FreeAgent CRM

Visit our new website at https://servis.ai to see all of our latest innovations and to schedule some time to connect with our team for a demo! Take your business operations management game to the next level. #servisai #BizOps #AI #SoMuchMoreThanCRM #Voice

The future is now. Welcome to servis.ai. #servisai #worksbetter #ai #enterprisesoftware #crm #businessoperations

Today, CRM software is more important than ever. In fact, more than 90% of companies with more than 11 employees use one. Want to see what all the fuss about? Let's talk. https://lnkd.in/gx-YGhRf #crm #worksbetter

Check out 𝗪𝗵𝗮𝘁'𝘀 𝗡𝗲𝘄 @ 𝗙𝗿𝗲𝗲𝗔𝗴𝗲𝗻𝘁 this month💥 Activity Roll-Up rules enable you and your team to automatically share: ⚡ Notes ⚡ Emails ⚡ Phone Calls And more! Share across Contacts, Accounts, Tickets and all your other Apps. With FreeAgent collaboration is faster and easier than ever. To learn more, check out 𝗪𝗵𝗮𝘁’𝘀 𝗡𝗲𝘄 @ 𝗙𝗿𝗲𝗲𝗔𝗴𝗲𝗻𝘁 – 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟮𝟬𝟮𝟰 in the comments below ⬇️ #crm #newfeatures

When evaluating sales performance, context matters. For example, knowing the length of your sales cycle is a valuable sales metric, but on its own, it doesn’t really tell you much about your sales efficiency. Seeing how the length of your sales cycle compares to that of your competitors, however, gives you the context you need to evaluate your sales efficiency more accurately. Check out our article in the comments below ⬇️, 𝗨𝘀𝗶𝗻𝗴 𝗦𝗮𝗹𝗲𝘀 𝗕𝗲𝗻𝗰𝗵𝗺𝗮𝗿𝗸𝘀 𝘁𝗼 𝗘𝘃𝗮𝗹𝘂𝗮𝘁𝗲 𝗦𝗮𝗹𝗲𝘀 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲, to learn how to find sales benchmarks and turn them into performance insights. #sales #salesdata #benchmarks

Not all leads are created equal. That's where lead scoring comes in. Lead scoring can help you nurture customers according to their needs, leading to: 💥Increased revenue 💥Increased sales efficiency 💥Increased marketing efficiency Learn how to implement lead scoring as part of your sales strategy in the comments below ⬇️ #crm #leadscoring

Not sure who needs to hear this, but: A '360-degree customer view' isn’t just about collecting data. It’s about unifying it in a coherent manner to improve the customer experience at all levels. But how are business managers currently going about this task? 💥 Custom code 💥 Manually 💥 APIs Let's dig into each one: 👇🏽 💥 Custom code With this approach, companies pay developers and integration specialists to write code that collects and standardizes data across different sources. Data integration through custom code is expensive, time-consuming, and neither scalable nor easy to maintain. If one data source changes, for example, you have to update the code that links that source to your database. 💥 Manually Staff members collect, organize, and present data from disparate sources in one place. Think updating sales orders in Excel every day, or trawling through emails to find invoices and update payment data. 💥 APIs APIs (Application Programming Interfaces) allow software tools to talk to each other in a common language. Using APIs, software tools automatically pull and update data as needed. Think of the API approach as a hub and spoke model, with your data repository in the middle pulling data from each source through APIs. Learn how to use APIs to integrate your customer data for better business visibility in the comments below ⏬ #customerdata #dataintegration #crm

CRM is designed to improve customer communication and engagement. Being able to address customers through the communication channels they prefer is a big part of that. This has seen a rise in CRM platforms with texting and SMS functionality. Our article, 𝗖𝗥𝗠 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝘀 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁: 𝗧𝗲𝘅𝘁 𝗠𝗲𝘀𝘀𝗮𝗴𝗶𝗻𝗴 𝗮𝗻𝗱 𝗦𝗠𝗦, can help you get the most out of these tools and the many benefits they provide. Check it out in the comments below ⬇️ #crm #crmfeatures #sms #textmessaging

Effective CRM reporting generates distilled insights that lead to better sales performance. We made a list of 6 best practices to improve your CRM reporting. ⚡Get granular ⚡ Tie metrics to goals ⚡ Leverage CRM training ⚡ Automate your reporting ⚡ Maintain CRM data hygiene ⚡ Use visualization in your reporting To learn how to implement these best practices into your business processes, check out our blog in the comments below ⬇️ #crmtools #crmanalytics

If you want to compete in the information age, then you need to understand the importance of marketing and sales analytics and have the tools in place to use them. We can help. Our article, 𝗖𝗥𝗠 𝗕𝗮𝘀𝗶𝗰𝘀: 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗲 𝗗𝗮𝘁𝗮 𝘁𝗼 𝗗𝗿𝗶𝘃𝗲 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 𝘄𝗶𝘁𝗵 𝗖𝗥𝗠 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀, has insights into the strategies that can help you get the most out of your data. Check it out in the comments below ⬇️ #data #dataanalytics #salesanalytics #marketinganalytics