Documentation
Adding a new customer - How to add a customer and a guide to the customer screen.
Introduction into pipelines - how to setup a simple workflow and create custom fields.
CRM News and Tips
Cloud vs On-Premise CRM - Which is the better
choice for your business? Hosted on-premise or using a clound based CRM system.
Keeping your CRM GDPR compliant - Tips on how your CRM software
can help keep the the right side of GDPR and the UK and Europe.
Best workflows to use in a CRM - A guide on what
workflows may work well for small businesses using a CRM.
6 Tips
for converting leads into sales - Techniques that will help you improve your lead
conversion.
Why should I use a CRM? - The top 5
benefits on why you would use a CRM/customer database.
What is a CRM? - Introduction into what a
CRM system is.
Best alternatives to Salesforce - What are the alternatives to Salesforce CRM.
CRM tips for GDPR - How using your CRM can help you stay compliant with GDPR rules
