Getting the most out of your CRM, Part 1: Building the right foundations
Set up your CRM for success with the right fields, training, transparency, and secure data from day one
CRM Advice
Blog posts, news, and articles from BuddyCRM on how to use CRM for sales, support and marketing teams.
What Happens After Closed-Won? How to Extend CRM Visibility into Delivery and Retention
Learn how to structure your CRM beyond closed-won to track delivery progress, reduce churn risk, and support long-term customer value.
Pricing Logic in CRM: Building Smart Rules for Discounts, Tiers, and Customer Groups
Bring structure to B2B pricing with BuddyCRM: manage discounts, tiers, and quotes without losing control or speed.
What Is Partner Relationship Management? How CRM Can Help You Do It Right
Discover how CRM can streamline Partner Relationship Management (PRM) and help you manage distributors, resellers, and subcontractors.
How to Conduct a CRM Health Check: Is Your System Working for You?
Ensure your CRM delivers value with this step-by-step health check guide. Learn how to optimise data, workflows, and integrations effectively.
From Planning to Prospecting: How BuddyCRM Maps Optimises Every Sales Trip
Turn every sales trip into an opportunity. See how BuddyCRM Maps helps you plan, adapt, and capture every client visit.
Before You Add Features, Fix These 5 CRM Flaws
Before you add automation or AI to your CRM, make sure it solves the basics. Here’s what to fix first for long-term success.
The Myth of the ‘One Size Fits All’ CRM
Most CRMs promise to fit every business. They don’t. Learn why one-size-fits-all CRM fails, and what a right-fit system should look like.
Designing CRM Processes for Non-Sales Teams (and Why It Matters)
Design CRM processes for non-sales teams to reduce friction, improve handovers, and create a smoother customer experience.