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The Zapier Blog
JULY 7, 2025
In this guide, we'll walk you through what CRM automation is, why it's important, and how you can automate your CRM software to streamline your lead management. In this guide, we'll walk you through what CRM automation is, why it's important, and how you can automate your CRM software to streamline your lead management.
The Zapier Blog
JUNE 9, 2025
These apps offer the AI, automation, documentation, and reporting features that you need to keep the lead pipes (the ones pronounced leed , not led ) flowing smoothly. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog.
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The Zapier Blog
JUNE 18, 2025
Despite the initial confusion, building a CRM in Google Sheets can be a surprisingly effective way to manage customer relationships (and slightly less terrifying than whatever Skibidi Toilet is). It includes a pre-built Customer Data sheet to store lead/customer info, an Interactions tracker, and a Dashboard with some basic reporting.
The Zapier Blog
JUNE 19, 2025
Virtual phone systems, also known as VoIP (voice over internet protocol) and cloud phones, are simply better options than a landline: they're less expensive, more flexible, and work on the devices you use most—mobile phones, desktops, and laptops. Select your phone number(s). No long-term contracts.
David Teten VC
DECEMBER 3, 2019
I also use several living Google docs to maintain the minutes and the group agendas for my fixed weekly meetings. I use another live Google doc to maintain my database of companies I’m marketing to other VCs. (To see the video above, please click the image, and then click on the Play button.). 1) Manage the firm . 2) Market .
David Teten VC
DECEMBER 4, 2019
I also use several living Google docs to maintain the minutes and the group agendas for my fixed weekly meetings. I use another live Google doc to maintain my database of companies I’m marketing to other VCs. (To see the video above, please click the image, and then click on the Play button.). 1) Manage the firm . 2) Market .
Entrepreneurs' Organization
DECEMBER 14, 2015
By Arman Sadeghi, an Octane blog contributor and CEO of Titanium Success. The days of multimillion-dollar budgets for marketing using Super Bowl ads and digital billboards in Times Square are long behind us. In order to succeed in sales, you must always know how many prospects and leads you have in the various stages of your funnel.
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