Recent Articles

CRM Migration: A Beginner’s Guide to Moving Your Data

Customer relationship management (CRM) is about bringing together lots of pieces of information about customers and market trends, so you can sell and market more effectively. – Dave Chaffey CRM migration is often a necessary step to achieve that seamless flow of information, but let’s be real—it’s not without its challenges. Many businesses struggle with...
Read More

5 Best CRM Workflow Automation Tools for Better Sales Management | The Ultimate Guide

Did you know that 70% of business leaders report spending 45 minutes to 3 hours a day on repetitive tasks, accounting for a significant chunk of their 8-hour workday? According to McKinsey, automation has the potential to boost global productivity growth by 0.8% to 1.4% every year. These numbers highlight a serious concern—time is being wasted on...
Read More

What Is CRM Automation? A Complete Guide

Managing customer relationships while trying to boost sales can be overwhelming, especially when your team is juggling countless tasks. It’s easy to feel like there aren’t enough time to follow up on leads, nurture relationships, and close deals.
Read More