We found TaxSlayer’s interface to be clean, simple, and fairly flexible. It was easy to move through, fairly modern, and clearly labeled. We also liked that TaxSlayer let us skip around to different steps. H&R Block, on the other hand, wouldn’t let us proceed to a different step until we’d filled out the current form — even for options as mundane as a phone number. Anyone who considers themselves fairly savvy with terms and tax credits won’t have a problem navigating TaxSlayer’s software.
Invest in security. There's no simple way to put it. When you're working with the sales pipeline and customer data, make sure security is top of mind—especially if you're using a SaaS-deployed CRM solution (which means not only the app but likely also a big chunk, if not all, of your customer data resides in the cloud). You should feel comfortable with the company's security requirements. It is a warning sign if your CRM software lets you select a password but doesn't generate an audit trail whenever someone makes a change, or if it doesn't let you define the access controls for each user. Customer data is an extremely valuable commodity especially now that customers are more reluctant to part with it. Securing it isn't just about maintaining privacy; it's about protecting profitable relationships that directly impact your bottom line.

We recently surveyed hundreds of real software buyers to determine which tactics are most effective for evaluating software. From this analysis, we discovered that “checking vendor references” (meaning feedback from real customers) and having an attorney review your license or subscription agreement are the two best tactics for evaluating software. Additionally, any tactics listed in the green corner of the quadrant below were deemed highly effective.
The ability to act as a lynchpin for a well-planned marketing automation strategy is one of the most valuable aspect of CRM software, and it's a shame that not all software packages offer it—though most are beginning to get there. Marketing automation is a popular term these days and it refers to the software's ability to remind sales and marketing representatives to follow up with customers at the right time. Automation reminds you—or, in some cases, actually handles the task for you—of needed activities such as following up 30 days after a sales purchase with a coupon or calling the sales prospect 14 days after the individual signed up for a trial of the software. It can also extend to other software, such as kicking off an email marketing promotion based on criteria that are reached during a phone call with the customer, even if that call was initiated with the CRM system.

Yotpo is a customer content marketing platform that helps online businesses collect every type of user-generated content and use it to build a stronger brand and better customer experience. We help brands leverage customer reviews and photos throughout the buyer journey to increase trust, social proof, and sales. With our comprehensive solution and easy-to-use dashboards, you can understand what your shoppers think about your products and identify opportunities to improve customer experience. Yotpo integrates with the best eCommerce platforms and services such as Shopify, Magento, and BigCommerece, to maximize the power of user-generated content. An official partner of Google, Facebook, and Instagram, Yotpo has raised $101 million in funding and has over 300 employees globally.
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