CRM

CRM: Customer Relationship Management (and the CRM system) is at the heart of every sales organization. Here's our collection of everything about using a CRM to grow your sales productivity.


38 Top CRM KPIs & Metrics to Track (and Measure Sales Success)
Sales Metrics

38 Top CRM KPIs & Metrics to Track (and Measure Sales Success)

Which CRM KPIs do YOU need to track? Learn why sales execs should track MRR, ARR, & churn, plus how to track rep activity for better forecasting & coaching.
Amy Copadis
December 1, 2022
Google Sheets CRM (Free Template): 5 Easy Steps to Better Customer Relationship Management
CRM

Google Sheets CRM (Free Template): 5 Easy Steps to Better Customer Relationship Management

Ready for your first customer relationship management system? Learn how to use a Google Sheets CRM + get our free template!
Steli Efti
December 1, 2022
Do I Need A CRM System? 11 Compelling Reasons Why You Do
CRM

Do I Need A CRM System? 11 Compelling Reasons Why You Do

Tired of complicated spreadsheets and losing prospects because you can't keep up? You might need a CRM.
Ryan Robinson
October 24, 2022
10 Best Real Estate CRMs (for All Real Estate Agents) in 2023
CRM

10 Best Real Estate CRMs (for All Real Estate Agents) in 2023

As a real estate agent, staying organized is the key to success. Enter: our guide to the best real estate CRMs on the market today.
Steli Efti
November 30, 2022
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
October 24, 2022
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
September 9, 2022
Why your sales team needs an omnichannel CRM + 6 key features
B2B Sales

Why your sales team needs an omnichannel CRM + 6 key features

An omnichannel CRM is your one-stop shop for communication with customers. Learn how this can maximize time spent in your sales process & delight your customers.
Amy Copadis
September 9, 2022
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
December 8, 2021
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