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.

CRM for construction: How to choose the right CRM for your firm

A CRM helps you manage customer relationships, improve processes and become more efficient. Learn how to choose the right CRM for your construction business.

What is customer relationship management? The complete guide to CRM

Mastering CRM (meaning making the most of customer relationship management software to engage leads, clients, and staff) is easy with our ultimate guide.

CRM training: How to get the most out of your CRM

Deciding whether you should invest in CRM training? Here are 7 of the best CRM training programs and what you should look for when choosing a course.

What is CRM experience? Create more delightful customer experiences

As well as supporting sales teams, CRM tools can also be used to enhance the customer experience. Learn more about CRM experience and how to implement it.

13 ways to improve productivity with a CRM

Customer relationship management software offers a toolbox of features you can use to improve productivity. It can help you save time, build more effective processes and concentrate on high-value tasks.

Social CRM: What it is and how to use it to generate qualified leads

This post will explain exactly what social CRM is, why it's so important and how you can use it to generate more qualified social leads for your business.

The 11 key benefits of a customizable CRM

Customizing your customer relationship management software and strategy can help you win more business. By matching it to your sales process you can save time, improve data collection and systemize what you do best.

CRM vs. ERP Software: Which system is best for your business?

CRM and ERP systems both optimize business processes, but each serves a different purpose. Find out which you need with this complete guide to the differences.

What is a healthcare CRM? How to manage patient relationships

A healthcare CRM is the perfect tool for tagging and segmenting patients based on needs. Here's how to use a CRM to manage patient relationships better.

CRM for startups: Finding the best customer relationship management tool

A CRM tool has many benefits for startups of all sizes. Find out why you might need a CRM for your startup business and how to choose one.

Cloud CRM Software for Sales: What is a Cloud CRM and Do I Need One?

Cloud-based CRM centralizes data and automates tasks. Learn what to look for when choosing the best cloud CRM for your team.

How to Convince Your Team to Invest in a CRM

You’ve found the one: the CRM tool that will change everything. You know it will help you better qualify leads, close more deals and spend less time on manual tasks. It’s customizable and easy to use. In this guide, we’ll show you how to make your case for a CRM and prove it’s worth the investment, both if you’re just getting started with a CRM solution or you’re switching from a different CRM tool.

What is a CRM for investment and how do you choose the best one?

A CRM for investment firms can build trust with prospects and provide existing customers with a better experience. Find out how in this article from Pipedrive.

CRM for Consultants: Everything You Need to Know

In this guide, you’ll learn what you should look for in a CRM for your consulting firm, and how to use it to create a better sales and business development system.

Advantages of CRM: three steps to help you find the best one

With dozens of CRMs available, how do you choose the right one? Here are the questions to ask before finding the best CRM for your business.