Customer Data Management

Customer relationship management (CRM) software is essential for enhancing sales productivity, elevating customer service, fostering stronger customer connections, and maximizing customer lifetime value. That said, every CRM platform has distinct features—as well as unique strengths and weaknesses—so there’s no one-size-fits-all solution. The right CRM will align closely with your specific goals and needs, while the […]

Customer relationship management (CRM) software is designed to help businesses boost sales efficiency, improve customer service, develop stronger customer relationships, and increase customer lifetime value. That said, every CRM platform is different—and there’s no single solution that fits every company.  Your chosen CRM software must align with your unique business needs and objectives, so comparison […]

In today’s digital world, customer data isn’t just important—it’s the backbone of every successful business. So whether you’re working with a handful of customers or tens of thousands, every company needs an effective way to store and manage customer data.  Most organizations start out with a simple spreadsheet (like Excel or Google Sheets) to record […]

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Use these CRM trends to meet changing business needs & gain a competitive edge.

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How the process is different – and the same – based on business size.

Configure your CRM the right way to maximize ROI.

Explore and understand your customer journeys.

Explore powerful reports to help your business grow.

Explore top brands CRM HIPPA compliance checks for each.

How to use an ideal customer profile to improve & optimize your B2B marketing.

Learn why businesses should opt for a data-driven approach.

Get a template and see if it’s right for you.

Get cleaner data to make better decisions.

Using a CRM tracking system to grow your business.

Implementing an upgrade could be a game-changer.

Results & insights from a survey of 100+ Insightly’s customers in manufacturing.

Learn CRM basics, brief history, & benefits of a unified CRM platform

SCVs allow cross-functional teams and organizations to use aggregated data to drive higher value business outcomes and provide high-quality customer experiences.

How can you use voice of the customer to improve your customer experience?

Tips and best practices to perform a tech audit

Learn the basics of buyer intent data, its uses, and benefits for your business

Get the tips & start improving your customer retention rate

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Tips on becoming a customer-centric company

Learn the basics & get tips on providing a stellar customer service.

Top 5 reasons you need a unified CRM to build lasting customer relationships

Here are key seven steps to running successful integrated campaigns

Insights & best practices to help you run an effective customer success program

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Here’s our list along with tips on selecting a unified CRM for your business.

Tips to keep your team accountable, motivated, & productive

Here are a few CRM best practices for customer data management

How to better manage customer expectations & stay competitive in the digital era