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Is Your AMS Really a CRM?

The CRM vs AMS Comparison Continues If you had to describe the difference between a customer relationship management...

Chris Capistran

SMB Sales and Marketing: Finding a Right-Fit Solution 

Finding an SMB sales and marketing solution that fits your teams needs and budget can be tough. There are more options...

Kate Becker

Power Automate SharePoint Integrations for Your Association or SMB

A Power Automate Sharepoint integration unlocks some tremendous efficiencies with automation workflows. We help our...

Kyser Lineberry

Cobalt’s Microsoft Solutions Partner Status

The Microsoft Solutions Partner for Business Applications isn’t easy to get. But Cobalt was recently awarded that...

Elena Hin

What is an AMS System (vs CRM vs ERP systems)?

What is an AMS system? Wait — what does AMS even stand for? Is the M for membership or management? Is the S for...

Mallory Lawhorne

Cobalt Partners With ClickDimensions To Launch PowerPack, Optimizing Sales And Marketing For SMBs

Unifying Business Strategies for Microsoft-centric Small and Medium-Sized Enterprises ARLINGTON, VA, 2023 – Cobalt, a...

Chris Capistran October 31, 2023

Sales Process Flowchart Essentials for Any CRM or Industry

A sales process flowchart is a great way to capture, define, or reimagine your team’s sales efforts. In our...

Elena Hin

Say Yes! to the Engagement Snapshot Dashboard

It’s never been easier to say “I do” to Power BI. Keeping track of how active your members are can be...

Elena Hin

Events Snapshot Dashboard

Here’s an exciting event you don’t need to RSVP to: we’re launching Power BI dashboards! We’ve...

Elena Hin

Lights, Cameras, Action! A Membership Snapshot

Is this you prepping for every monthly, quarterly, and yearly meeting? Are you spending too much time going through...

Elena Hin

eCommerce Snapshot Dashboard

This is our dashboard confessional — we’re really excited about this one. A member of our new (sweet) suite...

Elena Hin

CRM Integration Roundup: Connect Excel, LinkedIn, Outlook, and More  

Your CRM integration with other critical software and applications in your tech stack is a huge factor in choosing a...

Kate Becker
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