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Articles about CRM by Gridlex

Invoicing Software for Shopify - Everything You Need to Know

Posted In | CRM | Finance | Accounting Software

Invoicing is a crucial aspect of running an online store, as it allows you to bill your customers for the products and services they have purchased. Manually creating and sending invoices can be time-consuming and error-prone, especially as your business grows. This is where invoicing software can help. These tools can streamline your invoicing process, saving you time and effort, and helping you get paid faster. Whether you're a small business owner, freelancer, or e-commerce entrepreneur, there is an invoicing software solution that will meet your needs.

17 Best Practices to Improve Shared Inbox Management

Posted In | CRM | Help Desk | Finance | Accounting Software | Omnichannel Shared Inbox

Shared inboxes can be a great tool for teams that need to collaborate on email communication, but they can also be a source of confusion and frustration if they are not managed properly. To ensure that shared inboxes are used effectively and efficiently, it's important to establish clear rules and guidelines, use email management software, and establish a clear process for responding to messages. In this article, we'll explore 17 best practices for improving shared inbox management and making sure that your team is able to communicate effectively and efficiently through this important tool.

How to Pick a CRM for Biopharma & Medical Device Companies - A Checklist

Posted In | CRM | Biopharma and Medical Device

Choosing a CRM for your biopharma & medical devices company? Learn what to look for in a CRM to streamline operations, ensure data security, and enhance sales strategies.

Track MIRFs with Ease Using Gridlex's Medical Science Liaison (MSL) CRM App

Posted In | CRM

Customer Relationship Management (CRM) applications mostly focus on marketing and sales as the primary user base. The needs of a Medical Science Liaison (MSL) is quite different from that of a representative working in sales or marketing. While the latter works towards improving sales through sales pitches, meetings, and presentations, MSLs work towards improving relationships and trust between parties involved through better engagement. Gridlex's MSL CRM application is unique since it is designed to cater to the MSLs as the primary user base.

3HC, one of North Carolina’s leading Home Health & Hospice agencies, leverages Gridlex’s CRM and integrates app suite to turbocharge operations

Posted In | CRM

3HC, one of North Carolina’s leading Home Health & Hospice agencies, implemented Gridlex’s CRM, service and analytics solutions to help automate and scale operations.

Lou Ann Jones, COO of 3HC, one of North Carolina’s leading Home Health & Hospice agencies, said: “Gridlex’s CRM and integrated application suite has taken our marketing, service and analytics functions to the next level. Organizations of all sizes struggle with having an integrated approach to operations. It may be a referral or lead on the front end and then tracking that all the way to service delivery quality. The underlying systems don’t integrate very well …

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Gridlex’s AI CRM creates and delivers industry-expert-level content for campaigns, lead generation, pipeline management, and more to help drive sales and marketing objectives.

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