Latest articles

• 

  A CRM RFP guide and template for creating the perfect proposal

  Get the best responses possible to your RFP with this five-step framework

  • Selection
• 

  The CRM implementation process: a six step plan for success

  All the information you need to roll out your new CRM successfully

  • Implementation
• 

  How to carry out a CRM cost benefit analysis in three steps

  All the info you need to conduct a successful CRM cost benefit analysis

  • Strategy

Featured white papers

Compare similar

Selection

• A CRM RFP guide and template for creating the perfect proposal

• A template structure for your CRM demonstration

• Five CRM systems for small businesses to consider

• Three definitive steps to selecting the right CRM

• A CRM RFP guide and template for creating the perfect proposal

News

• Velocify launches ReportHub ‘fitness tracker’ for sales

• ConnectWise launches new features for Sell platform

• Ten of the best CRM vendors to work for

• Tony Kavanagh, Insightly CMO, talks non-profits and new features

• 90% of non-profits report return on CRM investment in a year

Most popular

Sign up to our newsletter Sign up

Finding and working with CRM consultants: a complete guide
How to find, onboard and work with CRM consultants to maximise your investment
• Strategy

Four essential sales team CRM requirements
When selecting a CRM for sales, these requirements will be at the forefront of your sales team’s ...
• Selection

Three methods for training your CRM users
How should you conduct CRM training post-implementation?
• Implementation