Understanding Your Customers Better Leveraging Social Data From my journey navigating the marketing world, I’ve learned that traditional CRM systems are great for collecting data, but social CRM takes it a step further. It allows us to tap into the rich vein of social media data. By sifting through likes, shares, comments, and posts, we […]
1. Understanding the Limits of FileMaker CRM What Are the Technical Limits? So, let’s kick things off with the technical side of things. When you’re diving into FileMaker CRM, you’ll want to understand some basic limitations. The platform has a very manageable set of restrictions concerning the number of records it can handle. Depending on
Understanding Email Sequences What is an Email Sequence? When I first dove into the world of CRM systems, understanding email sequences was a bit overwhelming. Simply put, an email sequence is a series of emails that are automatically sent to your contacts based on a specific timeline or user interaction. Imagine you’re nurturing a lead;