How to Build an Effective Sales Funnel: Step-by-Step Guide
Build an effective sales funnel with our step-by-step guide. Learn key stages, actionable tips, and a practical example to boost conversions.
CRM Advice
Blog posts, news, and articles from BuddyCRM on how to use CRM for sales, support and marketing teams.
Milestone Release 81
New features Link cases and opportunities We have introduced the ability to link multiple cases with an opportunity, both from a case in the case overview screen and from the opportunity overview screen. This was a hotly-requested feature; there is a requirement for a relationship between follow-on cases and an opportunity, for example after-care cases … Read more
Key Automations to Streamline Bid Management with CRM
Learn how CRM automation improves bid management by streamlining routine tasks, increasing efficiency, and allowing teams to focus on strategy.
Effective Post-Bid Client Engagement: A Step-by-Step Guide
Learn how to use CRM to nurture client relationships after winning a bid, with actionable steps to maintain engagement and satisfaction.
Using My CRM Feels Inefficient. What Am I Doing Wrong?
Feeling like your CRM is more of a hindrance than a help? Discover common pitfalls and practical solutions to maximise your CRM’s efficiency.
How to Work Effectively with Your CRM Consultant: 7 Tips for Success
Wondering how to maximise your CRM strategy with expert guidance? Explore key tips for a successful partnership with a CRM consultant.
Why Small Businesses Need CRM: Debunking 3 Common Myths
All businesses, regardless of size, can benefit from CRM. Learn why as we debunk three common myths and misconceptions.
3 Actionable Strategies for Better Lead Management with BuddyCRM
Learn three actionable strategies to improve lead management with BuddyCRM, featuring automation, lead scoring, and follow-up campaigns.
How to Choose the Right CRM Consultant for Your Business
Learn to find the perfect CRM consultant with our guide on setting goals, vetting candidates, and making the right choice for your business.