The Automation Trap: Why Simplifying Scheduling Can 3x Website Appointments
Automated scheduling promises efficiency, but what if it’s actually turning potential customers away? Many prospects drop off when faced with limited availability or impersonal booking options. Instead of forcing rigid self-scheduling, a simple appointment request form—where customers pick a preferred date and time at least 24 hours in advance—can dramatically increase engagement. This approach gives customers an instant “win,” while your team has the flexibility to match them with the right expert. The result? A more human, frictionless experience that leads to 3-4x more appointment requests.
Finding the Right Fit: CRM or CSM for Customer Success
Both CRM and CSM are capable of improving nearly every aspect of your customer success efforts but which one is right for your business?
Top 10 CRM Reports You Need to be Using in 2024
CRM reporting can play a key role in providing business insights and driving strategic decisions across your entire organization.
Reduce Employee Churn and Drive Productivity with CRM
Employee churn is a significant challenge for organizations striving to maintain growth and profitability. Fortunately, CRM can help.
Top 10 CRM: The Benefits of CRM for Customer Support
We’ve compiled a list of the top 10 CRM benefits that can be used to refine the operational processes of any customer support team.
CRM vs. CSM: Choosing the Best Approach for Customer Success
The two most prominent tools used by customer success teams are CRM and CSM. Which one is right for your business? We can help you decide.
The Top 10 Manufacturing Podcasts You Should be Listening To in 2024 (and where to start)
We made a list of the top 10 manufacturing podcasts that you should be listening to in 2024. Plus, we tell you where to start listening!
Top 10 CRM Benefits for Customer Success
The capabilities of CRM can help you do more than just close deals. Check out our list of the top 10 CRM benefits for customer success.
What’s New @ FreeAgent – June 2024
All the new features and enhancements coming your way in June 2024.
What’s New @ FreeAgent – May 2024
All the new features and enhancements coming your way in May 2024.
