crm Archives - Cloud Advisory

Published On - August 18, 2021

8 things to understand about Hubspot

Nowadays marketers tend to utilize the power of software to manage their activities with the benefits to save time, effort and resources. Hubspot is a competitive option among those software, an ecosystem going beyond software, with education and community to help businesses grow better. Hubsp...

Published On - August 17, 2021

Ryan Zhang hubspot, UncategorizedTags: crm, hubspot

Is HubSpot a free CRM?

HubSpot CRM is a set of tools that allows marketers to stay in touch with their contacts. The basic CRM includes the contact database, email and chat marketing along side free tools from Marketing, Sales, Service and operation sections which are all well-known HubSpot software. And yes, you get to e...

Published On - November 12, 2020

Grace Lee UncategorizedTags: crm, infusionsoft, salesforce, salesforce marketing cloud

Salesforce vs Infusionsoft: Which is a better CRM Solution?

The number of Customer Relationship Management (CRM) solutions available now compared to ten years ago has increased at rates that will make your head spin. A CRM is defined as a platform that helps you “manage” your customers and those relationships, but the term can be loosely applied to almos...

Published On - January 20, 2020

admin SalesforceTags: crm

What is an Opportunity in Salesforce?

Now once you understand the concepts and distinctions between LEADs and ACCOUNT, there are core Salesforce.com concepts that center around the Account that you will want to understand: In an Account you may have multiple interactions with the client: Contacts. These are the people at an Account that...

Published On - January 20, 2020

admin SalesforceTags: crm, lead, salesforce

What is a Lead in Salesforce?

This might be the Salesforce concept that most businesses kind of dance around and they get confused about. My advice is do not try to re-create the concept and don’t ignore it. Leads have a very specific and useful purpose. A lead in Salesforce is essentially an unqualified opportunity or acc...

8 things to understand about Hubspot

Is HubSpot a free CRM?

Salesforce vs Infusionsoft: Which is a better CRM Solution?

What is an Opportunity in Salesforce?

What is a Lead in Salesforce?

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