Introducing CRM for Everyone— Resource Gallery

CRM for Everyone: A truly democratic approach to delighting customers

The ultimate goal of every business is to achieve customer delight—and achieving customer delight cannot happen with the effort of a single person or function. It is often the result of the collaboration of sales teams with several other departments. While sales teams are the champions that lead customer conversations and make the tough negotiations with prospects, in order for timely and successful wins, they need to be enabled by several other teams, such as the presales solution experts team for implementation consulting, the legal team to put a contract together on time, or the marketing team that brings out convincing case studies. The ultimate clinching of a business deal is the result of cumulative efforts of multiple minds.

So, if several teams have a stake in business performance, have deliverables that they must bring to the table, and the responsibility of promoting customer delight is entrusted across teams, then why shouldn't the power and access to efficient systems be awarded to every team that enables sales and works with the customer?

Presenting CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can find their place in the CRM, assume power to devise their own processes and functions, and seamlessly collaborate among other teams to meet a singular objective— delight their customers every day.

Learn more about how CRM for Everyone works, and all the features available on the subject!

CRM for Everyone

Purpose and Benefits

Team modules

Read-Me-First guide for Admins
Configuring Team modules

Working with Team modules

Automation in Team modules

Requester Roles

Use case: Team modules for Zylker Tech

FAQs on Team modules

Teamspaces

Creating and managing Teamspaces
FAQs on Teamspaces

CRM's Next Gen UI

Navigating the CRM Next Gen UI
FAQs on the Next Gen UI

Chart view for modules

What is the chart view?
FAQs on using the chart view

Interactions Tab

Understanding the Interactions Tab
FAQs on the Interactions tab

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Track and measure every business goal

Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.

Understand the customer journey on your website

Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.

Visualize your visitor's behavior with color codes

Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

Record real visitor interactions on your website

Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

Test and optimize webpages for better conversions

Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.

Give each customer a unique website experience

Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.

Grow your business through customer feedback

Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

Send timely updates that customers love

Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.

Advertise your business to website visitors

Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.

Access more advanced settings in PageSense

Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.

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Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.

Discover your favorite integrations with PageSense

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Quick Links	Workflow Automation	Data Collection
Web Forms	Retail	Online Data Collection Tool
Embeddable Forms	Banking	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
CRM Forms	Customer Service	Forms for Solopreneurs
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel	Features for Order Forms
Prefill Forms	Non-Profit	Forms for Government
Intake Forms	Legal	Mobile App
Form Designer	HR	Mobile Forms
Card Forms	Food	Offline Forms
Assign Forms	Photography	Mobile Forms Features
Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms	Insurance
Drag & drop form builder
Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
Form to PDF	Jotform alternative	HIPAA Forms
Email Forms	Wufoo alternative	Encrypted Forms
Accessible Forms	Typeform alternative	Secure Forms
		WCAG

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