What I Learned Designing a CRM from Scratch

If you're not careful, you can quickly end up with a mess on your hands.

How to Address the Challenges of CRM Adoption

Better education and innovations like AI and mobility will make CRM platforms more likely to stick.

Is It the End of the Cold Call?

Is cold calling a dated sales tactic, or does it just need a little extra heat?

Repairing Customer Relations Post-Supply Chain Crisis

The supply chain will stabilize but things won't be back to "normal." Customers want and need more from their suppliers, and they will flock to those who are providing the best communication and buying experience.

Customer Success: The Secret to Growth During Economic Uncertainty

The ability to grow now depends on having loyal customers—and not wasting time and money to find new clients during economic uncertainty. CS is the secret to unlocking this growth. Part one of a two-part series.

4 Tips to Align RevOps and Sales

To ensure good data hygiene, create a happier, more productive sales team, and increase revenue, organizations need to get revenue and sales teams to work together.

Why You Should Use a Data Warehouse with Salesforce

Salesforce is designed to handle transactions. It wasn't designed to be a data repository or to perform data analysis.

CRM and the Psychology of Relationships

Building customer trust and loyalty often boils down to one key thing.

Why You Need a 360-Degree Customer View

Brands that can maintain a 360-degree view of customers are able to thrive in the new data-driven climate and provide a superior customer experience.

The Real Truth About Partnering with Customers

What is it to partner with a customer? What does it require and what does it produce? These are increasingly vital questions to ask and answer in today's complex world and business environment.

5 Factors for Balancing Automation and the Human Touch for Superior CX

It's a question of balance: Navigating properly between automation and the human touch can create impactful customer experiences at scale.

6 Steps to Launching Your Customer Health Dashboard

Creating an effective customer health score and supporting dashboard is not a one-time project. It requires significant strategic planning behind the scenes and will need iteration as your company and customers change.

How B2B Businesses Can Successfully Move to a D2C Model

As more consumers conduct business online, more companies are striving to cut out the middleman and engage end customers directly.

CRM Integration Equals Better Cross-Team Collaboration

Having an integrated CRM will reduce organizational silos, save time, and provide in-depth customer understanding across teams. Plus, 4 key business areas to focus on first.

4 Best Practices for Knowing Your Customers as Well as They Know You

A decade of investment in customer engagement solutions has not paid off for most businesses. In fact, things have gone backwards. Here's why and how to fix it.

4 Tips for Using a Sales Process to Improve Your Wins

Salespeople often can't help changing up their sales process every time they engage with a client, but their results end up being unreliable and inconsistent. The answer to turning around fluctuating numbers is to adopt sales best practices that work.

Change Management for CRM Adoption: What You Need to Know

The success and failure of CRM initiatives largely hinge on how well you can handle change.

CRM Is Key to E-Commerce Marketplace Success

Relationship building and maintenance are every bit as important for marketplace operators and vendors as they are for traditional retail and e-commerce sellers.

5 Ways Automating Your E-Commerce Business Can Drive Growth

By combining CRM, marketing automation, payment processing, and fulfillment processes, you can scale the services and products you sell online while providing a seamless, personable journey for your customers.

It’s Time to Make Relationships the Center of CRM

Here's what #relationshipgoals looks like in the business world—when we pay closer attention to, and score, our professional relationships like we do our personal ones. Relationships and retention are key foundations that every business needs to dial in to drive revenue.