Agentic CRM: How AI Agents Change Sales Workflows. Imagine a world where sales teams aren’t bogged down by tedious tasks, but instead, empowered by intelligent assistants. This is the promise of Agentic CRM, a revolutionary approach that infuses Customer Relationship Management with the power of Artificial Intelligence. Picture AI agents, nimble and proactive, navigating the … Read more
Spreadsheet to CRM: When to Upgrade (and How) – Spreadsheet to CRM: When to Upgrade (and How) – Yo, ever feel like your customer data is a total mess in a spreadsheet? Like, a -nggrantes* pile of info that’s hard to manage? We’re diving deep into when it’s time to ditch the old school and … Read more
Field Taxonomy for CRM: Naming, Picklists, and IDs, sounds kinda technical, right? But chill, it’s basically how we organize and label all the info in your CRM – like a digital data warehouse. Think of it as the backbone that keeps everything neat and tidy, from customer names to sales figures. Without a good taxonomy, … Read more
Win-Loss Analysis in CRM: Framework and Template is a crucial process for understanding why deals are won or lost, offering a competitive edge in today’s market. This analysis goes beyond simple sales metrics, providing actionable insights into customer behavior, competitor strategies, and internal sales processes. By dissecting wins and losses, organizations can refine their approach, … Read more
RevOps CRM Architecture: Entities, Stages, and SLAs is a deep dive into optimizing your customer relationship management. This guide will help you understand how to build a RevOps CRM architecture, focusing on its core purpose and how it differs from traditional CRM approaches. We’ll explore the key benefits of a RevOps approach, including how it … Read more
Solo Founder CRM: Notion vs Real CRM delves into the crucial decision-making process for independent entrepreneurs regarding customer relationship management. The landscape of CRM solutions presents a dichotomy: the versatility of Notion versus the dedicated functionality of established CRM platforms. This analysis aims to equip solo founders with the knowledge to select the most effective … Read more