How to Use CRM Automation to Crush Your Sales Goals

Nine out of ten businesses with more than 11 employees use a CRM. That means to gain an edge, you don’t just need a CRM — you need to know how to use it. Let’s take a look at the ways CRM automation tools can help you crush your sales goals.

Driving Customer Engagement with CRM Automation

CRM automation provides the tools needed to effectively and efficiently manage your customer engagement processes.

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.

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.

From Spreadsheets to CRM: A Guide for Business Owners and Managers

If you’re still running your business in Excel, it’s time to upgrade from spreadsheets to a CRM. Here’s how a CRM can improve your business.

FreeAgent for Healthcare Part 1: Simplifying Sales in the Medical Device and Technology Market

FreeAgent CRM is an enterprise software platform helping companies in the medical device manufacture and medical technology space succeed.