1. Features and Functionality Understanding Core Features As I’ve navigated through various marketing automation platforms, I found myself drawn to both GoHighLevel and ActiveCampaign for their robust features. GoHighLevel is often touted for its all-in-one capabilities, from CRM to funnel builders. This consolidated platform means I can manage my leads, bookings, and campaigns in one […]
1. Understanding Your Business Needs Identifying Key Features When diving into the world of CRM software, the very first step I recommend is pinpointing what your business specifically needs. Take a good look at your existing processes – what’s working? What’s a total headache? For example, if you find that tracking customer interactions is key,
Understanding CRM: The Customer-Centric Approach What CRM Stands For So, let’s dive into CRM, which stands for Customer Relationship Management. From my experience, CRM systems are primarily used to manage a company’s interactions with current and potential customers. These systems help businesses organize customer information and track interactions in one centralized platform. This makes it
Understanding CRM Basics What is CRM? When it comes to customer relationship management (CRM), I can’t help but get a bit excited. CRM systems are all about managing a company’s interactions with current and potential customers. It sounds simple, right? But let me tell you, it’s a world of data, technology, and strategies rolled into