Showing 42 articles tagged "crm".
Agencies run new business and client delivery at the same time, which breaks CRMs built for a single company. Seven options, ordered …
Recruiting runs two pipelines that meet in the middle. Most CRMs model one, which is why agencies end up with three systems.
Pipedrive is the CRM reps actually update. HubSpot is the platform that also does the marketing. The choice is really about which …
Most teams try to win more deals by improving the pitch. The cheaper lever is how long an enquiry waits before a …
Your CRM problem is not acquisition, it is the six weeks after someone joins — and almost no general CRM is built …
Most CRM migrations fail the same way: export Friday, import Monday, discover the damage for weeks. Here is a 30-day plan that …
A donor is not a customer and a grant is not a deal. Most CRMs model neither, which is why donor platforms …
Some businesses buy a CRM too early and abandon it. Others keep the spreadsheet a year past the point it started costing …
"Marketing OS" is a phrase vendors invented, so here is a definition you can hold a product to — and when the …
In this profession the CRM is partly a compliance artefact. That narrows the shortlist before price or features enter the conversation.
