Rob Burke’s Post

Automation should enhance, not replace, personal connections with your constituents. We need to remember that it’s not about replacing the human touch; it’s about enhancing it. As we launch 🚀 Automations in DonorDock, our main goal is this: Automations should handle the mundane so you can focus on creating lasting connections. Ultimately, the goal is to give you more time to focus on what really matters: building and nurturing relationships. Here’s how I see striking that balance: Automate the routine, Systematize the human touchpoints. • Example: Automate email campaigns and database updates, and create to-do's for personalized phone calls, handwritten notes, and face-to-face meetings. Use Data to Enhance Personal Interactions • Example: Automate data collection and use it to tailor your outreach efforts, by tagging and segmenting your constituents. How do you balance automation and human interaction in your organization? Share your thoughts and experiences in the comments below!

Launching a new department can feel daunting. Our founder, Parul felt that way starting her first Customer Success Department from the ground up. So, we came up with a solution. 🥁 Introducing - The Customer Success Quickstart Toolkit 🥁 From documentation to metrics, we make the work of starting a Customer Success team easier and more effective. This "scrappy CS" tool kit is for companies that are looking for best practices, to use templates, or ways to design their CRM. It gets you started right out of the gate, it's cost-effective, and it is a high impact toolkit for your customer success needs! Link in comments to the toolkit!

🪄 One platform to unite them all 🧙♂️ Experience #SuperOffice: a user-friendly 𝐂𝐑𝐌 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦 that unites sales, marketing, and customer service teams across the entire buyer journey – from hot prospects to loyal customers. 👇 🤩 If you like what you see, here is an action plan for you: ⏱️ Get SuperOffice CRM. Grow. Prosper. Repeat. https://lnkd.in/dVEM_Fez

Do you have to switch between apps to perform sales and marketing tasks to communicate with your teams? You don’t have to do that. There are CRM systems that let you improve team communication by leaving comments, tagging teammates, and sharing appointments with other team members—all while performing sales and marketing tasks and automating them in the same platform. Want to learn more about team communication with CRM and how this can transform your organization? Book a FREE demo and consultation here now: 1- Book A Demo - https://lnkd.in/d2rqpieh

If you want happy customers, provide them with seamless and personalized support experiences. 🤗 However, juggling between multiple systems and data silos can hinder your team's efficiency and compromise the quality of service. That's where HubSpot's Help Desk shines with its deep CRM integration, enabling agents to access a 360-degree view of customer information directly within tickets. With Help Desk, you can: 🔍 Eliminate toggling between apps by having all customer data centralized in one place 📑 Access complete interaction history, including past tickets, conversations, and account activity 🚀 Leverage CRM data to automate ticket routing and streamline workflows 📝 Capture nuanced details through custom ticket properties and fields Don't let disjointed systems hold you back from delivering exceptional support. Unlock the power of unified ticketing and CRM data with Help Desk with our in-depth guide: https://hubs.ly/Q02s64hg0

Here’s What HubSpot Help Desk Can Do for Your Service Operations 🚀 HubSpot recently unveiled an exciting new feature called Help Desk, and we've got all the details in our latest blog post. If you're curious about how this tool can streamline your customer support, you'll want to give our blog a read. In this in-depth guide, you'll discover: 🔍 How HubSpot's Help Desk stacks up against industry leaders like Zendesk 💡 The game-changing benefits of Help Desk's unified ticket and conversation view 🤖 Strategies for leveraging the tool's robust CRM integration and automation 📝 Tips for customizing ticket pipelines to align with your unique workflows Stop juggling multiple systems and provide a seamless support experience for your customers. Learn how HubSpot's powerful Help Desk can take your service operations to new heights. Read the full blog post here: https://hubs.ly/Q02tNtpt0

Why Automation Can Be Your Best Friend - #13453 When onboarding clients, do you have loads of little things to remember.. from things like updating your CRM, right down to following your new clients pages on the Socials?... This is where automation can be your friend! - A simple automation would be creating a checklist for all of those tasks for you to tick as you complete them. This can not only be super helpful for your memory, but who doesn't love a dopamine hit when you put that tick in there.... (and if you use something like Asana for those tasks, you get the added fun of flying mythical creatures majestically flying across your screen) At Stebbington Ltd we have loads of ways to make your day easier! From setting up these automations on your behalf, to mapping out your processes , all the way up to a full system implementation Why not jump on a call with us and see how we can help you become more automated and efficient! #stebbington #nerdsyouneed #systemautomation

Having trouble getting user adoption up to speed? Let SMB Dynamics be your CRM Mechanic! We'll roll up our sleeves, dig into the engine of your system, and diagnose what's causing the sluggish user adoption. Our approach is all about running diagnostics, aligning with your organizational roadmap, and customizing solutions to fit your unique needs. Let's rev up your CRM engagement together! #UserAdoption #CRMEngagement #CRMMechanic

😍 Experience all the power of Brawe with a 14-DAY FREE TRIAL Curious about how Brawe can transform your business operations? Now’s the perfect time to find out, in 14 days, exploring all the features and benefits without any commitment. During your trial, you’ll have full access to our powerful tools designed to streamline your workflow, improve customer relationships, and boost productivity. You’ll see how Brawe can make a difference. Setup is quick and easy. Take advantage of this opportunity to elevate your business processes and achieve new heights of success. Don’t wait—sign up today and discover the potential of Brawe CRM. Contact us now for a demo! 📈 --------------------------------- Contact us: 📞+420 775 689 988 📨 info@braweapp.com 🌐 https://braweapp.com/ #BraweApp #CustomerFeedback #BrandReputation #CRM #BusinessGrowth #ClientSuccess #ElevateYourBrand

We weren’t going to develop something as important as a CRM for financial advisers without talking to some. The Client Hub in Xplan Essentials is the result of collaboration with real advisers, so you already know it’s going to be good. All your client’s info on one screen? You’ve got it. Automated workflows to get actions and tasks done quicker? You’ve got those, too, plus heaps more. Watch the video now for a quick tour. Like what you see? Visit https://lnkd.in/e_Mxx3A7 for more and to book your full Xplan Essentials demo.