If you’re new to setting up a CRM and helpdesk integration, we’re here to help you make sure you have all your “boxes checked”. Check your access to data. Ensure you have admin permissions in both systems to access the data needed

We love data at our team, very much. We try to use whenever and wherever it is possible. But one of the controversial topics we always discuss internally is how much we dislike online dashboards. Here are some things that we don’t like

Let’s dream a little together. If you were to come up with the ideal way to view your business data, what would that look like? Why would you choose one visualization over another? What are you hoping to gain from the data you

There have been a lot of great posts recently about losing Deals (check out Pipedrive’s great post about that or Mark Suster’s gem here). What piques my interest is how we can use our data to track these losses, and ultimately harness

I recall vividly, I was still in my first year in an entry-level fundraising position with a local non-profit. I was responsible for entering gifts into our donor database, and — as will happen at least once to everyone working in a database — I accidentally,

At Import2 we’re lucky enough to have organic traffic generating more leads than we could handle for quite a long time. But eventually efficiency of the product allowed us to serve more customers and proactive marketing became one of our priorities. Willing to