What Does CRM Stand For?
Published on: June 22, 2022
CRM stands for customer relationship management or customer resource management – two interchangeable terms describing a set of business practices and technologies designed to help businesses compete better and grow faster by leveraging customer data. While CRM has been helping businesses improve relationships and close more deals for a decade or more, adoption is […]
How to Accept Payments in Your CRM Software with CRMDialer
Published on: September 2, 2020
Customer resource management platforms are designed specifically to bring your organization’s multiple sales, support, and administration functions into a single point of control. Billing is an area many CRM tools can help with, but with CRMDialer, you can also handle payment processing right from within a lead’s profile. That means single and recurring payments can […]
The Power of Payment Collection in Your CRM
Published on: June 27, 2019
Cash payments are quickly going extinct, and whether you’re in B2B or B2C sales, your customers now expect to be able to pay electronically. Failure to offer them the payment options they want is a surefire way to stand out for all the wrong reasons, so it’s important to offer a wide variety of electronic […]
Best Practices for Using a CRM in Debt Collection
Published on: April 30, 2019
Let’s face it: No one likes a debt collector. But with collective household debt in the U.S. totaling more than $13.29 trillion, and approximately 70 million Americans with at least one debt in collection, it’s an industry that’s not likely going anywhere any time soon. And for those looking to get into the business, it […]
Why Salesforce Uses Too Many 3rd Party Services To Achieve Payments Acceptance?
Published on: January 29, 2019
One look at the payment processing solutions listed on the Salesforce store, and you’ll see there are tons of third-party options. In fact, there are more than 40 third-party services used by Salesforce customers to achieve payment acceptance. Call us crazy, but we’re fans of a simpler, more streamlined approach. Third-party services are great. After […]