Tips and advice for successful follow-up email automation (plus free templates)

Discover the best practices for follow-up email automation, including expert tips, advice and free templates for your own email automation.

How to build a framework for CRM success

A CRM framework ensures all your investments and activities contribute to the customer experience. Learn which CRM elements to align for more sales.

CRM evaluations: How to choose the perfect system

A CRM organizes your sales, marketing and support efforts. Use this CRM evaluation guide and checklist to find the perfect tool for your business.

Cloud-based vs. on-premise CRM: Which is better?

On-premise CRMs offer unique benefits in the right circumstances. Learn when to use one and why cloud CRMs are often a better fit.

16 guiding principles of CRM that will impress your customers and grow your business

Customer relationship management (CRM) is a key part of business. Use these guiding principles of CRM to build genuine relationships and drive revenue.

Why CRM is critical for business growth and success

Learn the importance of customer relationship management and how it can help you build relationships, find opportunities and streamline your customer journey.

A look into the future of CRM and its impact on business

CRM software is becoming more sophisticated each year. In this article, we’ll take a deep dive into the future of CRM software and 7 major trends to watch for.

The many applications of CRM in business

Wondering how CRM software can help your company succeed? Read this article to learn the many applications of CRM systems in sales, marketing and service.

Best practice CRM: How to maximize your CRM investment

To get the most out of your CRM, you must have the right system and know how to use it. Learn the best practices for CRM use.

CRM technologies: Finding the right solution for your business

Successful businesses know the importance of strong customer relationships. Discover how CRM technologies can improve customer engagement and drive revenue.

How to build an Excel CRM (with template)

Do you suddenly have more leads than you can handle? Download our Excel CRM template and learn how to set up an Excel CRM to manage customer data effectively.

The Best 6 CRM software vendors to consider

We’ve shortlisted the top CRM vendors for different purposes. Find the right solution for your business needs with our guide.

How to map your sales process (with a free sales process template)

Learn how to define and map the stages of your sales process successfully, including a free sales process template.

What is an e-commerce CRM and why do you need one?

Discover what an e-commerce CRM is, how it differs from a traditional CRM and how you can use one to increase sales.

How to build a CRM strategy that boosts revenue (with real-world examples)

A CRM strategy helps sales and marketing teams build valuable, profitable customer relationships. Learn how to create yours.

8 sales territory management tools to evaluate in 2025

Choose the best sales territory management tool for your field sales reps. Map out sales opportunities that drive revenue for your business.