CRM Advice

Follow this four-step process to optimise your sales pipeline with BuddyCRM and reap the benefits of an effective sales machine.

Just occasionally CRM customers buy the wrong CRM. You might be one of those people. We’re here to help.

We’ve put together a quick playlist of upbeat, high tempo, ‘get me in the now’ music to motivate you for your next meeting.

The templating system in BuddyCRM includes completely customisable templates for emails, calls, tasks, appointments, quotes, SMS, documents, and cases.

A CRM helps with every stage of the sales process from before contact through to completion of sale.

This article lists many of the most common reasons salespeople give for choosing to use a CRM. The most obvious being, do you know of any successful sales team that doesn’t have one?

Don’t set generic resolutions, set actual goals and create an action plan to achieve them. Create regular habits that will help you on the path to completing your goals.

This Christmas, do yourself, your colleagues, and your company a huge favour and give the gift of CRM.

We build quality service into every level of BuddyCRM as we believe service is just as important as the software in SAAS.