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