Biographical Information

Danny Estrada

Danny Estrada has worked in CRM for the past 20 years. As a practice leader, he has guided teams through the implementation and development cycles of more than 500 CRM projects. He is the author of the Practical CRM blog ( and a speaker on real-world application of CRM concepts. You can reach him at

Articles for Danny Estrada

Making Field Service Your ‘Promise Engine’

A marriage of people, process, and products

CRM’s Unexpected Science

When synergy makes a difference

The CRM Adoption Paradox

CRM systems are stronger and more packed with features than ever, but users aren't always rushing to use them. Here's how one firm changed that

Your Sales Pipeline Can Make You or Break You

Good pipeline management requires clear thinking and knowing when to cut a deal loose.

Is CRM a Tool or a Mind-Set?

A company learns that it can be both

Switching CRM Systems: Improve When You Move

A platform change (if you need it) signals a good time to update your processes and mind-set, too

CRM in Accounting: The Tide Turns?

An industry begins to accept it has to work harder to find and keep customers—and CRM can help

Marketing Automation: Fueling CRM Success

Integrating marketing tools with CRM keeps everyone in the loop

Mobile CRM: Setting the Rules of the Road

Establishing expectations and enabling intelligent data flow are key to your mobile blueprint.

Create a Blueprint for CRM Success

What are vendors leaving out of the conversation?