Customer Data Management Software

Xero Client Insights vs Sift Analytics | Smarter Client Data Management

This video explains how practice owners can use Xero’s Client Insights and Sift Analytics to view and manage client data in one place. It covers features like creating formulas, ratios, and checklists, filtering data, adding columns, and integrating with other tools. You’ll see how Sift provides extra customization, comparisons, and task ...

672 views3 months ago

Top videos

0:31

SolarWinds Customer Testimonial

YouTubesolarwindsinc

122 views1 month ago

1:40

Streamlining Client Reporting with Syft Analytics | A Comprehensive Overview

YouTubeFuture Proof Accountants

346 views3 months ago

0:48

Manage Customers Easily with CRM Software | GESSDEMN Global Services

YouTubeGESSDEMN GLOBAL

1 views2 weeks ago

Customer relationship management CRM Benefits

2:24

What is Customer Relationship Management? Benefits of CRM Software

YouTubeEye on Tech

59.5K viewsAug 21, 2020

4:09

What is a CRM? Learn How Customer Relationship Management Benefits You

YouTubeWebFX

2.4K viewsJan 16, 2023

7:47

What is Customer Relationship Management (CRM)？| From A Business Professor

YouTubeBusiness School 101

14.5K viewsNov 1, 2024

0:31

SolarWinds Customer Testimonial

122 views1 month ago

YouTubesolarwindsinc

1:40

Streamlining Client Reporting with Syft Analytics | A Comprehensive …

346 views3 months ago

YouTubeFuture Proof Accountants

0:48

Manage Customers Easily with CRM Software | GESSDEMN Global Ser…

1 views2 weeks ago

YouTubeGESSDEMN GLOBAL SERVICES

0:59

Top 10 Best Database Management Software in 2024

3.9K viewsSep 12, 2024

YouTubea2zhow (A to Z How) - Software Guide

0:57

Automate. Connect. Grow 🚀 | The Power of CRM Workflows 🤖📈

1K views3 weeks ago

YouTubeJames Vineeth

1:07

Customer Testimonial | Matt Reingold

240 views1 month ago

YouTubesolarwindsinc

0:59

Customer Testimonial | Lyndon Bilal

136 views1 month ago

YouTubesolarwindsinc

1:04

Customer Testimonial | Patty Fugate

308 views1 month ago

YouTubesolarwindsinc

0:18

Must-Have Features for an Automated Invoice Management S…

1.1K views3 weeks ago

YouTubeExcel VBA Automation

0:53

Discover how BTM Performance streamlined its business operatio…

118 views1 month ago

YouTubeMoiboo Business Automation Software

0:38

Essential AI Tools Every Accountant Must Use

8.8K views1 month ago

YouTubeTally Tutorial

0:15

All Dream end 💔 Dear valued partner, Greeting from British Council Ban…

130.1K views2 weeks ago

TikTokits_tarek04012

Fluke FEV350 EV Charging Station Analyzer Unboxing

212.1K viewsAug 26, 2024

TikTokflukecorp

0:55

Anthony sistilli on TikTok

61.2K views8 months ago

TikTokanthonysistilli

Build Your Own AI Powered CRM from Scratch

50.5K views10 months ago

TikTokstephengpope

1:41

collect customer data -> implement offers and new products | Produc…

2.2K views4 weeks ago

TikTokroasbrez

1:25

Pro Grammer TV on TikTok

52.3K viewsApr 21, 2024

TikTokfrace_programmertv

0:14

If you’re collecting client data but not analyzing it, you’re leaving $$…

979 views1 month ago

TikToklegaltechattorney

0:13

What is a Trailblazer? #Salesforce

3.2K viewsJun 13, 2024

YouTubeSalesforce

See more videos

monday CRM Software | Track with Real-Time Data
https://monday.com › CRM Software › for SMBs
SponsoredGet an Easy-to-use CRM that is Fast to Setup. Control your Sales cycle, Never Mis…
Site visitors: Over 100K in the past month
Free Online Business Software | #1 Free Tool for SMBs
https://www.odoo.com › app › erp
SponsoredCRM, Sales, MRP, Accounting, Inventory, Invoicing & more. Odoo has an app for e…
Site visitors: Over 100K in the past month
Integrated Business Apps · 1 Price All Apps Included · Apps · Open Source
- Examples ·
- Pricing Plans ·
- Download ·
- Apps

Top suggestions for customer data management software

monday CRM Software | Track with Real-Time Data

Free Online Business Software | #1 Free Tool for SMBs