Wed.Mar 19, 2025

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40+ CRM Custom Field Ideas For Your Business, Based on Industry Type

Nutshell

Not all businesses are built the same. 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. Custom fields are a handy feature that helps you personalize customer experience, automate workflows, and improve your reporting.

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Banking on Transformation: Unlock the Future of Financial Services with Value Stream Management

Planview

Financial services organizations are navigating a rapid pace of change, driven by technological advancements, shifting consumer demands, and the complexity of global economic forces. To stay competitive, many of these organizations are transforming their approach to strategy execution, ensuring they can not only survive but thrive in a dynamic and disruptive environment.

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Ramp pricing: what it is, how it works, and why it matters in SaaS

PandaDoc

Pricing can make or break a deal when it comes to making a sale in SaaS. Seems like common sense, right? This is when strategic pricing approaches come into play, a key one being ramp pricing. This method is all about allowing you to ease your customers into payments over time. This article will break down everything you need to know about ramp pricing, including how it works and why its so important.

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Friction Sparks Innovation: Where Tech and Collaboration Collide

ClearPoint Strategy

Collaboration tech is often marketed as a solution to eliminate friction. But as Ive learned over the years, friction is not always a flawit can be a feature.

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State of AI in Sales & Marketing 2025

AI adoption is reshaping sales and marketing. But is it delivering real results? We surveyed 1,000+ GTM professionals to find out. The data is clear: AI users report 47% higher productivity and an average of 12 hours saved per week. But leaders say mainstream AI tools still fall short on accuracy and business impact. Download the full report today to see how AI is being used — and where go-to-market professionals think there are gaps and opportunities.

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How the brain makes decisions

Articulous

I was fortunate to work with a group in Tokyo this week. One evening, we went to the Tokyo Tower. It has glass floors that you can walk across, which is a great reminder of how the brain makes decisions (see image). System 1 (instinct) was telling me it was unsafe. It made me stop in my tracks. System 2 (the Smart part) was telling me: Its fine. No one has fallen through yet.

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Supply Chain Strategy: The Ultimate Guide for 2024

ClearPoint Strategy

Master supply chain strategy with actionable insights for effective execution, from planning to delivery, ensuring efficiency and customer satisfaction.