CRM

Three Important Elements for Digitizing Your Business in 2026

Fifteen years ago, embracing digital technology was an option for businesses. In 2026, this isn’t the case.  Integrating modern digital infrastructure into your daily operations is now a requirement for success, mostly due to a little thing called the smartphone. Given that everyone carries around a powerful computer in their pockets through which they conduct

By |2026-03-09T18:12:48-04:00March 9th, 2026|Business|

How A CRM With QuickBooks Integration Improves Sales And Accounting Workflows

Let’s face it. Sales and accounting teams often feel miles apart. Your sales crew is focused on closing deals. Your accounting team is buried in invoices and reconciliations. Information gets stuck in silos. This disconnect creates headaches. It slows everything down. Mistakes become more likely. Revenue can slip through the cracks.  There is a powerful

By |2026-02-02T13:07:26-05:00February 2nd, 2026|Guest Columns|

7 Beginner Tips for Managing CRM Software

Customer relationship management (CRM) software helps businesses manage interactions, track data, and build strong customer relationships. For those new to CRM, it can feel overwhelming. You may be unsure how to make the most of this tool and use it effectively in your daily work. Using the features of your CRM software doesn’t have to

By |2025-02-12T15:06:09-05:00February 12th, 2025|Guest Columns|

The Role of CRM Developers in Building Custom CRM Features

CRM systems have become essential for businesses looking to improve customer relationships and simplify operations. Generic CRM options may not fully meet business demands. Thus, CRM developers play a vital role by creating functions that align with specific organizational needs. If you plan to hire CRM developers, this guide outlines what they do. Understanding CRM

By |2024-10-24T10:18:57-04:00October 24th, 2024|Guest Columns|

The Evolution of CRM: How Modern CRM Systems Transform Businesses

Source: pexels.com Customer Relationship Management (CRM) systems have evolved from simple contact management tools to sophisticated platforms that can predict client behavior, automate marketing campaigns, and streamline sales processes.  This evolution has transformed businesses, allowing them to cater to their client's needs more effectively and build lasting relationships. Modern CRM systems are not just about

By |2024-04-29T13:09:23-04:00April 29th, 2024|Guest Columns|

Business Software Additions You’ll Wish You Implemented Sooner

In today’s rapidly evolving marketplace, staying ahead requires not just keeping up with your competition but outpacing them. Enhancing your business with the right software tools can significantly boost your efficiency, improve your customer interactions, and ultimately lead to greater profitability. While some tools may initially seem like a luxury, they often end up being

By |2024-04-26T18:57:10-04:00April 25th, 2024|Guest Columns|

5 Technologies You Should Get To Grips With If You Want a Successful Dropshipping Business

Photo by Kindel Media While some might paint it as a foolproof way to make money, the reality is that starting a dropshipping business isn’t easy, and achieving success with it is harder still. Having the right technologies on your side is half the battle, so let’s go over the elements you need to master

By |2022-11-23T09:05:43-05:00November 23rd, 2022|Guest Columns|

Northpointe Bank Personalizes Consumer Banking Experience with Total Expert

GRAMD RAPIDS – Northpointe Bank, the largest national lender based in West Michigan,has begun using the Total Expert CRM and customer engagement platform to empower retail bankemployees with relevant customer data in order to optimize the total consumer banking experience. Northpointe Bank has relied on Total Expert for the past three years within its home lending businessand

By |2022-05-17T14:09:54-04:00May 17th, 2022|ESD|

Walled Lake Fintech Company Connects To Twilio Real Estate Software

WALLED LAKE—Continuity Programs Inc. announced a new software feature connecting its mortgage customer relationship management software with the communications platform of Twilio, a cloud communications-as-a-service company based in San Francisco. This technology integration enables users of MyCRMDashboard to create conversations with their prospects, customers and referral partners through SMS. “This addition to MyCRMDashboard has the potential to

By |2020-01-11T17:47:03-05:00January 11th, 2020|IoT|