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CRM Advice

Blog posts, news, and articles from BuddyCRM on how to use CRM for sales, support and marketing teams.

Top Customer Support Metrics to Track in Your CRM

The Top Customer Support Metrics to Track in Your CRM

Categories CRM Advice, Support

Learn the key customer support metrics to track in your CRM to improve performance, efficiency, and customer satisfaction.

50 point checklist for sales success in 2025

50-Point Checklist: Prepare Your Sales Operation for 2025

Categories CRM Advice

Prepare your sales operation for 2025 with our 50-point checklist. Optimise processes, boost efficiency, and drive sales success in the new year,

Using BuddyCRM to Keep Sales Personal at Scale

Using BuddyCRM to Keep Sales Personal at Scale

Categories CRM Advice

Discover how BuddyCRM helps sales teams manage growing pipelines by balancing automation with personalised relationship-building at scale.

CRM Evolution: Key Trends from 2023 and What’s Coming in 2025

CRM Evolution: Key Trends from 2023 and What’s Coming in 2025

Categories CRM Advice

Explore how CRM trends from 2023 have evolved and discover new innovations shaping the future of CRM technology through 2025.

How to Build an Effective Sales Funnel: Step-by-Step Guide

How to Build an Effective Sales Funnel: Step-by-Step Guide

Categories CRM Advice

Build an effective sales funnel with our step-by-step guide. Learn key stages, actionable tips, and a practical example to boost conversions.

Key Automations to Streamline Bid Management with CRM

Key Automations to Streamline Bid Management with CRM

Categories CRM Advice

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

Effective Post-Bid Client Engagement: A Step-by-Step Guide

Categories CRM Advice

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?

Using My CRM Feels Inefficient. What Am I Doing Wrong?

Categories CRM Advice

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

How to Work Effectively with Your CRM Consultant: 7 Tips for Success

Categories CRM Advice

Wondering how to maximise your CRM strategy with expert guidance? Explore key tips for a successful partnership with a CRM consultant.

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