CRM strategy and implementation

Read the latest news and trends stories about CRM strategy and integration for businesses of all sizes, as well as case studies that help people purchasing this technology make sense of which vendors cater to their company size and vertical.

June 09, 2021 09 Jun'21
Salesforce Industries rolls out banking AI compliance tools

Salesforce now claims cloud customizations for 12 different vertical industries. Can this help them win new users from competitors who have released their own industry clouds?
September 23, 2020 23 Sep'20
Salesforce delivers CDP, DXP and sales meeting tools

Salesforce drops a customer data platform, new virtual sales meeting tools and makes the case for its own Experience Cloud to give users an Adobe alternate.
September 22, 2020 22 Sep'20
HubSpot CRM gets enterprise makeover

HubSpot might not yet frighten Salesforce with its competing platform, which now includes enterprise CRM, but the company definitely pushes upmarket with its latest offering.
June 30, 2020 30 Jun'20
Zendesk CRM adds email automation features

The Zendesk Sell CRM platform adds email automation features for customer engagement as the pandemic cuts off sales rep users' access to in-person customer meetings.

Bring yourself up to speed with our introductory content

The history and evolution of CRM

Customer relationship management had simple beginnings, which evolved into a sophisticated system that helps businesses improve the overall customer experience. Continue Reading
Revenue operations vs. sales operations: What's the difference?

While revenue operations focus on revenue growth and integration of sales, marketing and service departments, sales operations keeps its focus on sales department efficiency. Continue Reading
Building a successful CX governance operating model

When developing a CX governance operating model, leaders should consider four key components: people, measurement framework, processes and tools and technologies. Continue Reading

Weigh the pros and cons of technologies, products and projects you are considering.

Transactional vs. relationship marketing: Key differences

Some companies thrive on building strong relationships with customers, while others want to make a sale without long-term commitment. Either way, the business needs a strategy. Continue Reading
Evolving customer data platform features set sights on CX

In pursuit of the perfect customer experience, CX pros increasingly look to CDPs to unify data and provide a deeper understanding of behavior patterns and buying habits. Continue Reading
Customer data platform tools push personalization, privacy

Evolving CDPs help companies unify the flood of consumer data collected from disparate sources, resulting in better customer insights and compliance with privacy regulations. Continue Reading

Learn to apply best practices and optimize your operations.

The top real estate CRM software

Today's competitive real estate market highlights the importance of CRM systems that provide listings management and property tracking, as well as typical CRM system features. Continue Reading
9 skills that call center agents need for success

Contact centers accommodate all channels of communication, which means hiring managers must train call center agents to keep up with customer demands. Continue Reading
9 steps for negotiating deals with Salesforce

Understanding the Salesforce fiscal calendar, motivations of sales agents and what your businesses needs from a deal are key steps in negotiating contracts with the CRM giant. Continue Reading

We’ve gathered up expert advice and tips from professionals like you so that the answers you need are always available.

3 ways CRM improves customer experience

To be efficient, businesses need their information in one place. Using a CRM system, companies can improve CX by keeping track of their customers and automating business processes. Continue Reading
Five common pitfalls in content marketing strategies

Companies still need to be convinced that content marketing strategies are must-haves in the marketing toolkit. Continue Reading
Case Study: Can field service management ring a telecom's bell?

Field service management is an area of CRM you may have forgotten about, but it's alive and well and using analytics to improve service levels. Continue Reading