What r/CRM is talking about this week

Loss reason, next step, close date, lead source — pick your poison. Every CRM has at least one field everyone pretends is clean because the dashboard depends on it. Reps fill it because it is...

I'm curious, I work in sales in the hospitality world. I would say 89% of my communication comes through email. If you work in sales or any sort of project management role. What is the breakdown...

This is a weekly post for you to let out about something which happened this week for you in CRM that mattered: features, client requests that were either great or awful this week, and just...

Recently heard about a salesperson who had to fill in two additional fields just to get a deal amount to appear in a report. I'm building a lightweight CRM for small B2B teams and trying to keep...

CRM cleanup usually becomes a priority only when reports start showing inconsistent numbers, duplicates pile up, or outdated records affect campaigns. How can I maintain data quality throughout...

At what point does WhatsApp stop being “just where customers message us” and quietly become a business's actual sales system? I've noticed this pattern with growing businesses. At first, WhatsApp...

We are a NGO and got Monday.com Pro version for free, I have seen there is lot to do with it, But we are not fully technical team, I’m looking to use it to streamline field requests, tasks...

Últimamente veo el término ARM por todos lados como el "nuevo CRM". Según dónde lo leas significa Agent Relationship Management o AI Relationship Management, y la idea es esta: El CRM gestiona la...

Tax receipts finally did it ,someone has to remember to send them and that someone is apparently nobody. Five-person nonprofit, two of us part-time, moving off spreadsheets for the first time....

Whatever the reason may be, CRM retirement sometimes happens. And when it does, teams soon discover that exporting their data is the easy bit. All you have to do is click export and a neat CSV of...