The editors at Solutions Review have compiled a summary of the ClickUp project management features that marketing teams might benefit from. Solutions Review participates in affiliate programs, so we may make a small commission from products purchased through this resource.

ClickUp is a task and project management application designed to help teams of all sizes plan, organize, and collaborate from a single, customizable app. The software comes with hundreds of features that businesses can customize for whatever use case they need. Alongside its sales, development, marketing, design, and other functionalities, ClickUp provides project management features that marketers can use to improve collaboration, streamline project organization, and track progress toward company goals.

With that in mind, the Solutions Review editors made the following list to spotlight some of ClickUp‘s project management features that marketing teams of all sizes and industries can use to improve their strategies.

The ClickUp Project Management Features Worth Knowing About

Time Tracking Insights

Time tracking is crucial to managing a project’s progress, and ClickUp can help make it easier than ever. Customers can track time, add notes, set estimates for task completion, and view reports from anywhere. The time tracking tools can be used on desktop, mobile, and web browsers via ClickUp’s Chrome extension, allowing users to link any time logged on any platform back to a specific task on ClickUp. Other features include customizable timesheets, sorting tools for identifying bottlenecks, filters, editing tools, and more.

Automations

With ClickUp Automations, businesses can eliminate the busy work involved in routine tasks and create consistent, automated processes that allow users to focus on the most valuable workloads. The software offers users a collection of pre-built and customizable automations for creating new tasks, changing statuses, saving time, and integrating with other leading marketing and project management applications.

Dashboards

Marketers can use ClickUp’s project management functionalities to create high-level views for monitoring customer lifetime value (CLV), tracking average deal sizes, and visualizing their customer data in a single, connected place. ClickUp’s dashboards can be customized with over fifty dashboard widgets for various use cases so users can decide what kind of data, activities, and information they want to visualize.

Pre-Built Templates

With ClickUp, marketers can use ready-made templates for various use cases—including finance, recruiting, marketing, sales, CRM, project management, and more—or customize one to fit a specific set of criteria. Once a template is created, it can be saved, customized, or used again for various tasks, helping users avoid repetitive tasks and save time.

Collaboration Tools

Collaboration is a critical part of any successful marketing team. ClickUp provides users with features designed to help improve collaboration and maintain company alignment across projects and departments. These features include proofing tools, shareable comments, email functionalities, real-time messaging, and interactive “whiteboards,” which can help virtual teams brainstorm ideas and convert them into trackable tasks.

Integrations

If there are any marketing functionalities that ClickUp cannot provide natively, the odds are high that there’s an integration to help. Marketing teams can integrate ClickUp with their email marketing efforts or connect with an extensive collection of marketing and CRM tools, including Slack, Outlook, Calendly, Zoom, Microsoft, Zendesk, Discord, and dozens more.

The post The ClickUp Project Management Features that Marketing Teams Should Know About appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

The editors at Solutions Review compiled an overview of the ActiveCampaign email marketing features companies should know how to use. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.

Email is one of the oldest and most essential digital marketing tools in a company’s arsenal, and its reputation is well-earned. Email marketing allows companies to create a customizable experience that appeals to a broad audience of consumers and empowers them to create automated campaigns that nurture target audiences down the sales funnel with personalized messaging. However, with so many email marketing solutions available, finding the best one for your company can be daunting.

To help, the Solutions Review editors have compiled a rundown of the email marketing features available on ActiveCampaign, a leading email marketing, customer relationship management (CRM), and marketing solution provider for companies across industries.

The ActiveCampaign Email Marketing Features to Know About

Email Segmentation

Segmentation is a crucial component in marketing strategies across channels. With ActiveCampaign’s email segmentation features, marketers can ensure that every contact in their database receives content they actually want to see, improving engagement and maximizing retention. These features are based on “tags,” which can be automatically added to contacts based on actions they take (i.e., clicking a link in an email, checking out your website, etc.). Additionally, all the tags, data, and custom fields you make and collect in ActiveCampaign can be used to create as many groups as your marketing team wants.

Subscription Forms

Deliverability

Email deliverability can be one of the secret weapons of your marketing strategy. For example, ActiveCampaign’s email deliverability capabilities will measure your ability to deliver emails to recipient inboxes and identify where your message lands in those inboxes (i.e., the primary inbox, promotional tab, spam folder). Those capabilities cover everything from email engagement metric tracking to reputation checks, bounce rates, spam complaints, email authentication, and compliance.

Site Tracking

With site tracking, marketers can see what products, services, and information their contacts are most interested in and use that data to create content and follow-ups that convert more customers. ActiveCampaign’s site tracking suite includes native features and integrations for tools like lead scoring, goal tracking, sign-up forms, advanced reporting, and more.

Want to Learn More? Click Here to Save 15% on an Annual ActiveCampaign Subscription 

The post The ActiveCampaign Email Marketing Features You Should Know About appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

A schedule of events for the WorkTech Insight Jam LIVE event on December 6th, the annual element of Solutions Review’s Insight Jam, an always-on community for enterprise technology end-users, experts, and solution providers.

What is Insight Jam?

Think of the Insight Jam as a continuous, ongoing, interactive tech event. The Insight Jam will always be here when you need answers to the questions that matter to your organization and career. We’ve partnered with leading industry experts, thought leaders, and analysts to live stream an ongoing collection of Roundtable Events, Breakout Sessions, and Expert Podcasts. Additionally, the whole experience is built on a community platform that enables unlimited discussions, posts, and polls to bring you deeper into the enterprise technology conversation.

Your Insight Jam journey starts here and starts now. We encourage you to dive in, explore, share, and engage. Let’s challenge ideas, bring new perspectives, and elevate our knowledge together.

Join the Fastest-Growing Enterprise Tech Software End-User Community

Solutions Review is the largest software buyer and practitioner community on the web. Our Universe of Influence reach is more than 7 million business and IT decision-makers, C-suite, and other top management professionals. Our readers primarily use us as an enterprise technology news source and trusted resource for solving some of their most complex problems.

Our collection of vendor-agnostic buyer’s resources helps buyers and practitioners during the research and discovery phase of a buying cycle. This critical stage of information gathering is where buyers narrow down the field of solution providers to a short list they plan to engage. The mission of Solutions Review is to make it easier for buyers of business software to connect with the best providers.

With that in mind, let’s dive deeper into what you should expect from each of the four unique panel discussions planned for the WorkTech Insight Jam, who is participating, and how to reserve your seat.

Event Details: Insight Jam LIVE on December 6, 2023

11:00 AM (EST): Executive Roundtable: What Role Should AI Play in Industrial Automation Initiatives?, featuring panel moderator Sam Gupta, Principal Consultant at ElevatIQ. Panelists include Cris Grossman of Beekeeper, Debbie Baldwin of Acumatica, Edmund Zagorin from Arkestro, Nandan Mullakara of Bot Nirvana, and Vikhyat Chaudhry from Buzz Solutions. Watch it on LinkedIn and YouTube!

12:00 PM (EST): Executive Roundtable: Improving Experiences with AI-Powered Customer Engagement, featuring panel moderator Michael Israel, the Head of Field Service Evangelism at Zuper. Panelists include Dan Aldridge from Merino Consulting Services, Ivan Ostojić at Infobip, Raghu Ravinutala of Yellow.ai, Jason Beres at Infragistics, and Isabelle Guis from Brevo. Watch it on LinkedIn and YouTube!

1:00 PM (EST): Executive Roundtable: How to Harness Generative AI in the Enterprise (With Real Use Cases), featuring panel moderator Dan Aldridge, the Director of North America at Merino Consulting Services. Panelists include Cameron Van Orman at Planview, Kausikram Krishnasayee from Kissflow, Jonathon Reilly of Akkio, Mark Chaffey at hackajob, and Nandan Mullakara of Bot Nirvana. Watch it on LinkedIn and YouTube!

1:00 PM (EST): Executive Roundtable: How Emerging Technologies are Affecting Digital Transformations, featuring panel moderator Sam Gupta, Principal Consultant at ElevatIQ. Panelists include Kausikram Krishnasayee from Kissflow, Krishna Dunthoori at Apty, Lux Narayan of StreamAlive, Manoj Chaudhary from Jitterbit, and Vikhyat Chaudhry at Buzz Solutions. Watch it on LinkedIn and YouTube!

Get Involved Today!

The post What to Expect at the 5th Annual WorkTech Insight Jam LIVE on December 6 appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

The editors at Solutions Review have spotlighted some of the best Udacity courses for marketing professionals and beginners to consider enrolling themselves in. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.

Marketing and customer relationship management are some of the most critical factors in an enterprise’s success. The CRM market is evolving in real-time, too, which means organizations must consistently educate their employees on the newest marketing trends and CRM tools. With this in mind, the editors at Solutions Review have compiled this list of marketing courses on Udacity to consider taking.

Udacity is perfect for those looking to take multiple courses and acquire skills in numerous areas or for those who want the most in-depth experience possible through access to entire course libraries or learning paths. Udacity is home to more than 160,000 students in more than 190 countries. 

Note: The courses are listed in alphabetical order.

The Best Udacity Courses for Marketing Professionals and Beginners

Course Title: Become a Digital Marketer

OUR TAKE: Designed for students looking to start their digital marketing careers, this introductory program will equip students with the real-world experience and skills needed to succeed.

Description: Udacity has collaborated with industry leaders like HubSpot, Google, Facebook, Hootsuite, and other brands to develop a program that will equip students with a 360-degree view of digital marketing. Students who enroll in this course will learn about content marketing, social media marketing, SEO optimization, ad campaigns, analytics, email marketing, advertising on social media, and more. This course has no prerequisites, and students who commit 10 hours a week to the program can expect to finish it in approximately three months.

GO TO COURSE

Course Title: Become a Growth Product Manager

OUR TAKE: Equip yourself with a broad collection of growth-centric product, marketing, and lead management skills by enrolling in this top-rated training program.

Description: While not an exclusively marketing-centric training program, this course can help marketing professionals improve their ability to experiment with lead management strategies, optimize their data-driven decision-making, and drive product sales that benefit their company in achieving the next level of scale, profitability, and industry impact. The program includes three unique courses focusing on growth and acquisition strategies, activation and retention strategies, and monetization strategies.

Course Title: Become a Marketing Analyst

OUR TAKE: If you’re new to marketing and data analysis, this program is designed for you. Students can expect to learn the foundational marketing and analytics tools to help them advance in their careers.

Description: Learners that enroll in this introductory course will learn to collect and analyze data, model various marketing scenarios, apply essential design principles to create meaningful data visualizations, and build models to communicate findings with popular apps like Tableau and Google Analytics. The course has no prerequisites and includes all the content curriculum students need.

GO TO COURSE

Read Next: Take These Courses to Become an Expert Marketing Manager and The Best Marketing Strategy Books Worth Reading

The post The Best Udacity Courses for Marketing Professionals and Beginners appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

The editors at Solutions Review have compiled a schedule of events for the 4th annual Solutions Review’s WorkTech Insight Jam 2022, a community web event for enterprise technologists. This year’s event theme is The Proliferation of Cloud-Based Automation Technologies.

What is the WorkTech Insight Jam?

The WorkTech Insight Jam is a community web event that shares expert insights and proven best practices for evaluating, deploying, and using ERP, BPM, and CRM solutions. The Solutions Review editors are bringing the best and brightest minds in the WorkTech industry together for a one-day social media gathering. Participants will include industry analysts, experts, influencers, practitioners, and software solution providers under the hashtag #WorkTechInsightJam.

This year Solutions Review is doubling down on its popular Expert Panel segments to meet the demand for what its editors do best; bring industry experts together to publish the web’s leading content for enterprise technologists.

Join One of the Largest WorkTech Software Buyer and Practitioner Communities

Solutions Review ERP, BPM, Marketing Automation, and CRM are some of the largest software buyers and practitioner communities on the web. Our “Universe of Influence” reach covers more than 7 million business and IT decision-makers, alongside C-suite and other top management professionals in the industry. Our readers primarily use our site as an enterprise technology news source and trusted resource for solving some of their most complex problems with top-rated software solutions.

Our collection of vendor-agnostic buyer’s resources can help WorkTech software buyers and practitioners during the research and discovery phase of their buying cycle. This critical stage of information gathering is where buyers narrow down the field of solution providers to a short list they plan to engage. The mission of Solutions Review is to make it easier for buyers to connect with the best providers.

Event Details

Uncover insights personalized to your interests. From analysts to IT and the Public Sector, there will surely be something for everyone. Solutions Review editors will be breaking the web event into three main tracks so you can find the insights that are best for you:

8:30 AM – 12:30 PM: Advice for ERP, BPM, and marketing software buyers

11:00 AM: Executive Roundtable: The Proliferation of Cloud-Based Automation Technologies, featuring panel moderator Anders Lillevik of Focal Point. Panelists include Camela Thompson of CaliberMind, Chad Ruff of Act!, Guido Patanella of Nexthink, Sanket Akerkar of Acumatica, and Tony Newcome of ActiveCampaign. Watch it on LinkedIn and YouTube.

Anders Lillevik, Founder and CEO of Focal Point

Anders Lillevik is the founder and CEO of Focal Point, a procurement automation solution designed to centralize and streamline the entire procurement process. He is a former CPO turned entrepreneur with deep knowledge of the procurement industry. After being a procurement executive for over 20 years, Anders founded Focal Point to help organizations maximize the value of their procurement spending. He often speaks to automation technology saving the industry millions in excess procurement spending.

Camela Thompson, Vice President of Marketing at CaliberMind

Camela Thompson is the VP of Marketing at CaliberMind, a B2B platform that provides companies with in-depth revenue insights. Camela has spent 15+ years in Revenue Operations in the tech industry in successful startups such as Qumulo, Extrahop, and CDK Global (formerly Cobalt) before proving herself as a customer-first growth marketer. Previously, Camela ran her own consultancy where she specialized in creating customer-centric brand narratives.

Chad Ruff, Chief Technology Officer at Act!

Chad Ruff is the Chief Technology Officer at Act!, where he’s responsible for overseeing the company’s various engineering efforts. These include product development, research, quality assurance, DevOps, IT, and infrastructure efforts. He also helps lead Act!’s strategic planning and customer relations. With nearly three decades of creating successful technology companies with fruitful exit strategies, he employs new technologies creating and implementing technology strategies across the company.

Guido Patanella, the Senior Vice President of Engineering, Cloud and Architecture, at Nexthink

Guido Patanella—the Senior VP of Engineering, Cloud and Architecture at Nexthink—is a Cloud Computing Technology and Engineering leader with years of experience building and leading teams that design, implement, and operate large-scale SaaS/Cloud architectures of enterprise software companies. He’s previously served as Chief Technology Officer, Lead Cloud Technologist, and Senior Principal SaaS Architect at companies like TeamSystem, Workday, and Oracle.

Sanket Akerkar, Chief Revenue Officer at Acumatica

Sanket Akerkar is the Chief Revenue Officer at Acumatica. In that role, Sanket is responsible for leading worldwide sales, business development, customer success, and the technical enablement and business relationships with Acumatica’s various partners and resellers. He was previously responsible for sales, marketing, and services at Nauto, where he helped the company expand across developed and emerging markets across North America, Europe, and Japan.

Tony Newcome, Chief Technology Officer at ActiveCampaign

Tony Newcome is the Chief Technology Officer at ActiveCampaign, where he leads technology and product and works to set the vision for those teams. He’s also responsible for helping ActiveCampaigns teams execute their product roadmap, evolve their technology strategy, scale infrastructures, and more. Previously, Tony was a Senior Vice President of Engineering at Salesforce, where he was responsible for building products in the Salesforce Marketing Cloud and leading its engineering teams.

12:00 PM: Executive Roundtable: Is No-Code Automation the Way of the Future? Brought to you by HighGear and featuring panel moderator Dinesh Varadharajan of Kissflow. Panelists include Vaughn Thurman of HighGear, Anders Lillevik of Focal Point, Anthony Channon of Intent HQ, Jay Henderson of Alteryx, and Samuel Zita of Jitterbit. Watch it on LinkedIn and YouTube.

Dinesh Varadharajan, Chief Product Officer at Kissflow

Dinesh Varadharajan is the Chief Product Officer at Kissflow, a no-code/low-code work management platform. Dinesh is a seasoned thought leader in the industry. His years of experience help him speak to the challenges and opportunities of LCNC adoption and how to jumpstart stalled digital transformation. Before being appointed CPO, Dinesh acted as Kissflow’s Vice President of Product Management, where he helped launch the 4.0 version of the company’s flagship product Kissflow Workflow.

Vaughn Thurman, CEO at HighGear

Vaughn Thurman serves as HighGear’s CEO and leads his team of Workflow Champions with honesty, integrity, and an unwavering commitment to helping customers streamline operations. His dedication to superior customer service and passion for technical excellence is a permanent part of HighGear’s DNA. A seasoned entrepreneur, Vaughn has worked with enterprise technology for nearly 30 years. In 2003, Vaughn started his second startup, Swift Software, which led to the creation of HighGear.

Anders Lillevik, Founder and CEO of Focal Point

Anders Lillevik is the founder and CEO of Focal Point, a procurement automation solution designed to centralize and streamline the entire procurement process. He is a former CPO turned entrepreneur with deep knowledge of the procurement industry. After being a procurement executive for over 20 years, Anders founded Focal Point to help organizations maximize the value of their procurement spending. He often speaks to automation technologies that save the industry millions.

Anthony Channon, CTO at Intent HQ

Anthony Channon is the Chief Technology Officer and Acting Chief Product Officer at Intent HQ. He has over ten years of experience as a Data Scientist and Data Architect. He has undertaken complex analysis projects and designed and delivered next-generation data capabilities in the academic, government, and commercial sectors. His prior roles include the Head of Science and Development at Recordsure, Group Head of Data Science at TUI, and many more.

Jay Henderson, the SVP of Product Management at Alteryx

Jay Henderson has over twenty-five of experience as a product leader for companies that develop software for analytics and marketing technology markets. His focus covers all three product disciplines: product management, marketing, and strategy. He formulates product strategies and connects them to execution, which has helped him scale products, revenue, and organizations. He previously worked as a Senior Vice President of Product Management at Acoustic and IBM’s Director of Offering Management.

Samuel Zita, the Vice President of Solutions at Jitterbit

Samuel Zita is the Vice President of Solutions Engineering at Jitterbit, an API transformation company. Samuel has over twenty years of experience in the software industry, concentrating on customer success, integration, software architecture, systems analysis, and other categories. Before he joined Jitterbit, Sam was the Director of Customer Success – Integration at AgilOne, Director of Customer Success at RightScale, Director of Integration Services at Appirio, and Master Trainer at PeopleSoft.

12:30 PM – 4:30 PM: Best practices segment for ERP, BPM, and marketing practitioners

1:00 PM: Executive Roundtable: Industry 4.0: Charting the Future of Industrial Automation, featuring panel moderator Kenny Mullican of Paragon Films, Inc. Panelists include Alexis Chevallot of Capto, Arjun Chandar of IndustrialML, Edmund Zagorin of Arkestro, Ricardo Craft of Conexiom, and Sasha Grujicic of NowVertical. Watch it on LinkedIn and YouTube.

Kenny Mullican, the CIO of Paragon Films, Inc.

Kenny Mullican is the CIO of Paragon Films, Inc., where he’s responsible for analyzing the impact of technology to drive the business, process, and customer value for mid-market companies. He has years of industry experience improving business processes, supporting critical business strategies, formulating business system architecture plans, and directing the development, implementation, and maintenance of business application systems.

Alexis Chevallot, the CEO and Co-Founder of Capto

Alexis Chevallot is the CEO and Co-Founder of Capto, an open-sourced robotic process automation (RPA) software solution. Alexis has years of global experience in technology markets across Beijing, Los Angeles, Boston, Luxembourg, and London. Alexis first joined Deloitte in Paris and later joined PwC Lux to lead the implementation of data transformation projects across Europe and the Middle East. He has extensive knowledge of implementing automation with various technologies (i.e., OCR, ETL, and RPA).

Arjun Chandar, the Founder & CEO of IndustrialML

Arjun Chandar is the Founder and CEO of IndustrialML, a Boston-based enterprise software company helping industrial customers make factories smarter. He’s an experienced entrepreneur, business leader, data scientist, engineer, inventor, and expert in Industry 4.0. Arjun has spent his career leading the development and deployment of advanced technologies for manufacturing operations and production and equipping manufacturing teams with real-time data.

Edmund Zagorin, the CEO and Founder of Arkestro

Ricardo Craft, the Executive Vice President of Product Management at Conexiom

Ricardo Craft is the EVP of Product Management and Product Marketing at Conexiom, a fully automated, purpose-built solution for automating purchase orders, invoices, advanced shipping notices, and other essential commercial documents. Before Conexiom, Ricardo was the SVP of Product Management and Product Marketing at ServiceSource, as well as several other roles during his over ten year career. He holds an MBA from the Kellogg School of Management at Northwestern University.

Sasha Grujicic, the COO of NowVertical

Sasha Grujicic is the Chief Operating Officer at NowVertical, a software and services company that helps organizations transform their business, advance their automaton journeys, and evolve into future-ready, intelligent operations. In his role, Sasha is responsible for guiding and building upon NOW’s M&A vision, managing the day-to-day operations of NOW, driving commercialization throughout the organization, and working with the NowVertical CEO to acquire and integrate new companies.

2:00 PM: Executive Roundtable: How to Build a Process Automation Tech Stack, brought to you by HighGear and featuring panel moderator Vaughn Thurman of HighGear. Panelists include Bernd Ruecker of Camunda, Charlotte Adams of Bonitasoft, Dan Parsons of Thoughtful, Conor Egan of Contentstack, and Matthew Agnew of Blueprint Software Systems. Watch it on LinkedIn and YouTube.

Vaughn Thurman, CEO at HighGear

Vaughn Thurman serves as HighGear’s CEO and leads his team of Workflow Champions with honesty, integrity, and an unwavering commitment to helping customers streamline operations. His dedication to superior customer service and passion for technical excellence is a permanent part of HighGear’s DNA. A seasoned entrepreneur, Vaughn has worked with enterprise technology for nearly 30 years. In 2003, Vaughn started his second startup, Swift Software, which led to the creation of HighGear.

Bernd Ruecker, the Chief Technologist and Co-Founder of Camunda

Bernd Ruecker is the Chief Technologist and co-founder of Camunda. As the leader of Camunda’s developer relations, Bernd is responsible for helping developers utilize BPM technology to the full extent, coaching countless users to implement business logic centered around long-running flows. He is currently focused on developing new workflow automation paradigms that fit into into modern architectures around distributed systems, microservices, event-driven architecture, and more.

Charlotte Adams, the VP of People at Bonitasoft

Charlotte Adams is the VP of People at Bonitasoft, where she’s responsible for developing HR policies at the employees’ service and supporting the company’s growth by creating favorable work conditions to promote professional fulfillment. Charlotte graduated from IAE de Grenoble with a Master’s degree in Strategic Human Ressources Management. She developed strong HR management skills within different software companies such as Digimind, Arturia, and now Bonitasoft.

Conor Egan, the VP of Product and Engineering at Contentstack

Conor Egan is the VP of Product and Engineering at Contentstack, an API-first, headless CMS technology platform. In that role, Conor is responsible for managing Contentstack’s industry-leading product and engineering teams. He has 15+ years of experience building products that have earned multiple software patents, won industry awards, and helped lead digital transformation initiatives at some of the world’s largest brands.

Dan Parsons, the Co-Founder and Chief Platform Officer at Thoughtful

Dan Parsons is the Co-Founder of Chief Platform Officer at Thoughtful, a fast-growing tech company in the digital automation marketplace. As the Chief Platform Officer, Dan is helping the company develop a world-class team of employees to reimagine how businesses operate, provide customers with process automation as a Service (SaaS model), produce an outsized ROI, and more. He also has experience advising early stage companies on fundraising, product development, founder dynamics, and more.

Matthew Agnew, the Director of Product Marketing at Blueprint Software Systems

Matthew Agnew is the Director of Product Marketing for Blueprint Software Systems, a business transformation platform provider. For over 10 years, Matthew has been a resource for sales, marketing, communications, and product management in the SaaS technology sector, using his creative background to help organizations find new and innovative ways to succeed. Some of his other roles include Solutions and Product Manager, Product Marketing and Lead Communications Specialist, and more.

4:30 PM – 8:30 PM: Industry trends and predictions for 2023

Why Participate?

Wondering what’s in it for you? Join us for the 4th Annual WorkTech Insight Jam to get advice on ERP, BPM, and marketing software buying, best practices for piloting new and emerging technologies, and discover what the future will bring. It will also be a top-notch networking event featuring many of the foremost thought leaders in the field.

FAQ

What: The 4th Annual Solutions Review WorkTech Insight Jam

When: Wednesday, December 14, 2022, from 8:30 AM to 8:30 PM (EST)

Where: Twitter (using the hashtag #WorkTechInsightJam), YouTube, LinkedIn

The post What to Expect During the 4th Annual Solutions Review WorkTech Insight Jam on December 14 appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

The editors at Solutions Review have compiled the following list to spotlight some of the best Zendesk integrations and apps to work with if you want to expand the Zendesk platform. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.

Zendesk is one of the leading platforms for sales, marketing, and customer service teams. With its sales automation software, pipeline visualization, lead management, mobile access, and reporting capabilities, Zendesk provides clients with a flexible CRM and Service platform that can be configured to meet the needs of various industries worldwide. However, even the best solutions can’t meet any business need under the sun, which is where the value of integrations comes into play.

With that in mind, the editors at Solutions Review have compiled the following list of the best Zendesk integrations and apps. These tools will expand Zendesk’s native functionalities and come from one of Zendesk’s partners or the company itself.

The Best Zendesk Integrations and Apps

Pipedrive

Description: Pipedrive is a sales CRM and pipeline management system that offers an integration tool with Zendesk’s Ticketing System. The two solutions can help a company’s sales and support representatives track and prioritize customer support interactions. The integration also allows users to access Pipedrive customers’ information from the Zendesk platform and vice versa, effectively eliminating the need to switch between the two applications. The Pipedrive integration is free to download on the Zendesk Marketplace. 

ActiveCampaign

Description: ActiveCampaign provides companies of all sizes with a customer experience automation platform (CXA) designed to help automate and customize marketing efforts. With its Zendesk Support integration, customers can continuously update and create new deals with information based on the various actions a prospect takes when interacting with sales and service reps. The ActiveCampaign integration is free to download on the Zendesk Marketplace. 

ClickUp

Description: ClickUp is a task and project management application designed to help teams of all sizes plan, organize, and collaborate from a single, customizable app. The company offers an integration tool for Zendesk’s ticketing system designed to help support teams increase productivity and stay on top of their tickets and tasks. Features include linking tickets to specific tasks, creating new tasks from data in ClickUp, and developing 2-way links. The ClickUp integration is free to download on the Zendesk Marketplace. 

Zoho CRM

Description: Zoho is a multinational company specializing in software development, cloud computing, and web-based business tools. Companies can integrate their Zoho CRM and Zendesk accounts to provide their sales and support teams with contact, lead, and prospect details from Zoho CRM’s database. The integration is built to help users maintain hassle-free knowledge transfers between their company’s departments. The Zoho CRM integration is free to download on the Zendesk Marketplace. 

Dialpad

Description: Dialpad is a business phone system that uses AI technology to equip users with unlimited text and team messaging tools and one-click meetings. Its integration with Zendesk Support’s ticketing system—available with Zendesk Talk – Partner Edition for Dialpad Pro and Enterprise customers—allows users to place calls directly from the Zendesk platform and automatically turn calls or voicemails into tickets. The Dialpad integration is free to download on the Zendesk Marketplace. 

Video Reply by GrowthDot

Description: Video Reply is an application that helps users record video messages and use them inside service tickets instead of traditional text. The integration from GrowthDot plugs into Zendesk Support and can be used to create product tutorials and introductions for customers. Its out-of-the-box features will help reps record from their PC, measure video performance, create branded previews, request videos from customers, and more. The Video Reply integration is free to download on the Zendesk Marketplace. 

MyReadReceipts, Inc.

Description: The My Read Receipts & Email Tracking toolkit was created to expand Zendesk’s functionalities. The integration comes equipped with read receipts, email tracking tools, automatic follow-ups, receipt metadata, customizable HTML email headers, and other functionalities. The Read Receipts integration is free to download on the Zendesk Marketplace and includes a 30-day free trial to Read Receipt’s pro features.

Integrations Built by Zendesk

Mailchimp for Sell

Description: The Mailchimp App for Zendesk Sell provides sales teams insights into the types of content that most resonate with customers. Users can track the customer’s email campaigns, view in-depth reports on the actions customers take in each campaign, and subscribe or unsubscribe a customer from a particular list. The integration is built internally by Zendesk and is available for free on the Zendesk Marketplace.

Knowledge Capture

Description: With the Guide Knowledge Capture App, Zendesk Support users can search and link articles into active tickets, create new reports with pre-defined templates available in Zendesk Support’s agent interface, and provide quick inline feedback on articles to aid in content improvements. The Knowledge Capture integration is built internally by Zendesk and is available for free on the Zendesk Marketplace to all Zendesk Guide Customers.

Scratchpad

Description: Zendesk’s Scratchpad integration plugs into Zendesk Support and enables agents to make notes, craft responses, and write down information during a live chat or phone call, making it easier for them to jot down thoughts on the fly before formatting and submitting them in the comment field. Agents can even save their snippets for future use. The Scratchpad integration is built internally by Zendesk and is available for free on the Zendesk Marketplace.

Select an Address

Description: The Select an Address integration allows admins and agents in the Zendesk Support solution to change the default support email address associated with a particular ticket. Users can personalize outbound messages, reroute inbound tickets to the appropriate groups, specify a default email address by group, select a specific address when creating a ticket, and more. The Select an Address integration is built internally by Zendesk and is available for free on the Zendesk Marketplace.

WhatsApp for Sell

Description: While still in its Early Access Program (EAP), the WhatsApp integration for Zendesk Sell will allow users to use Sunshine Conversation’s functionalities to receive and answer messages from the Sell platform. The WhatsApp for Sell EAP is currently only available to customers on the Zendesk Sell Elite plan and who have a Sunshine Conversation plan on their account. The integration is built internally by Zendesk and is available to download for free on the Zendesk Marketplace.

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The editors at Solutions Review compiled the following list of top-rated Monday.com training courses to help marketing teams learn how to use the platform’s CRM, marketing, and project management capabilities. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.

As a relatively newer player in the CRM and marketing space, monday.com has experienced rapid growth and quickly broken into the mainstream. The cloud-based, scalable, and flexible project management software provider equips its users with tools for creating tailored sales pipelines, workflows, and processes that drive growth. And with its integrated sales and marketing CRM, marketers can take advantage of features for sales pipeline management, workflow automation, customer tracking, data management, custom automations, pipeline management, custom dashboards, and a collection of integrations.

With that in mind, our editors collected a list to spotlight some of the best monday.com training courses available on learning platforms. Marketers of all experience levels can take these courses to improve their expertise in the monday.com platform and ensure that they utilize the many marketing and project management features. The list is not static and may change as new courses and insights enter the marketplace.

The Top Monday.com Training Courses

Course Title: Getting Started in Monday.com

OUR TAKE: If you’re new to Monday.com, this introductory course can help you get acquainted with the dashboards, automation, and other management functionalities the platform offers.

Provider: Michael Management

Description: This course is offered by Michael Management, a top-rated online learning provider for individuals and corporate teams, and acts as a beginner’s introduction to monday.com’s capabilities. Users that enroll in the three-hour instructor-led training course will learn how to set up an account, navigate the platform’s UI, create boards, get team members integrated into the software, develop dashboards, and add automations.

Course Title: A Users Guide to Monday.com

OUR TAKE: This training course is well-suited for new and active monday.com users alike, as it will help you learn about the platform’s lesser-known features and equip you with all the best practices you need.

Provider: Skillshare

Description: With almost two hours of in-depth video walkthroughs and demonstrations, this training course will help monday.com users of all experience levels to use the platform in the best possible way. Topics and features covered include creating an account, making boards, linking data to boards, using groups, managing columns, updating team members with automated emails, managing members, tracking subscribers, adding substacks, and more. Users don’t even need a monday.com account to take the course because instructor Ashley Bell can help provide a 14-day free trial.

Course Title: Monday for Beginners – An Introductory Course to Monday

OUR TAKE: With nearly three hours of material across thirty-six videos, this comprehensive introduction to monday.com will help you and your team learn how to use the platform’s collection of marketing, CRM, and project management functionalities.

Provider: Udemy

Description: In this introductory course, monday.com users will learn how to create boards, automations, and dashboards and see firsthand how those tools can work together as an end-to-end Work OS. The training videos offer easy-to-understand summaries of many of monday.com’s features. Upon completion, learners will know how to set up an account, create and manage boards, develop columns, utilize board templates, add data to connecting boards across projects, filter data, present dashboards, add automations to boards, and more. Users don’t need to have a monday.com account to engage with the course, making it an ideal program for businesses to learn more about the platform before signing up.

Course Title: Monday – Project Management – Intermediate to Advanced

OUR TAKE: Learn all about monday.com’s capabilities with the hands-on, contextual examples and video presentations in this training course. You’ll learn about the platform’s tools and use them to improve your project management skills.

Provider: Udemy

Description: Designed for marketers and project managers who are actively using monday.com, this three-hour course covers higher-level concepts and tools like agile project management, collaborative whiteboards, project approval boards, budget management, app development, file management, intake processes, and additional tips and tricks to improve productivity with the monday.com platform. The course has been taken by over 1,00 students and currently has a 4.4-star rating on Udemy, making it one of the most popular monday.com training courses available.

Links to READ: The Best Marketing Certifications to Consider Taking

The post The Top Monday.com Training Courses for Marketers to Consider appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

The editors at Solutions Review have researched the best products, sifted through reviews, measured the features of top sellers, and have taken what we’ve found and compiled it into this list of the best secondary monitors for CRM professionals. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.

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Acer R240HY

SUMMARY: The Acer R240HY offers a 23.8″ In-Plane Switching (IPS) display sporting solid color accuracy and gray-scale performance. The screen features 1920 x 1080 resolution, a zero frame design, a blue light filter to reduce the strain on your eyes, a -5 to 15-degree adjustable stand, and a headphone jack. While the screen does not provide USB connectivity, it does offer HDMI, DVI, and VGA ports. 

PROS

• Attractive price point
• Energy efficient EcoDisplay design
• Zero frame design

CONS

• No speakers or USB connectivity
• Tilt-only stand limits adjustability
• General lack of extras

OUR TAKE: While lacking in bells and whistles, the Acer R240HY is an affordable and well-rounded monitor with enough features to make it a suitable choice for marketers looking to expand their workspace. The zero frame design is one of its best qualities and makes it an ideal second monitor option, as it reduces the gap between the screens and makes it easier to transition between the two while working.

HP 24mh

SUMMARY: The HP 24mh features an impressive FHD, micro-edge display with IPS technology, a maximum resolution of 1920 x 1080 at 75 Hz, and easy connectivity to other PCs, gaming consoles, and other peripherals, thanks to its HDMI, DisplayPort, and VGA ports. With an “ultra-slim” design that won’t take up an excess of space on a desk, the monitor has a 100mm range of height adjustments alongside a tiltable screen with 5° forward or 23° backward tilt capabilities. 

PROS

• Great price
• Micro-edge screen
• Height and tilt adjustability

CONS

• Subpar brightness
• No USB connectivity
• The manufacturer’s warranty is only for 1 year

OUR TAKE: The HP 24mh may be one of the best secondary monitors available at this price point. The micro-edge screen and compact base maximize usable space, and the built-in ports make it easy to link it with other devices. It also includes built-in 2-watt speakers (just don’t expect them to blow you away) and solid sRGB color coverage. While the brightness isn’t as crisp as it could be, and the limited warranty and lack of USB options aren’t ideal, there’s a lot of value to be found in the HP 24mh monitor, especially at this price.

LG 27UN850-W

SUMMARY: This 27-inch LG 27UN850-W UltraFine monitor is one of the pricier products here. Its 4K UHD, 3840 x 2160 resolution, and IPS screen make it an effective gaming computer and a powerful business tool. The monitor comes with rear-placed HDMI inputs, a DisplayPort input, an upstream USB-C port, two downstream USB 3.0 ports, and a USB port. Users can also adjust the monitor with height, rotation, swivel, and tilting capabilities. 

PROS

• Height, rotate, swivel, and tilt adjustments
• Sharp UHD display
• Large, borderless screen

CONS

• Higher price point
• Color accuracy is slightly skewed out of the box

OUR TAKE: While not an ideal choice for every marketer, the LG 27UN850-W features some of the best performance and visual resolution for a monitor in this price range. If you’re doing a lot of graphic design work for your marketing campaigns or want a more versatile product to expand your workspace with, LG’s monitor can easily fit the bill.

LG 32QN600-B

SUMMARY: The LG 32QN600-B offers professionals a robust 32-inch screen sporting 2560 x 1440 resolution alongside LG’s QHD IPS display features. Colors are especially strong, making the monitor a good choice for image and video editing purposes. While the 32QN600-B does not have USB-C ports, it does include two HDMI inputs, a DisplayPort input, two downstream ports, and a headphone port.

PROS

• Large screen with sharp visuals
• A 3-sided, nearly borderless design
• Good feature set for price

CONS

• No height adjustment
• Lack of USB ports
• No built-in speakers

OUR TAKE: If you like the LG brand but want something a little more accessible than the 27UN850-W, the LG 32QN600-B may be the monitor for you. It’s a well-rounded product with sharp visuals and performance, making it a compelling option for visual editors, coders, and marketers alike. It’s missing a few key features (USB ports, speakers), but the quality and size of the screen mean it will quickly fill the role of a secondary monitor.

Sceptre E205W-16003R

SUMMARY: If you’re looking to expand your desktop’s workspace, the Sceptre E205W-16003R is an easy, affordable, and reliable monitor to work with. The monitor features a 20-inch LED screen, a maximum resolution of 1,600 x 900, a 75Hz refresh rate, and a bezel-free design that maximizes the screen’s usability. The I/O ports are in the rear of the monitor and face outward. They include two HDMI inputs. a CGA port, and a headphone jack.

PROS

• Includes a pair of speakers
• Low price point
• The bezel-free design makes it an ideal secondary monitor

CONS

• Lower resolutions
• No height adjustments
• Lack of USB ports

OUR TAKE: The Sceptre E205W-16003R 20-inch screen is smaller than other options, but the bezel-free design means you can set it up next to another monitor and have a near-seamless viewing area across both screens. The limited resolution is disappointing, but the monitor will work well for marketing professionals looking to improve their productivity and multitasking with a second monitor.

NOW READ: The Best Udacity Courses for Marketing Professionals and Beginners

The post 6 of the Best Secondary Monitors for CRM and Marketing Professionals appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

The editors at Solutions Review have compiled a list of the best marketing certifications that active and aspiring professionals should consider acquiring. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.

Marketing and CRM professionals are some of the most influential figures in a company’s success. Understanding target audiences and relevant technologies can be a tremendous asset as a company develops and launches its product or service offering. But with the market constantly changing and evolving in response to new trends and disruptions, it can be challenging to stay on top of everything happening in the market. Aspiring and active digital marketing professionals alike need to continually educate themselves to maintain their expertise.

With this in mind, our editors have compiled a list of the best marketing certifications from leading online professional education platforms. The certificates listed below offer students and professionals the training they need to develop and improve their digital marketing skills, advance their careers, and stay on top of the newest tools and trends. This is not an exhaustive list but a collection that spotlights some of the best marketing certifications online available from trusted institutions.

The Best Marketing Certifications for Professionals

Certificate Title: Become a Digital Marketer

OUR TAKE: Designed for students looking to start a digital marketing career, this introductory program will equip students with the real-world experience and skills needed to succeed in their careers.

Platform: Udacity

Description: Udacity has collaborated with industry leaders like HubSpot, Google, Facebook, Hootsuite, and other brands to develop a program that will equip students with a 360-degree view of digital marketing. Students who enroll in this course will learn about content marketing, social media marketing, SEO optimization, ad campaigns, analytics, email marketing, advertising on social media, and more. There are no prerequisites for this course, and students who commit 10 hours a week to the program can expect to finish it in approximately three months.

Certificate Title: Become a Marketing Analyst

OUR TAKE: If you’re new to marketing and data analysis, this program is designed for you. Students can expect to learn the foundational marketing and analytics tools to help them advance in their careers.

Platform: Udacity

Description: Learners that enroll in this introductory course will learn to collect and analyze data, model various marketing scenarios, apply essential design principles to create meaningful data visualizations, and build models to communicate findings with popular apps like Tableau and Google Analytics. The course has no prerequisites and includes all of the content curriculum students need.

Certificate Title: MicroMasters Program in Marketing in a Digital World

OUR TAKE: As a MicroMasters Program, this program offers 5 graduate-level courses to equip learners with a thorough understanding of the concepts, skills, and strategies they need to build a lasting career in the world of marketing.

Platform: edX

Description: Unlike the MicroBachelors Programs offered by edX, this MicroMasters offers a year-long study of the tools, skills, and concepts every marketing and communication professional needs to succeed in their industry. The program expects students to commit seven to nine hours a week to its five courses which covers digital branding, audience engagement, reputation management, marketing metrics, buyer behavior analysis, multichannel marketing, strategic brand management, and various online marketing strategies. The course is offered through Curtin University (CurtinX) and taught by six industry and educational professionals.

Certificate Title: Professional Certificate in Customer Relationship Management for Marketers

OUR TAKE: Developed for working professionals who want to improve their marketing expertise, this tailored program will teach students all about the advancements in CRM and the value it presents.

Platform: edX

Description: This program’s two courses—focusing on marketing essentials and customer relationship management, respectively—are taught by two industry experts with plenty of experience in the world of online learning. Students who take the course will understand marketing concepts and trends better, accurately interpret industry applications, develop more substantial relationship perspectives, appreciate the strategic and tactical aspects of marketing strategies, and learn how specific marketing tools can retain customers.

GO TO CERTIFICATION

Certificate Title: Professional Certificate in Digital Marketing and Customer Engagement

OUR TAKE: Social media marketing requires skills that go beyond the social platforms you’re working on. With this course, students will understand how customers interact with your brand across social media, email, and other online platforms.

Provider: edX

Description: This course may not be exclusively centered on social media, but it covers crucial tools and techniques that every marketer needs to have at their disposal if they want to develop and maintain meaningful social media strategies. For example, students will learn to create lasting customer relationships, analyze how an audience interacts with various digital channels, and better understand how prospective and active customers interact with an online brand.

Certificate Title: Digital Marketing Specialization

OUR TAKE: This six-course online program is taught by four industry experts and provides marketing beginners with a thorough overview of the latest and greatest marketing skills they’ll need to kickstart their careers.

Platform: Coursera

Description: Offered by the University of Illinois at Urbana-Champaign, this comprehensive course will teach aspiring marketers all about digital marketing analytics, search engine optimization (SEO), social media marketing, 3D printing, and more. Students can complete the course in 8 months with an approximate time commitment of 5 hours a week. Students who complete it will receive their certificate alongside an in-depth understanding of the digital marketing landscape, tools, and the strategies needed to succeed.

Certificate Title: Salesforce Fundamentals Specialization

OUR TAKE: Best suited for Salesforce beginners, this course will guide students through the fundamentals of the Salesforce platform and equip them with the skills and tools they need to implement it in a business.

Platform: Coursera

Description: Students who take this 3-month course will walk away with the knowledge they need to manage and model data, create reports and visualizations, automate business processes, navigate around and between the Lightning and Classic Salesforce interfaces, integrate Salesforce into an organization, and more. The course is taught by Stephane Muller, the Director of the University of California, Irvine’s Business & Technology Programs.

Links to READ: The Best CRM Books You Should Be Reading or The Best Salesforce Training Courses on LinkedIn Learning

The post 7 of the Best Marketing Certifications to Consider Taking appeared first on Top CRM and Customer Relationship Management, Vendors, Companies, & Solutions.

When Solutions Review was founded in 2012, it was with a simple goal: to report on the latest developments in enterprise technology and make it easier for people to evaluate business software. We then built a collection of vendor-agnostic buyer’s resources to cut through the clutter of content and strip away the marketing hyperbole. 

Solutions Review is organizing the third annual WorkTech Insight Jam for the month of December—a one-day community web event dedicated to raising awareness around best practices when evaluating, deploying, and using ERP, BPM, and CRM solutions. Our editors will be sharing tips and expert insights throughout the day to help practitioners plan for the end of the year and prepare for 2022. Solutions Review will also be releasing its new 2022 Buyer’s Guide for Enterprise Resource Planning platforms so tool-seekers can get a jump start on identifying which solutions best fit their use case.

Join the Largest WorkTech Software Buyer and Practitioner Community

Solutions Review is one of the largest WorkTech software buyer and practitioner communities on the web. Our “Universe of Influence” reach is more than 7 million business and IT decision-makers, alongside C-suite and other top management professionals. Our readers primarily use us as an enterprise technology news source and trusted resource for solving some of their most complex problems.

Our collection of vendor-agnostic buyer’s resource help ERP, BPM, and CRM buyers and practitioners during the research and discovery phase of a buying cycle. This critical stage of information gathering is where buyers narrow down the field of solution providers to a short-list they plan to engage. The mission of Solutions Review is to make it easier for buyers of WorkTech software to connect with the best providers.

Why Participate in the WorkTech Insight Jam?

Wondering what’s in it for you? Join us for the WorkTech Insight Jam to get insight on ERP, BPM, and CRM software buying tips and best practices for piloting new and emerging technologies and find out what the future will bring. It’s also going to be a top-notch networking event featuring many of the foremost thought leaders in the field.

This forum is a unifying event for all those in the industry, and we welcome industry analysts, experts, influencers, authors, practitioners, solution providers, and end-users to weigh in. Set for Wednesday, December 8, 2021, Solutions Review will be sharing, posting, and tweeting actionable ERP, BPM, and CRM best practices content using the hashtag #WorkTechInsightJam. If you are interested in participating, here are a few ways you can be a part of the event:

• Please provide us with an audio or video clip with advice to those considering a WorkTech solution purchase.
• Send us short product demos.
• Participate in one of our discussion panels (as a speaker or a viewer).
• Use the hashtag #WorkTechInsightJam and share helpful content to help build a community space dedicated to this day.
• Predictions for 2022; what will next year bring in the space?
• Customer success stories using an ERP, BPM, or CRM solution—be specific!
• General advice for those evaluating WorkTech tools.

For more information on the 2021 WorkTech Insight Jam, check out our video explaining it in detail:

[youtube https://www.youtube.com/watch?v=cDIyBjKXANQ]

How do I submit content for the WorkTech Insight Jam?

• Written Content: Email to wjepma@solutionsreview.com.
• Video Content: Email to jpaula@solutionsreview.com. 
• Secure your spot on a panel discussion here.
• All content can also be submitted at InsightJam.com. 

The deadline for submissions is November 24th. Stay tuned for details about our other Identity and Access Management, Backup and Disaster Recovery, and Business Intelligence Insight Jams, set to begin on Monday, December 6th, 2021.

About Solutions Review

Solutions Review is a collection of technology news sites that aggregates, curates, and creates the best content within leading technology categories. Solutions Review’s mission is to connect buyers of enterprise technology with the best solution sellers. Over the past seven years, Solutions Review has launched 16 technology buyer’s guides sites in categories ranging from cybersecurity to wireless 802.11 and mobility management, business intelligence and data analytics, data integration, and cloud platforms.

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