14 of the best CRM Excel dashboard templates for your small business
crm

14 of the best CRM Excel dashboard templates for your small business

Stop wondering and start comparing this list of the top Excel CRM dashboard templates on the web. Choose a template based on your goals: lead generation and tracking, revenue growth, or customer management.
Amy Copadis
7 min read
12 CRM implementation resources for sales managers
crm

12 CRM implementation resources for sales managers

The right CRM implementation resources can help you make a more simplified plan, get buy-in from decision-makers, and avoid common challenges.
Steli Efti
5 min read
Why speed is quickly becoming a sales pro’s competitive advantage
sales basics

Why speed is quickly becoming a sales pro’s competitive advantage

In this hyper-competitive market, your sales team has a need for speed. Customers expect it, companies demand it, and if you aren't keeping up with those expectations and demands, you'll only find yourself falling behind. Plus, it boosts productivity and decision making-- what more could you want?
Steli Efti
5 min read
23 hilarious CRM memes (because laughter is the best pain killer)
crm

23 hilarious CRM memes (because laughter is the best pain killer)

The kind of memes you wouldn’t show to your mom… because she still doesn’t really understand what you do at work. These CRM memes are laugh-out-loud for sales reps struggling to handle a clunky CRM and sales leaders trying to hold the team together with a software that actually works.
Amy Copadis
6 min read
12 successful CRM implementation case studies to learn from
case study

12 successful CRM implementation case studies to learn from

From these CRM implementation case studies, you’ll draw nuggets like how a marketing software company implemented a CRM smoothly into their own tech stack, how an enterprise company saves $250k with a new CRM, how a fast-growing startup found a CRM that could scale with them, and more.
Amy Copadis
8 min read
Hubspot free CRM limitations: 6 facts you should know
crm

Hubspot free CRM limitations: 6 facts you should know

What limitations of Hubspot's free CRM should you be aware of? This 2021 guide will help you find out why it might be a good (or bad) CRM choice for you.
Steli Efti
18 min read
5 caveats of CRM implementation + 5 best practices to solve them
crm

5 caveats of CRM implementation + 5 best practices to solve them

Get the most out of your CRM: learn the caveats of CRM implementation as well as best practices to put it in place. Use automation to limit mundane tasks, help your team collaborate with better visibility, train reps to have confidence in the system & customize your pipeline to match your process.
Steli Efti
9 min read
How to build a CRM in Excel
crm

How to build a CRM in Excel

Learn how to build a CRM in Excel, and use our free downloadable Excel CRM template to make it happen in minutes. We break down a simple 4-step process to start keeping track of your leads, including some key tips to effectively using Excel as your CRM lead tracking system.
Steli Efti
9 min read