CRM Advice

It’s easy to make mistakes in the implementation of your CRM in your excitement to get started. These are the 10 most common we see companies make in implementing CRM.

Five tried and tested phone call templates covering the most common objectives of regular calls that your team members will make.

Have you heard about RevOps? It’s a trending term for an approach of maximising an organisation’s revenue. Find out more and how to start implementing it in your business.

We’ve heard all the best excuses for not using a CRM. Click to read some of them (and our response).

Follow this four-step process to optimise your sales pipeline with BuddyCRM and reap the benefits of an effective sales machine.

Just occasionally CRM customers buy the wrong CRM. You might be one of those people. We’re here to help.

We’ve put together a quick playlist of upbeat, high tempo, ‘get me in the now’ music to motivate you for your next meeting.

The templating system in BuddyCRM includes completely customisable templates for emails, calls, tasks, appointments, quotes, SMS, documents, and cases.

A CRM helps with every stage of the sales process from before contact through to completion of sale.