Category: Articles

Your CRM Might Be Your Biggest Competitor

November 26, 2025

A research study from the University of Johannesburg, CRM Systems and their Impact on SMEs Performance: A Systematic

DIY CRM? Why Most Transformations Fail Before They Begin

November 26, 2025

For many financial institutions, a CRM feels like the next logical step in digital transformation. The board

Why 80% of CRM Value Lives Outside the CRM

November 26, 2025

Most institutions don’t fail at CRM implementation because of the technology. They fail because they never looked

Keep a Close Eye on Your Leads with a CRM​

July 25, 2025

In this increasingly competitive economic environment, your daily priority is to generate enough leads and to convert them

How to Keep Your Sales Representatives Efficient?

July 24, 2025

You have decided to provide a Customer Relation Management tool to your sales team, but you are scared

Marketing and Sales: How to Be Better Together

July 23, 2025

Work together for better results​

CRM Solutions for Credit Unions: 6 Strategies to Boost ROI and Expand Membership Now

July 22, 2025

Discover CRM for credit unions. Adopt key strategies to improve member experience with personalized marketing, and boost ROI

How to use social media to increase your customer’s satisfaction

July 21, 2025

Nowadays, the entrepreneur that created its start-up can use a major asset: to be known quickly and widely

Lead Generation — 5 Errors to be Avoided

July 20, 2025

Find the right CRM platform to do lead generation. As the manager of sales and business development, the

Do you miss solution explorer?​

July 19, 2025

Make sure to use PowerApps with Microsoft Dynamics CRM