Simple CRM Setup for SMBs: A Weekend Build – are you ready to revolutionize your business in just a weekend? Small and medium-sized businesses often struggle with juggling customer relationships, leading to missed opportunities and lost revenue. This guide is your launchpad, providing a step-by-step blueprint to implement a powerful yet manageable CRM system. We’ll … 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
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
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
Building a Warehouse-Native CRM Stack in 2025 represents a significant evolution in customer relationship management, moving beyond the limitations of traditional CRM systems. This approach leverages the power of data warehouses and data lakes to provide a more comprehensive, flexible, and insightful view of customer interactions. Unlike siloed CRM solutions, warehouse-native CRM integrates directly with … Read more
CDP vs CRM in 2025: What’s the Difference? Ah, the age-old question! Imagine a world where understanding your customers isn’t just a goal, but a superpower. We’re diving headfirst into the thrilling realm of customer data, where Customer Data Platforms (CDPs) and Customer Relationship Management (CRM) systems battle for the crown of customer connection. Prepare … Read more