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.
CRM Advice
Blog posts, news, and articles from BuddyCRM on how to use CRM for sales, support and marketing teams.
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.
How to Fix a Failing CRM Implementation Before It’s Too Late
Struggling with CRM adoption or results? Learn how to identify and fix a failing CRM implementation before it impacts your business.
The CRM Overload Problem: Are We Collecting Too Much Customer Data?
Are you collecting too much CRM data? Discover how data overload slows sales and how to streamline your system for smarter decision-making.