Nutshell

MARCH 19, 2025

A good CRM provider understands that sometimes you need specific information to track for the leads, people, and companies in your contact database. Thats where CRM custom fields come in. In this guide, well go over the basics of how custom fields work in CRM and how to create the best custom fields for your business.

CRM 62

CRM Healthcare Decision-making Brainstorming 62

Brooks Group

JANUARY 9, 2025

Understanding the difference between landing new business and managing existing accounts is critical for your sales organizations success. On the surface, sales and account management have similar goals: Build strong relationships with customers and increase profitable revenue.

Account Management 100

Account Management Management Sales Value Proposition 100

Account Manager Tips

OCTOBER 11, 2021

15 Reasons Why You Might be a Bad Account Manager Bad key account managers fail to build business relationships and achieve results. Here are fifteen signs you might be a bad key account manager and how to turn yourself into a good one. Too reactive A bad key account manager responds to situations instead of controlling them.

Account Management 246

Account Management Key Account Management Management Suppliers 246

Account Manager Tips

APRIL 26, 2021

How much money does a key account manager make? Find out the average salaries for key account managers in Australia, India, the United Kingdom and the United States and what the job is REALLY like before you decide if it's for you. Hard work Key account managers are responsible for the most important clients a company has.

Key Account Management 242

Key Account Management Account Management Management Negotiation 242

Nutshell

FEBRUARY 4, 2025

The success of your agencywhether you deal with marketing, recruitment, or web designdepends on how skilfully you can manage your incoming, recurring, and returning clients. A good customer relationship management (CRM) system is crucial for helping you to keep track of all these connections, ensuring you never drown in overwhelm.

CRM 62

CRM Decision-making Onboarding Software 62

Insightly

JULY 10, 2023

Data-driven decision making is the process of studying large amounts of data, analyzing it to identify patterns, obtaining actionable insights, and using that insight to make business decisions. When marketers make data-based decisions, they can see what’s not working and double-down on what is.

Decision-making 98

Decision-making CRM Software Software 98

ACT

APRIL 9, 2025

Before walking in, he pulls out his phone and opens his mobile CRM app to review the clients purchase history , past interactions, and any unresolved issuesall in real-time. Without a mobile CRM system , hed rely on memory or outdated notes, or spend an hour at his desk searching through a traditional CRM.

CRM 52

CRM Decision-making Meetings Software 52

DemandFarm

MARCH 31, 2025

For years, Key Account Management (KAM) has been confined within the walls of CRM systemsSalesforce, Microsoft Dynamics, and HubSpot. The logic was straightforward: if customer data already lives inside a CRM, why manage key accounts elsewhere? CRMs are systems of record. A CRM is a tool. The result?

Key Account Management 52

Key Account Management Account Management Management CRM 52

Upland

APRIL 20, 2023

How can effective account management help you defend and grow revenue? Here’s where having a sales account management strategy becomes indispensable. Through account management, your team can seek to establish themselves as trusted advisors to customers. First, a quick primer – what is account management?

Account Management 195

Account Management Management Account Planning Decision-making 195

SuperOffice

AUGUST 22, 2022

Not all CRM platforms are created equal. Each CRM serves a different purpose and audience. Finally, CRM systems differ in how they are built and how businesses can benefit from them. The 3 types of CRM. Let’s take a closer look at each type of CRM. Analytical CRM. Is an analytical CRM right for you?

CRM 136

CRM Decision-making Onboarding Suppliers 136

Hubspot Sales

SEPTEMBER 9, 2024

Leads are often categorized and managed through these different stages: Marketing Qualified Leads (MQLs). After leads have been categorized, the process then involves creating and using these lists for lead management , and tracking to ensure they move efficiently through the sales pipeline.

B2B 118

B2B Decision-making Media CRM 118

Insightly

JANUARY 29, 2025

Customer relationship management (CRM) software is essential for enhancing sales productivity, elevating customer service, fostering stronger customer connections, and maximizing customer lifetime value. That said, every CRM platform has distinct featuresas well as unique strengths and weaknessesso theres no one-size-fits-all solution.

CRM 52

CRM Decision-making Prioritization Artificial Intelligence 52

Nutshell

JANUARY 30, 2020

Although typically perceived as software for salespeople, CRMs are the secret sauce behind most successful marketing initiatives. A CRM is an integral piece of software for marketers and salespeople. Managing backlinks. Most CRMs will help you: Segment your audiences Tailor custom content to each audience (e.g.,

CRM 155

CRM Marketing Advertising Decision-making 155

Hubspot Sales

APRIL 9, 2025

Pro tip: Make sure you space your calls far enough apart so you can prepare before each one (e.g., Not Making a To-Do List It might feel more efficient to keep track of undone tasks in your mind rather than on paper or in a virtual list, but youll end up losing precious hours. 15-20 minutes). Response rate?

Decision-making 98

Decision-making Stakeholders Finance Software 98

Hubspot Sales

NOVEMBER 28, 2021

When you first start out in business, you can probably manage to keep all of your customers or clients top-of-mind … because you don’t have that many. Thankfully, there’s something called CRM or Customer Relationship Management. A Refresher on CRMs. What is a CRM strategy? These include: Happier Customers.

CRM 140

CRM Communication Decision-making Profitability 140

Insightly

JANUARY 29, 2025

Customer relationship management (CRM) software is designed to help businesses boost sales efficiency, improve customer service, develop stronger customer relationships, and increase customer lifetime value. That said, every CRM platform is differentand theres no single solution that fits every company.

CRM 52

CRM Decision-making Software Software 52

Hubspot Sales

AUGUST 11, 2020

Nowadays, a CRM's utility lands somewhere between "incredibly helpful" and "absolutely essential." So, let's say you're in that boat, and you make the call to introduce a CRM into your business operations. Well, generally, that decision is followed by the process of implementing the system. What happens next?

CRM 138

CRM Sales Decision-making Facilitation 138

Insightly

DECEMBER 4, 2024

So whether you’re working with a handful of customers or tens of thousands, every company needs an effective way to store and manage customer data. CRM templates can help to bridge the gap for companies that have outgrown basic spreadsheets but aren’t yet ready to invest in a full customer relationship management (CRM) solution.

CRM 52

CRM Decision-making Small Business Software 52

Hubspot Sales

FEBRUARY 24, 2021

Not only is this type of system time- and energy-consuming to manage, but things also start slipping through the cracks at an alarming rate. That's why you need a CRM. There are four main advantages of using a CRM. Benefits of CRM. Essentially, a CRM boosts rep collaboration and efficiency. CRM Terms to Know.

CRM 130

CRM Decision-making Marketing Publishing 130

Hubspot Sales

NOVEMBER 7, 2023

Your business is growing, and spreadsheets are getting frustrating to manage. You know you need a CRM, but there are hundreds of CRMs and hundreds more features available. This CRM best practices guide will walk you through how to evaluate a CRM, from how it will help your business and how to map your needs to core features.

CRM 111

CRM Software Software Energy and Utilities 111

Nutshell

SEPTEMBER 30, 2024

A good marketing technology (martech) stack has many important components, but one of the most valuable may be your customer relationship management (CRM) platform. Let’s explore the role a CRM can play in an effective martech stack. What is a CRM? What is a CRM?

CRM 113

CRM Advertising Internet Software 113

Hubspot Sales

SEPTEMBER 15, 2023

To serve your customers without dropping the ball, you need a tool to help you track and manage all of your relationships. What you need is customer relationship management (CRM) software. If you think a CRM is an expensive tool only for large businesses, think again.

Small Business 122

Small Business CRM Software Software 122

DemandFarm

MARCH 31, 2025

Managing B2B deals means dealing with buying committees theres rarely a single decision-maker. It integrates seamlessly with HubSpot, enabling users to auto-generate stakeholder maps using CRM data. Enterprise teams managing complex B2B sales with multiple stakeholders. This visibility is pure gold.

CRM 40

CRM Stakeholders Account Planning Decision-making 40

Hubspot Sales

NOVEMBER 22, 2023

This personalized touch makes you feel valued and leaves a lasting impression. Wouldn’t you want to make your customers feel valued? That's where Customer Relationship Management (CRM) software comes in. CRM Tips and Tricks 1. Use social listening One unique CRM tip is to leverage the power of social listening.

CRM 111

CRM Artificial Intelligence Customer Success Decision-making 111

Hubspot Sales

MARCH 26, 2025

If you want to make your sales process easier, this guide will introduce you to five of the best sales enablement platforms in 2025. These tools help teams work better, close more sales, and make more money. Content Management. Showing which sales content works best so teams can make better choices. Lets get started!

Sales 76

Sales Customer Life Cycle CRM Decision-making 76

DemandFarm

NOVEMBER 22, 2024

Do you know how the top key account managers (KAMs) become the top KAMs? Key Focus Areas for High-Impact Account Management Teams 1. This insight-driven approach uncovers opportunities that might go unnoticed, turning account management into a proactive rather than reactive process.

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

Hubspot Sales

SEPTEMBER 22, 2020

From the moment a person subscribes to a company’s newsletter to their first conversation with a salesperson to the final product demo before making a purchase decision, they want every interaction to be personal and contextual. 76% of sales leaders report that their team doesn’t use the majority of the tools in their CRM.

CRM 136

CRM Software Software Meetings 136

Strategic Account Management Association

FEBRUARY 3, 2022

But as a provider of a robust set of sales management and methodology capabilities , our teams work with some of the biggest sales organizations in the world. It’s how faithfully (and effectively) we execute on these principles that makes the difference. These complex operations alone would be enough to keep anyone’s head buzzing.

Account Planning 400

Account Planning Supply Chain Prioritization Digital Transformation 400

SuperOffice

JUNE 30, 2022

Obviously, we use apps because they make our lives easier. The demand for integrated tech in our app store has led to more than 100 apps that now directly integrate with SuperOffice CRM. CRM helps companies manage their customer information and customer relationships, leading to a more customer centric organization.

CRM 106

CRM Computers and Electronics Decision-making Digitalization 106

Nutshell

MAY 3, 2023

If your company has a unique sales process or sells a variety of products and services, it can be tempting to build a CRM from scratch. In this article, we’ll dig into the nitty-gritty surrounding homegrown CRMs, including what a custom CRM is and the potential benefits and drawbacks of building your own. What is a custom CRM?

CRM 127

CRM Software Software B2C 127

Customer Think

MARCH 29, 2024

Integrating a customer relationship management (CRM) system with QuickBooks, an accounting solution, can greatly benefit small and medium-sized businesses (SMBs). The integration can provide a centralized platform to manage customer relationships and sales processes, track expenses and generate financial reports.

CRM 105

CRM Decision-making Management Sales 105

Nutshell

MAY 15, 2023

But if you don’t know which prospecting tools to use or whether your sales prospecting tools integrated with your CRM , you’re looking at hours of hunting down contact info across multiple platforms and doing manual data entry. Crystal also offers communication advice so that you can make the best first impression possible.

CRM 127

CRM Sales B2B Software 127

Hubspot Sales

MARCH 12, 2025

The internet makes research a breeze until youre drowning in options and cant tell whats worth your time. Buyers face the same challenge every day, making simplicity a superpower in sales. SNAP Selling is designed to help you cut through the noise and make buying easier for prospects. One word: Overload.

Decision-making 87

Decision-making Sales Internet B2B 87

Red Star Kim

AUGUST 29, 2023

Change management). To change behaviour the intervention must be: EASY – If a decision requires minimal effort, it’s more likely to be the one that’s chosen. All the partners who used the new CRM alert system to identify their top priority BD calls have been pleased with the results. Welcome back from your holidays!

Marketing 130

Marketing Management Decision-making Government 130

DemandFarm

OCTOBER 15, 2024

So is AI expected to eat up your Key Account Manager’s jobs as well? It depends on your Key Account Management (KAM) maturity level, your approach to your KAM program, your goals, and how you want to roll with the AI punches. Enter: AI in Key Account Management Today’s AI is much like Harvey Dent, the DA of Gotham City.

Key Account Management 52

Key Account Management Account Management Management Decision-making 52

DemandFarm

MARCH 31, 2025

In the past, account managers spent significant time on manual tasks like logging customer interactions, scheduling meetings, updating CRM records, and manually tracking stakeholder engagement. Why do you need an AI Account management tool? Top AI-Powered Tools for Account Managers in 2025 1.

Account Management 40

Account Management Key Account Management Management Account Planning 40

Nutshell

JANUARY 2, 2025

Customer relationship management (CRM) system Computer-aided design (CAD) software Building information modeling (BIM) software Rendering software for architects Architecture accounting software Document management tools for architects Architect business suite software Image editing software for architects Which CRM has the features you need?

Software 62

Software Software CRM Construction 62