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Manufacturers looking at a laptop

CRM for Manufacturing: Reporting Features

The reporting capabilities of a modern CRM can’t be matched. For manufacturers, these tools can provide insights they can use to improve business efficiency, customer satisfaction, and product development and design.

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CRM for Med Tech: Security Considerations

Is Salesforce HIPAA Compliant? With Enough Add-Ons and Security Customizations, It Can Be

For businesses in healthcare and medical technology, HIPAA compliance is non-negotiable. If you are trying to maintain HIPAA compliance with Salesforce, it will require some extra work.

Is Salesforce HIPAA Compliant? No. Out of the box, the Salesforce platform is not HIPAA compliant. That said, Salesforce does offer some security customizations and add-ons that can help you achieve and maintain HIPAA compliance — for a price.

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SendGrid vs. Mailchimp

SendGrid vs. Mailchimp: A Side-by-Side Comparison

SendGrid and Mailchimp are two of the top email marketing tools on the market, but which one is right for you? Our side-by-side comparison can help you identify the differentiators that matter for your business.

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Medical Device Statistics Roundup

Medical Device Industry Statistics Roundup – 2022

We’ve gathered some of the most interesting and insightful medical device manufacturing statistics from the past year to help you see the state of the industry today and make predictions about tomorrow.

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FreeAgent CRM Top 10 Medical Podcasts

Medical Device Podcast Review: Top 10

We spent hours listening to different medical device podcasts, summarized and ranked each one to help you cut through the noise and find your favorites faster. Here are the best medical device podcasts of 2022 for industry executives, sales and marketing pros, and technical advice.

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FreeAgent CRM HIPAA compliant CRM

HIPAA Compliant CRM Software Guide

Your guide to achieving and maintaining HIPAA compliance with your CRM software for enhanced workflows and business processes.

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FreeAgent CRM vs. ERP

CRM vs. ERP: Two Sides of the Same Coin

Does your business need a CRM or an ERP? Spoiler alert - it needs both.

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FreeAgent cRM workflow automation

CRM Workflow Management 101: How to Design CRM Workflow Automations for Business Process Optimization

CRM workflow automations can optimize many of your work processes. We can show you how to design and implement your own CRM workflow automations.

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FreeAgent CRM automation guide

CRM Automation Guide: How To Start, Scale, and Optimize Your CRM Automations

CRM automation unlocks business potential and improves process efficiency. This guide can help you get started, scale, and optimize your CRM automations.

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Sales dolphins

CRM Reporting: How To Create Useful Insights To Improve Business Performance

Effective CRM reporting generates distilled insights that lead to better sales performance. Here’s an overview of how CRM reporting works, what metrics to track, and best practices to keep in mind.

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