Shweta Joshi

Shweta Joshi

Shweta Joshi is a Market Analyst at SelectHub. She writes content for Warehouse Management, Distribution and CRM. In her free time, she pursues her myriad interests in reading, writing, sketching, traveling, learning about new languages, cultures and cuisines, and occasionally playing the uke completely out of tune.

Field Service Management

The Best Field Service Management Software For Small Business In 2024

By Shweta Joshi Field Service Management 3 comments

Last Reviewed: November 11, 2024

As a small business, extraordinary customer service is crucial to success. That’s why investing in the right field service management (FSM) software is essential. Finding the perfect service software for small businesses can be daunting, but luckily, there are plenty of options.

CRM Dashboards: A Comprehensive Guide

By Shweta Joshi CRM No comments

Last Reviewed: October 9, 2024

Customer satisfaction is the pathway to success. Your product could be the best, but if you’re operating without up-to-date data and consumer behavior, you’ll fall by the wayside. CRM dashboards can give you visibility into the metrics that matter.

This article will cover the significant features, benefits and types of these CRM tools. We’ll also go through the process of creating and designing dashboards.

CRM Reporting: A Comprehensive Guide

By Shweta Joshi CRM No comments

August 21, 2024

Customer relationship management (CRM) reporting is an essential feature that provides valuable insights into customer interactions and sales performance. Comprehensive data analysis helps organizations make informed decisions and optimize customer relations strategies.

Marketing Automation

The Best Marketing Automation Platforms Comparison Guide

By Shweta Joshi Marketing Automation 16 comments

Last Reviewed: September 22, 2024

Marketing automation platforms fuel the business marketing engine and propel it to success. They automate and track marketing workflows across multiple channels, working tirelessly to generate, nurture and convert leads into customers.

However, finding the right solution is complicated and confusing, with many vendors claiming perfection. Our marketing automation platform comparison guide cuts through the noise and introduces you to the top five industry leaders’ features, benefits and limitations.

Patient Scheduling

The Best Open-Source Patient Scheduling Software Of 2024

By Shweta Joshi Patient Scheduling No comments

August 16, 2024

Navigating healthcare administration and patient appointments is like juggling on a tightrope. Rigid and legacy proprietary software can add to costs and complications. Open-source patient scheduling software, however, brings you greater data control with affordability.

Field Service Management

ServiceTitan Competitors: Analysis of Top 5 Alternatives

By Shweta Joshi Field Service Management No comments

August 16, 2024

ServiceTitan is a popular field service solution option for small- and mid-size businesses. But what if it’s not right for you?

Let’s take a deep dive into our list of the top five ServiceTitan competitors so you can make a smart choice.

Field Service Management

Field Service Automation: A Comprehensive Guide

By Shweta Joshi Field Service Management No comments

Last Reviewed: November 8, 2024

Suppose you’re in charge of a pest control company and don’t have time for all the manual tasks piling up. With field service management (FSM) software with automation capabilities, you could more easily manage maintenance schedules, track and maintain stock, and allocate resources, reducing costs and improving first-time fix rates. That’s the power of field service automation.

CRM Workflow: A Comprehensive Guide

By Shweta Joshi CRM No comments

August 5, 2024

Dealing with the countless processes involved in customer relationship management (CRM) can feel like arm-wrestling an octopus. Keeping up with the many moving arms of your business is a struggle without the right CRM workflow.

How To Use CRM: A Comprehensive Guide

By Shweta Joshi CRM 1 comment

July 31, 2024

Are you struggling to stay organized? Is managing leads and customer interactions overwhelming? A customer relationship management (CRM) solution can shoulder the burden and get you back on track.

Don’t jump the gun, though! In this article, we’ll cover how to use CRM, some major types of CRM software and helpful FAQs to get you on the right track and ready to select a system.

Marketing Automation

Marketing Automation Features and Requirements Checklist

By Shweta Joshi Marketing Automation 2 comments

Last Reviewed: September 19, 2024

Do you find it challenging to manage your multiple marketing campaigns simultaneously and get consistent leads and conversions? Marketing automation software can change that. An internal survey by Salesforce revealed that using marketing automation increased lead volume by 27%, lead conversion by 30% and marketing return on investment (ROI) by more than 25%.

However, you must understand the key marketing automation features you require to select the right solution. The checklist below covers the top requirements to get you started!

CRM vs CMS: A Comprehensive Comparison

By Shweta Joshi CRM No comments

Last Reviewed: September 20, 2024

Businesses need to manage their online presence and customer relationships effectively. CRM software and content management systems (CMS) are essential to accomplish these goals. CRM manages customer interactions, sales and marketing, while CMS handles content creation, publishing and management. But how do you decide between CRM vs. CMS for your business?

Field Service Management

The Best Enterprise Field Service Management Software Of 2024

By Shweta Joshi Field Service Management No comments

Last Reviewed: November 8, 2024

If you’re an enterprise with large-scale, spread-out operations, you know how challenging it can be to stay organized. It’s easy to fall into inefficient processes that drive up costs and harm customer satisfaction.

Enterprise field service management software can turn these roadblocks into opportunities. It centralizes your vital processes and tracks everything in real time with reports and analytics. Let’s dive into our curated list of the best tools on the market.

How to Remove Duplicates in Excel: Ultimate Guide

By Shweta Joshi Resources No comments

Last Reviewed: November 19, 2024

If you’ve worked with data in Excel, you know duplicate data entries can wreak havoc on your calculations. The good news is it’s a quick fix to remove duplicates to keep your data clean and your sanity intact.

This article will show you how to remove duplicates in Excel. We’ll also explore how to remove duplicates in Google Spreadsheets and Apple Numbers.

Why Use A CRM? Analysis Of Key Benefits

By Shweta Joshi CRM No comments

Last Reviewed: October 10, 2024

Using CRM software is essential for businesses hoping to survive in today’s competitive market. If you need help streamlining customer interactions and managing your professional relationships, these tools are for you. Why use a CRM? Well, the answer lies in the numerous benefits it offers.

In this article, we’ll explore the importance of CRM software, its capabilities and some helpful use cases.

Field Service Management

Key Field Service Management Software Features

By Shweta Joshi Field Service Management 2 comments

May 29, 2024

Field service experts know properly managing off-site technicians is key to enhancing efficiency and customer satisfaction. With the right field service management software features, businesses can maximize their field service operations and drive growth and success.