Browsing Tag
CRM
54 posts
What is a CRM data model? Objects and relationships
At some point after a CRM goes live, someone pulls a pipeline report and the numbers don’t add…
CRM administration: Roles and best practices guide
After years of working alongside CRM administrators, I’ve learned the single biggest difference between CRM platforms that drive…
CRM compliance: What it is and how to nail It with your team & tech
A CRM is like a teenager’s journal – full of sensitive information. But instead of school stories and…
What Is SaaS Integration? Complete Guide for Businesses
Today, almost every business relies on dozens of SaaS solutions — CRMs, project management tools, marketing platforms, and…
What is Enterprise Commerce: Custom or Off-The-Shelf Solution?
Finding the right e-commerce platform is the first step offline commerce businesses take when they decide to go…
How to migrate marketing automation workflows from legacy CRMs: A guide for B2B SaaS companies
When B2B SaaS companies decide to migrate from legacy CRM systems, one of their biggest concerns isn‘t just…
Customer Satisfaction Survey Questions: Examples & Best Practices
You’ve fixed the bugs, polished the onboarding flow, and maybe even added a chatbot to your platform—but somehow,…
4 best CRMs for higher education in 2025
With college enrollment trending downward and experts anticipating a “demographic cliff” in 2025 — having a higher education…
4 best pharma CRMs in 2025
Managing relationships across healthcare professionals (HCPs), healthcare organizations (HCOs), and complex regulatory requirements makes choosing the right CRM…
5 best healthcare CRM software in 2025
There‘s more to healthcare than the visit itself. Whether you’re a doctor’s office, dental practice, or senior living…