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What is the Best CRM and Marketing Tech Platform for a New Private Equity/Venture Capital Fund?

David Teten VC

One of the first decisions we had to make in setting up our new VC fund, Versatile Venture Capital , was our CRM and marketing technology infrastructure. . After extensive research, we centralized on HubSpot and deprecated Salesforce, Hootsuite, Calendly, Mailchimp, Contacts+, and Zapier. Second, high-quality customer service.

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How Zapier's RevOps team automates lead management

The Zapier Blog

Zapier's RevOps team sets up operations and tools to support teams that drive revenue throughout the customer lifecycle—think sales, customer success, and marketing. Just two years ago, Zapier only had two sales reps—and few processes for lead management. But who makes sure the end destination is sustainable? Learn more.

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Make sales outreach easy with Kixie

The Zapier Blog

Integrated with apps like HubSpot, Pipedrive, Zoho, and Salesforce, Kixie lets you make calls and send text messages within your CRM. Plus, you can automatically track Kixie activity in your CRM, minimizing cumbersome data entry and streamlining sales processes. Explore other email marketing apps you can automate with Zapier.

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Squarespace form blocks: How to set up forms on Squarespace

The Zapier Blog

Every website owner has an opportunity to engage with and learn about the people who visit the site. One of the most structured ways to initiate this interaction is through web forms. Web forms are exactly what they sound like. Squarespace includes a web forms tool called form blocks. A Contact Us page is just one example.

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The 7 best free website builders in 2023

The Zapier Blog

The 7 best free website builders Google Sites for basic sites (without SEO) Weebly for simple, no-fuss websites GetResponse for email-focused businesses Wix for an all-around site builder Dorik for more experienced creators HubSpot CMS for growing businesses Webflow for advanced designers What makes a great free website builder?

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A roundup of innovative submissions from Zapier's 2023 No-Code Day Contest

The Zapier Blog

So he used Zapier to link the two databases and automatically send updates to each team when new information became available. First, Zapier pulls customer info from website signups and delivers it to HubSpot. After reviewing hundreds of submissions, we announced our official winners. Here's what their workflow looks like.

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The best CRM software in 2023

The Zapier Blog

Finding the best CRM (customer relationship management) software for your business can be overwhelming. Over the last two decades or so, I've used all sorts of lead management solutions , including proprietary company CRMs and commercial CRM platforms like the ones featured here. your CRM should capture it.