Series Posts: CRM Solutions

  • Spreadsheets are not efficient for customer relationship management

    CRM Solutions • April 17, 2018

    Are you currently managing your business’s contacts with spreadsheets? Maybe you’re like one of my two friends here: Friend 1 is the spreadsheet hoarder Friend 1 feels like he’s on top of his business because his whole day is spreadsheets. He has: One sheet for his contacts from his old store One for contacts in…

  • Little Improvements > Big Features

    CRM Solutions • February 24, 2018

    Sometimes it’s the little things that count. What do I mean? Well, the Benchmark CRM is chockfull of enterprise features: Assignment Rules, Automations, Permissions, Sharing Rules, Content Library… the list goes on. But what about the little tiny improvements that make your workflow better every day? We focus on these things just as much as…

  • CRM Solutions: Automate repetitive tasks and emails

    CRM Solutions • November 16, 2017

    In this series, we present a business problem and offer a CRM software solution. Automated Emails Problem: I spend too much time in my software writing the same welcome email to my leads or customers CRM Solution: Create an email template with merge fields that automatically sends a personalized email to your contact or lead…