Blog

6 Signs a Small Business Needs CRM

This has been reposted from InfusionSoft CRMs blog by Joseph Manna. There are times when keeping Post-It notes doesn’t cut it for sales tracking. And there are times when using a solution like Salesforce is overkill. To ...

Info-graphic: The Most Important Online CRM & Social CRM Applications

Take a look at this info graphic below. It locates some of the most important solutions in this space on a map and uses publicly available information to explain how they vary in terms of company size, popularity, social media ...

Infographic: The Social Media Cheat Sheet for Small Business

At first, getting involved in social media can be a little bit overwhelming and time-consuming. Below is a quick start guide that covers some of the most popular social media platforms for small businesses.

Email Marketing or CRM? Which is right for my Business?

Once you start to get into business email, it’s easy to get lost in the options.  People will tell you that you have to have a CRM (Customer Relationship Management) system, or that you need email marketing, and you see ...

Video: Brent Leary Speaks on How Small Business CRM is Critical

A great overview from a good friend and industry thought leader Brent Leary on why CRM is essential for small businesses in today's world.

Video: An Introduction to Software as a Service for the Small Business

This is a Microsoft sponsored introduction to Software as Service but illustrates the key points on what it is. Quite often Software as a Service is viewed as a new concept to small business owners, and ...

Does my Small Business Need CRM?

What is CRM? CRM, an abbreviation of Customer relationship management software is a tool used to manage all of your contacts’ and customers’ information in one place and tracks all activities related to them. It’s also used to manage partner and ...

SugarCRM or vTiger CRM? Which should I choose?

SugarCRM - Sugar OS is an open source CRM application bringing a feature-rich set of business processes that enhance marketing effectiveness, drive sales performance, improve customer satisfaction and provide executive insight into business performance. It is a preferable choice for customers ...

vTiger Video Introduction

A video introduction to some of vTiger CRM's basic out of box capabilities. In this video, you will learn all about the following topics.  Introduction to Filters, Changing Layouts, Tracking Sales Opportunities, Working with Products, Managing Contacts, Working with Dashboards, Create Quotes ...