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Slack vs. Google Hangouts for Business Collaboration

By Ankita Singh, 21 November 2017

We've all experienced the pitfalls of collaborating through email alone, with endless threads where important information gets buried, or even lost. What's more, email does nothing to get us out of our departmental silos, so we miss out on opportunities to collaborate across teams. In this article, we'll take a look at why businesses should use dedicated collaboration software instead of email, and why it's so important to find the right platform for your business. (more…)


HubSpot vs. Pipedrive for Real Estate CRM Management

By Abhishek Singh, 17 November 2017

Success in the real estate business is not just about managing lease, tenants, building maintenance and other key property management tasks but also about having a more focused approach to managing sales, marketing, and customer functions efficiently. Just like most businesses, real estate managers have unique needs that range from managing: Tenants Property showings Open houses Property closures Sale and purchase of property Do you have the right software to manage these unique needs? That's what we'll try to help you figure out by comparing customer relationship management (CRM) software such as HubSpot and Pipedrive that can help you automate the process of sales, marketing, and customer management related to real estate management. Read this article to find which CRM software is the best fit for your real estate business. Here's a brief snapshot of the differences between HubSpot and Pipedrive: CRM /Functions HubSpot Pipedrive Sales management Helps visualize sales pipeline management through deals dashboards Create a log of sales activities automatically Provides information on leads in one place by syncing with HubSpot Dedicated module for sales management Generates visual sales reports to provide better insights into sales forecast Customized pipeline metrics Sales data is split by product Customize sales goal at any time of the sales process Customer service management Helps tracks customer interactions automatically on email, social media, or call logs Directly contact customers by placing calls within the software Integrates with other customer service management software to identify prospective leads in detail Transfer customer data from other third-party sources What is Real Estate CRM Management? Before defining real estate CRM management, it's important to get a brief lowdown of what CRM is and its functions. Gartner defines CRM as a “business strategy that optimizes revenue and profitability while promoting customer satisfaction and loyalty. CRM technologies enable strategy, and identify and manage customer relationships, in person or virtually. CRM software provides functionality to companies in four segments: sales, marketing, customer service and digital commerce." Based on the definition above, CRM is the core of real estate management software as it specializes in managing key functions – sales, marketing, and customers operations of real estate. The software helps real estate managers focus on: Tracking sales leads Maintaining a customer database Creating and manage marketing campaigns for property listings These and other functions of real estate CRM management are discussed in detail below by comparing HubSpot and Pipedrive. Before we delve into a head-to-head comparison of the two software solutions, as a real estate manager do you often wonder: Whether you need a real estate software with CRM functionalities? What are the benefits that your business can achieve by incorporating CRM software? These are some of the questions that we'll tackle in the next sections. Does your business need a real estate CRM management software? According to the National Association of REALTORS's Real Estate in a Digital Age 2017 Report, 44 percent of customers searched home sales online in 2016. Since a majority of home buyers are taking advantage of digital media, it's important that your real estate business also shifts to real estate CRM software to convert more sales leads. If you are still stuck with managing sales and marketing leads through the old approach (MS Outlook, Excel, Word documents or a stand-alone property management software), here are some benefits that you should consider before implementing real estate CRM software: Fine tune marketing campaigns by tracking real estate leads and customer data in real time Real estate CRM software stores store personal contact information of leads and customers, which helps you track them in real-time on social media and through email marketing campaigns regarding special discount offers for home sales. The software helps analyze the behavior of your leads more clearly by monitoring the websites that they frequently visit based on cookies stored on their web browser that integrate with the real estate CRM software, which can help you run targeted affiliate marketing for specific leads. By tracking lead information in real time you can custom design your marketing campaigns for leads who want to purchase property in a particular area. Remove redundant tasks by automating real estate sales and marketing lead generation With real estate CRM software, your sales and marketing reps don't have to enter lead or customer data manually as all entries are stored automatically when your leads or customers fill online forms during your marketing and sales campaigns. Moreover, information is stored in cloud storage that is directly linked with your real estate CRM software, which helps in managing client data, automates sales and marketing workflows, and tracks interactions between your reps and customers. Automation of these tasks helps to increase your real estates business efficiency as it helps your property sales and closure agents to close more deals. Conduct real estate sales and marketing campaigns and measure their effectiveness Real estate CRM management software can help you measure if you have met your property sales target based on month, quarter, or yearly. Just select the date range, area, sales, and marketing data from the software's data interface and it will display the desired information in visual graphs or customized charts so that you can measure the effectiveness of your sales and marketing campaigns. Moreover, the software generates customized reports that you can always download to share with sales and marketing reps to help them understand the effectiveness of their marketing and sales campaigns. These are just some of the benefits that you can gain from implementing real estate CRM management software in your business. If you are curious to know which software would be a better fit for your business, then check out our head-to-head comparison of Hubspot and Pipedrive based on the key areas of sales and customer management. Sales Management Hubspot CRM HubSpot CRM helps your sales team transition from a basic sales management setup of spreadsheets, emails, or multiple sales tool to a automated standalone sales platform. With sales management automation your real estate sales team can close more deals and enter less data. Moreover, the software automatically tracks interaction with leads and displays all leads data on a single dashboard that is visible to all members in your sales team. [caption id="attachment_34666" align="alignnone" width="1024"] Source: HubSpot CRM Free. The image above is a screenshot of the Deals tab of the software which helps sales reps visualize their sales inventory.[/caption] Some of the key features of HubSpot CRM for sales are listed as follows: Visualize sales pipeline management through deals dashboards Create a log of sales activities automatically Provides information on leads in one place by syncing with HubSpot Dedicated module for sales management Pipedrive Pipedrive enables sales reps to master key sales metrics such as conversion rate and other sales charts through visual charts and reports. The software also lets your sales team take more control of sales management life cycle by monitoring sales gain and loss from a single sales dashboard. Sales goals that are not met in a particular period are automatically adjusted in the next sales cycle, which helps your sales team focus more on getting leads rather that data entry. [caption id="attachment_34667" align="alignnone" width="1600"] Source: GetApp's Pipedrive overview. The image above is a screenshot of Pipedrive's sales dashboard.[/caption] Some of the key features of Pipedrive for sales are listed as follows: Generates visual sales reports to provide better insights into sales forecast Customized pipeline metrics Sales are split by product Customize sales goal at any time of the sales process If you're interested in marketing integration HubSpot's marketing module and Pipedrive's integration with Drip and MailChimp can help you boost your real estate CRM by providing access to more leads who are keen on buying property. Marketing integrations help you broaden the scope of CRM software just in case you want to focus more out of sales and customer management to acquire a better customer base. Next steps Based on the comparative analyses of HubSpot vs. Pipedrive, you might have some idea by now on which CRM function you would want to use these software for your real estate business. If you are looking for dedicated CRM features for managing sales go for Pipedrive. Otherwise HubSpot would be a good alternative for marketing and customer services for your real estate CRM. Here are some handy GetApp resources that you can use to gain more information on real estate CRM software: Compare HubSpot vs. Pipedrive Real estate directory CRM directory


Talent management vs. performance management: what’s the difference?

By Abhishek Singh, 17 November 2017

Talent management and performance management are not two sides of the same coin. Talent management is a broader term in human resource management that helps HR managers recruit, retain, develop, reward employees. Performance management is a more niche and dedicated term that helps HR managers measure the performance of employees based on metrics and feedback. (more…)


5 Accounting Apps That Sync With Square

By Lauren Maffeo, 16 November 2017

Square ought to be called the little app that could. It overcame financial losses and PR faux pas to beat analyst expectations earlier this year. The mobile payment processing app processed transactions worth $50 billion in 2016. So, several apps go out of their way to sync with Square by building integrations with it. (more…)


5 Insightful Tools for Big Data Project Management

By Rachel Burger, 15 November 2017

Want to take a simple project and make it super complicated? Throw a bunch of data at it. And I'm not talking about your run-of-the-mill data found in mom and pop store accounting books or hidden in teachers' grade books. I mean census-level data, about millions of people. I'm talking about data that's way too big for spreadsheets, or even human comprehension. (more…)


Agile vs. Social: Which Project Management App is Best for You?

By Lauren Maffeo, 15 November 2017

People change their minds and move around. A lot of earlier project management philosophies assumed that neither happened. But the increase in software that facilitates remote work has allowed project team members to work from anywhere. So, project management apps have evolved to help marketers, designers, and developers keep up with two big trends: (more…)


Three Top-rated EHR Solutions for Chiropractors

By Abhishek Singh, 10 November 2017

The passing of the Health Information Technology for Economic and Clinical Health (HITECH) Act in 2009 established a $19 billion incentive for medical institutions to adopt EHR software: chiropractors that highlight their use of ONC-ATCB-certified chiropractic EHR software receive increased Medicare and Medicaid premiums. Choosing not to implement EHR software results in penalties by way of decreased Medicare and Medicaid payments. (more…)


How to choose the right resource management software

By Aakash Gupta, 7 November 2017

When resource management is amiss, the symptoms are fairly obvious. Your schedules are chaotic, your employees are stressed and your projects are not nearly as seamless as you were hoping they would be. A whopping 46% of organizations admit that the inability to complete projects on time was one of the primary business risks of not addressing resource management and capacity planning. Even if you know there is a problem with resource management at your organization,, the struggles of finding the right enterprise resource management (ERM) tool may stop you from transitioning to a well-rounded solution. While it is encouraging to see how 26% of organizations claim to have used resource management to estimate and allocate resources, an ERM tool is not something organizations use widely. So let's take a closer look at resource management tools and what you you should look for when choosing one. Resource management at a glance Commonly described as the scheduling, utilization, and future allocation of resources onto different organizational work, resource management works on improving and sustaining efficiency in your operations. On an enterprise level, it complements your project management efforts such that while the processes are smooth, the average levels of productivity and profitability you derive steadily increase. Organizational visibility, transparency, optimal resource utilization, and reduced payroll costs are just some of the benefits that businesses enjoy as a result. Most often, organizations face difficulty in differentiating between the functions they look for in a project management system against those they look for in a resource management software. Besides, they generally focus upon seamless project completion rather than making room for efficiency that lasts. To simplify, resource management must be adopted as a solution at the root as opposed to something that simply fixes the symptoms. Define your purpose Before you get started with reading product reviews, ask yourself what you want your ERM tool to achieve? Here are some benefits you might want to realize: Overall increase in employee efficiency and decrease in attrition rates Intuitive forecasting of future resource requirements Data-driven resource decision making Visibility and transparency in scheduling Real-time data collection and seamless sharing Timely project completion and increase in quality delivered Heightened satisfaction amongst employees An overall increase in ROI as a result. Requirements of an ERM tool Here are the key features that you should look for in resource management software: A visual schedule that allows multiple stakeholders to participate even as it updates itself spontaneously. Filters defined in multiple terms, that together let you sift through your vast pool of resources, with ease. For example, you must be able to shortlist resources based on location, availability, skills etc. A resource request functionality that lets you allocate or request allocations across teams, without having to write emails or contact managers over the phone. Reports that you can draw in real-time on resource availability, resource utilization, resource demand against available capacity. Such reports must be able to let you draw conclusions through insights in a unified measure like Full-time Equivalent. What-if scenario management functionality that lets you access the outcomes of your decisions by giving you a preview of the results they are likely to yield. Infrastructure considerations Apart from the functionalities stated above, you will also have to make sure that your current infrastructure is equipped to accommodate a fully-functional ERM tool. Here are questions that you should answer internally before getting started. Will the ERM tool integrate with all the existing efficiency tools your team is using? Is it a web or cloud-based solution that will let you access data from the comfort of your remote devices? Is it sleek enough to give you best results without slowing down your current systems? Will you be able to expand and contract it as your team sizes vary? Are the installation and configuration processes quick? And will your team be able to access it without investing too much of their time? Bringing it all together Now that you have defined the purpose it must serve, the requirements you are looking for in the tool, and have factored in the infrastructure you have, it is a good time to try out the tools you have shortlisted. Remember that a configured trial is important to be able to judge whether or not the tool addresses the unique requirements of your business.With 41% of organizations claiming that resource management has improved resource utilization through a holistic view of incoming pipeline demand and resources, it is high-time that you discover this new world of efficient operations. About the Author Aakash Gupta is the resource management subject-matter expert at Saviom Software. He advocates for best practices through the company's publications and webinars. You can follow him on LinkedIn for more articles like this.


CRM vs sales management software: Which one does your small business need?

By Deeksha Malik, 1 November 2017

What's the difference between customer relationship management (CRM) and sales management software? And, which one will bring more value to your business? Most importantly, do you even need either type of software for your business? All these questions can make your head spin. (more…)


Project Management for Accountants: Must-Have Software Functionalities

By Lauren Maffeo, 31 October 2017

Are you an accountant who has your own business? If so, you might define yourself by these dual roles: accountant and entrepreneur. And though they're enough to keep anyone busy, you need to consider adding a third role: project manager. (more…)