ad_1] Contact management is the foundation of any CRM worth its salt, and Pipeline CRM doesn’t disappoint. Whether you want to add leads or customers, the process is incredibly straightforward. Plus, there’s a ton of customization options available for each contact. The user-friendly interface allows you to add, update, and organize your contacts into different…
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[ad_1] First, you need to understand how your LLC is taxed. By default, an LLC is considered a “pass-through” entity for tax purposes. This means that the profits and losses of the business pass directly to the owners, who report them on their individual income tax returns. There’s no separate federal income tax for the…
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[ad_1] EngageBay’s contact management feature stands out to the SBB team as a robust and intuitive solution for SMBs. One aspect of EngageBay’s contact management that stands out is the ability to create and customize fields according to specific business needs. Check out how creating a custom field looked (during our six months of testing…
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[ad_1] Lead qualification determines the likelihood of a prospect buying your products or services. But why is this beneficial? Some advantages of lead qualification include the following: Understand prospects more It saves time AND money Build stronger customer relationships Increase conversions Let’s look at these benefits in greater detail! Helps to Understand Your Prospects Better When…
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[ad_1] Within the last decade, Chatbots have become increasingly popular and effective tools for providing customer support. This is why we were excited to test EngageBay’s chatbot feature during our three months of testing. The good news? We were impressed with what Service Bay had to offer! EngageBay Service Bay offers a comprehensive chatbot builder…
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[ad_1] One of the key features of HubSpot’s Marketing Hub is its robust email marketing capabilities, which are chock-full of advanced marketing automation capabilities. This makes it easy to create and send professional, targeted emails that align with your company’s brand and objectives. Moreover, HubSpot offers a collection of helpful templates (shown below). These templates…
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[ad_1] Lead conversion strategies are crucial for any company. Your team can implement more effective lead nurturing with the right tactics and enjoy more sales. Some of the best ways to convert leads include the following strategies: Lead scoring Lead nurturing Utilizing social proof Retargeting campaigns Optimizing lead capture Behavior automation In this section, I’ll explain…
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