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Rayna Perry

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  • Sep 4, 2024 | marketwatch.com | Rayna Perry |Katie Gray

    Customer relationship management (CRM) software can be a game changer for insurance agents looking to retain customers, drive sales and make the most of their client database. However, there are several factors to consider before taking on a new software solution for your CRM strategy. There are various insurance-specific CRM platforms on the market, and many traditional CRMs can be customized to suit insurance agents’ needs.

  • Aug 26, 2024 | marketwatch.com | Rayna Perry |Ghia Smith

    Implementing customer relationship management (CRM) software can be a game-changer for busy nonprofits. The right CRM software can help you maintain donor relationships, drive donor retention and boost fundraising efforts. However, with so many similar options on the market, finding the best solution for your business can be tricky. We at the MarketWatch Guides team tested nonprofit software solutions and traditional CRM software to find top choices for nonprofit teams.

  • Aug 19, 2024 | marketwatch.com | Rayna Perry |Ghia Smith

    Best CRM Software For Small Business Best CRM Software Best CRM Software for Real Estate Best Simple CRM Software Best Marketing CRM Software Zoho vs. HubSpot at a GlanceZoho CRM is considered a budget-friendly CRM for teams that want to manage customer data while streamlining daily sales and marketing tasks. HubSpot is an expensive but more advanced CRM option designed for teams growing quickly and looking for intelligent insights based on customer data. Hubspot vs.

  • Aug 19, 2024 | marketwatch.com | Rayna Perry |Ghia Smith

    Best CRM Software For Small Business Best CRM Software Best CRM Software for Real Estate Best Simple CRM Software Best Marketing CRM Software HubSpot vs. Marketo At a GlanceAdobe Marketo is not a standalone CRM solution like HubSpot. It’s designed to streamline advanced marketing efforts and is often compared to Pardot from Salesforce (now called Marketing Cloud Account Engagement).

  • Aug 19, 2024 | marketwatch.com | Rayna Perry |Ghia Smith

    Best CRM Software For Small Business Best CRM Software Best CRM Software for Real Estate Best Simple CRM Software Best Marketing CRM Software Freshsales vs. Zendesk at a Glance Zendesk Sell vs. Freshsales CRM FeaturesSome of the most important features identified by CRM users in our recent survey are workflow automation, contact activity tracking and task management. We compared Freshsales CRM and Zendesk Sell based on top features like these.

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