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22 must-have reports for measuring CRM health

Martech

Even the best CRM is nearly useless without clean data. Knowing where contacts are in their customer journey lets you see whether they should be handed off to sales or further nurtured by Marketing — and how to communicate with them when you do. Clear these to improve performance.

CRM 127
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The 10 Best SaaS CRM Software

Hubspot

SaaS worker is a CRM platform holding their life together. If you're new to the world of CRMs, then prepare to have your world turned upside down. I distinctly remember the day I learned about CMRs: I was using a spreadsheet for my contact management, and I felt like other people maintained their networks better by sheer luck.

CRM 81
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Best Mobile CRM Apps to Boost Your Sales Productivity

Veloxy

Did you know that using mobile CRM apps can boost sales productivity by 14.6% ? Today I’m breaking down my top recommendations for the best mobile CRM apps. I’ll look into how these mobile CRM tools can streamline your sales processes, enhance customer interactions, and ultimately drive higher sales efficiency.

CRM 246
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I Accidentally Destroyed My Nimble CRM Database

Adaptive Business Services

In preparation for starting to work with two new Nimble CRM clients who have substantially large and junked up databases, I decided to experiment with AI to see if I could deploy that in the cleanup. When I used to do contact syncing from Google to Nimble was another. Not totally, severely damaged, and thats ok. Heres what happened.

CRM 86
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HubSpot’s July 2024 updates: Big moves toward better efficiency and security

Martech

Status: Public Beta Applicable HubSpot Hubs: All Hubs Applicable HubSpot Tiers: All Tiers Centralize sales tasks with the new Sales Workspace What’s new: The Prospecting Workspace is evolving to become the Sales Workspace, allowing salespeople to manage both pipeline building and deal closing from one centralized location.

CRM 127
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8 Contact Center Automation Trends to Watch for in 2025

Salesforce

This is where AI -powered contact center automation comes into play to help your team work more quickly and efficiently, all while focusing their attention on the customer. Let’s zoom in on eight major contact center automation trends that are already making waves in customer service and are set to get even bigger in 2025 and beyond.

Contact 102
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3 tips to maximize your ROI at events

Martech

If you’re spending that much cash, be sure you’re getting results, whether it’s acquiring new leads, closing deals, or starting new partnerships. Your sales team can also pull LinkedIn insights straight into HubSpot , keep CRM records up to date in real-time and log activities without breaking a sweat.

CRM 128