CRM buying decisions go sideways in a predictable way. Sales wants pipeline automation, IT wants an on-premise option, marketing wants native email, and finance wants…
Tag: CRM
CRM for insurance companies: What it does and why it matters
Insurance is a business built on relationships, but agents can’t manage all their contacts and communications alone. A CRM for insurance companies helps agencies to…
Mesh, Automattic's CRM for everyone, comes to Android |
Mesh, the relationship manager and personal CRM acquired by WordPress.com’s parent company, Automattic, last year, is now available to users on Android devices. The software…
CRM deployment: A step-by-step process for growing teams
There’s an irony at the heart of most failed CRM rollouts: the technology almost never lets you down. The deployment does. More than 60% of…
CRM change management: A practical guide for leaders
CRM projects don’t fail at the technical level — they fail because the people expected to use the system never bought in, the training was…
What is a CRM data model? Objects and relationships
At some point after a CRM goes live, someone pulls a pipeline report and the numbers don’t add up. Marketing and sales end up using…
CRM data migration: A practical process overview
CRM data migrationis the process of moving data, workflows, and assets from one CRM to another. It matters because your CRM is the operational backbone…
CRM administration: Roles and best practices guide
After years of working alongside CRM administrators, I’ve learned the single biggest difference between CRM platforms that drive revenue and ones that collect digital dust.…
How to use your CRM for smarter email marketing campaigns
Customer relationship management (CRM) systems have become foundational to effective email marketing. For teams learning how to use a CRM for email marketing, the key…
How HubSpot became the #1 CRM in AI search [A case study]
Today, more and more buyers are beginning their journey with an AI-search. They may ask ChatGPT to compare products or use an AI-powered platform like…