CRM

12
Sep

Insightly Implementation Success Plan

How TripProximity strengthens your value Differentiation matters. Stand out from the many choices for CRM tools.  Enhance the total experience for your customers. And be known as the innovator that adds to your bottom line while also supporting your favorite charities. No matter the reason Whether your CRM user is calling on a prospect or nurturing existing relationships, they will
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22
Aug

Introducing Insightly to TripProximity – an opportunity to innovate and diversify your revenue streams

Make Insightly smarter and build even stronger customer relationships With integrated trip planning, Insightly can streamline the customer journey further, innovate and add a new transactional, recurring revenue stream from your existing client base. What's in it for Insightly?NEW - Innovation without traditional development expense, producing incremental, transactional revenues NOW - Implementation in hours, not days weeks or months NEARBY
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9
Jul

Get a smart trip tool integrated into i5

Make your CRM system even smarter When i5 users set up face-to-face meetings with prospects and clients, it often results in an overnight stay.  Today when that happens, users have to go to a separate tool to book a hotel.  They waste time toggling between the client address, a mapping tool and online travel site. Or worse, the busy CRM
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14
May

Protected: Get a smart trip widget for Hubspot

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13
Sep

Make Zoho even smarter

One of the key uses of the Zoho platform is to plan to visit prospects and clients When your customers are setting up face to face meetings with prospects and clients, that often results in an overnight stay.  Today when that happens, they have to go to a separate place to make those plans.  And there is nothing to prompt
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4
Sep

Get a smart trip widget for your CRM System

Make your CRM system even smarter When CRM users set up face-to-face meetings with prospects and clients, it often results in an overnight stay.  Today when that happens, users have to go to a separate tool to book a hotel.  They waste time toggling between the client address, a mapping tool and online travel site. Or worse, the busy CRM
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6
Jan

Make your CRM even smarter

One of the key uses of a CRM system is to plan to visit prospects and clients CRM systems do an amazing job of helping you email or call your clients.  They track when the emails are opened and even when the recipient visits your website or responds to a social campaign.  Many CRM companies call this the "marketing automation"
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