crm export excel

Importing Data to CRM from Excel and other Sources [Video]

Read Time: 5 minutes Whenever any company implements CRM, the first question is whether the new CRM can import their existing data or not? The Good news is that any modern CRM has a very elaborate and effective Import mechanism which allows importing the … Read More

Sales Tracking

Complete Guide to Sales Tracking

Read Time: 5 minutes Sales Tracking is one of the complex components of Sales Management. Sales tracking includes tracking Sales Team, Sales Process, and Sales Funnel. A suitable Tracking mechanism for Sales will result in better Sales Results. Technically Tracking Sales means keeping record … Read More

Real Estate CRM for Dubai

Why we created Separate real estate CRM software Dubai

Read Time: 3 minutes Dubai Real Estate market is very different and typical; there is a need for specialised Real Estate CRM Software Dubai. Also, the Real Estate market in Dubai is huge and thriving. With lots of expats in Dubai and many more … Read More

Benefits of CRM in Hotel Industry

Benefits of CRM in the Hotel Industry

Read Time: 5 minutes Benefits of CRM in the Hotel Industry are highly underrated. Hotel Industry is everything about extraordinary customer experience. Hospitality Industry is one of the fastest growing Industry in India and globally. Without proper automation and use of IT, managing the … Read More

Definitive Guide to Cross-Selling [Free Tool Included]

Read Time: 6 minutes Statistics says that cross-selling to an existing customer is much easier than selling to a new customer. It’s like everybody knows this fact. But it is hard to implement it successfully. The concept of selling more and selling other related … Read More

Debt collection Agency

How does the Debt Collection Agency work?

Read Time: 9 minutes BFSI companies have to collect money from people on a continuous basis, which is outsourced to a third party, the Debt Collection Agency. However many times they have their own collection department. Inefficient collection system can paralyse the cash flow … Read More

CRM Dashboard

Definitive Guide to CRM Dashboard for Sales and Helpdesk

Read Time: 10 minutes Jack Welch says, In God we trust, all others bring Data. CRM Dashboard is the place where all the data is visible. The idea is that if it’s measurable, it can be manageable. But if it’s measurable in Real-time, it’s … Read More

Receivable Management Solution

Why Receivable Management is the Most Important Feature of Tally on Mobile?

Read Time: 5 minutes What’s the most important aspect for a business? If you said sales, you’d only be partly correct. The most important aspect for a business to survive and thrive is cash flow. This makes Receivable Management solution for tally on mobile … Read More

The Definitive Guide to Receivable Management

Read Time: 7 minutes Cash flow is the blood line for any business. Business can survive lack of profits, but cannot survive lack of Cash flow. Managing receivables is one of the most important parts of any Small or large businesses. Hence it is … Read More

benefits of real estate crm

7 Ways in Which A Real Estate CRM Enables Developers to Expand Their Business

Read Time: 5 minutes The real estate sector is going through a transition and investing in a CRM is a must for them. Here are 7 benefits of Real Estate CRM that one should look into. For most people, buying a house is a lifelong dream … Read More