CRM Software
Customer Relationship Management Software Solutions
CO— Guide to CRM Software
Building strong customer relationships is essential for small business success, and customer relationship management (CRM) software can be a game-changing tool in accomplishing this. CRM tools help you streamline communication, track customer interactions, and manage sales pipelines — all while providing valuable insights to support customer satisfaction and loyalty.
Investing in the right CRM software is critical for small businesses that want to keep customer and lead information organized and accessible. However, with countless options available on the market, finding the perfect fit can be an overwhelming process.
That’s why we’ve organized a comprehensive collection of CRM buying guides to ease your search. From detailed insights on what to look for to practical implementation tips, our guides offer everything you need to make an informed decision — whether you're just starting your search or upgrading your current system. With this information, you can confidently choose a CRM solution that empowers your business to grow and build lasting customer relationships.
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How to Choose the Best CRM Software
Find the right customer relationship management solution for your small business with this step-by-step guide to comparing the best CRMs, in-demand features, and pricing.
The Difference Between Sales and Marketing (and How They Work Together)
Discover the difference between what sales and marketing teams do, and how managers can differentiate them to achieve business goals.
How to Create a Business Development Strategy
A strong business development strategy allows your business to create strong relationships with promising prospects and generate revenue.
Free or Low-Cost CRM Tools for Small Businesses
Cheap or free CRM solutions help SMBs build relationships and boost sales. Discover affordable CRM software to improve marketing and sales processes.
Sales Strategies to Embrace in 2025
Sales strategies in 2025 will blend marketing and sales approaches while seeking to generate higher customer loyalty rates.
How to Integrate Call Center Software with Your CRM
Connect agents to the right information the moment it’s needed with connected cloud systems. Start here.
How to Optimize Your Sales Cycle as a Small Business Owner
Competition is fierce, and entrepreneurs can’t afford to waste time on fruitless prospects. Improve your process with these sales optimization tips and strategies.
Sources of Customer Data
Here’s how to find first- and second-party data and leverage it to grow your business.
How Real Estate CRM Software Benefits Realtors
Connect with clients and build a thriving real estate firm with a customer relationship management platform. Explore advantages, features, and solutions for realtors.
6 Steps to Building a Strong B2B Sales Team
Enhance your B2B sales team using these strategies, from hiring an influential sales leader to fostering a growth-driven mindset.
Small Business Sales Trends for 2024
Sales leaders discuss the upcoming top sales trends, including tailored customer experiences and sustainability, that your small business should leverage.
Smart Ways to Increase Sales Next Year
Sales reps need to invest in deeper, personalized relationships with customers and clients who are now using artificial intelligence to do their homework before clicking Buy.
How to Maximize Sales and Marketing Productivity
Want to become a more productive, profitable organization? Here’s how you can do just that.
Everything You Need to Know About CRM Software
Companies that generate leads and track client data benefit from customer relationship management (CRM) software. Learn the CRM basics.
10 Top CRM Email Marketing Platforms
Generate leads and engage customers using email marketing tools. Explore free and paid services for small businesses.
Pair AI and CRM for Business Growth
Learn how AI integrations for CRM platforms can help sales, marketing, and customer service teams grow your business.
Omnichannel vs. Multichannel Sales Strategies
Understand how multichannel vs. omnichannel sales strategies can help your business improve the customer experience.
10 Must-Have CRM Features for Small Businesses
Discover customer relationship management (CRM) tools that streamline service, marketing, and sales processes.
How to Best Utilize Your CRM Software
Get the most from your CRM software with an effective implementation process and a plan for success.
12 Common CRM Questions Answered
Are you considering CRM software for your small business? Get answers to pressing questions and learn what to ask during a product demo.
How to Decide What Your Business Should Sell
The key factors of knowing “what to sell” include planning, research, branding, and understanding your target market.
What To Do When Company Revenue Drops
When revenue drops, make small adjustments to the way you operate while you assess whether the slump is due to a larger macroeconomic issue.
What Is a Churn Rate?
Are you on track to hit your goals, or is customer attrition holding you back? Use the churn rate metric to see where you stand.
How to Improve Your Customer Churn Rate
Lower attrition can increase your profitability and growth rates. Explore seven ways to reduce churn and boost your business.
5 Things to Avoid When Giving a Sales Presentation
Could your sales approach be turning away future customers? Discover what actions sabotage your meeting and what you should do instead.
Business Intelligence vs. CRM for Small Businesses
Business intelligence and CRM are two tools to help your business organize its data. Here’s what each does and how they can improve your internal processes.
What is Business Development (Biz Dev)?
Business development, also known as biz dev, encapsulates a combination of sales, marketing, and networking activities that add value to your brand.
How to Create a Sales Pitch Deck
A sales pitch deck is a powerful tool that enhances your pitch or demo for potential clients by highlighting your company’s offerings and its value.
4 Tips for Building a B2B Sales Strategy
B2B sales have changed dramatically in the past few years, and your strategy should adjust to the new market paradigm.
What Is the Difference Between Sales and Marketing Teams?
Sales and marketing serve different purposes, and knowing how they differ can help you determine whether your business needs one, the other or both.
Inexpensive Sales Strategies for Startups
These sales strategies focus on building long-term customer value for your startup from day one.
Online Training Tools for Small Business Sales Teams
Small businesses need their sales teams to be agile, efficient and cohesive. Learn how these training programs can help your team reach its full potential.
8 Qualities That Make a Great Salesperson
What skills should your sales team adopt? Explore the top characteristics of successful sales reps.
What Are OKRs and Why Do You Need Them?
Here’s how to use the objectives and key results (OKR) model to focus on successful outcomes.
How to Set Sales Goals for Your Business
Go beyond quotas by setting sales goals that are realistic yet challenging. Here’s how to develop objectives for your sales team.
How to Create a Hybrid Sales Model
Hybrid sales requires an omnichannel approach to B2B sales that will continue to serve businesses for decades to come.
Types of Technology Small Businesses Can Use to Grow Sales
From CRMs to augmented realities, technology is a powerful tool and can help to increase the sales in your small business.
Making Sales Calls Virtually: Best Practices for Small Businesses
Remote selling is here to stay. Meet your quota using these virtual sales tips.
5 Sales Gurus You Should Follow
If you’re looking to maximize your sales success, it pays to follow the strategies, tactics and techniques of the masters. Check out the invaluable insights of these five sales experts.
B2B Sales Tools for Your Remote Team
If your sales team is operating remotely, here are some practical, collaborative B2B sales tools they can leverage.
Best Free Sales Tools for Your Small Business
Sales stem from customer relationships and solutions. Discover the best free sales tools for sales professionals.
Guide to Choosing the Best CRM Software for Your Business
Learn how small businesses use CRM systems to meet customer service and sales goals.
What Is a Sales Funnel?
To fully understand the sales funnel, business owners should know how it follows the customer journey and how to approach leads each step of the way.
4 Main Types of Sales Leads & How to Approach Them
In order to know how to approach a potential customer, you need to define them and their relationship to your business.
Selling on Multiple Platforms: How to Expand Your Online Sales
Selling your products on multiple online platforms creates a safety net for your business and allows you to increase your revenue potential.
Sales Job Titles and What They Mean
Whether you’re building a sales team or starting a career in sales, this guide is a good starting point for understanding the different sales job titles and the responsibilities associated with each.
What Is Sales Prospecting and How Do You Do It?
Finding potential customers can be challenging. These strategies can help lead you to a more successful sales prospecting process.
What Is Relationship Intelligence Software?
Relationship intelligence software is a technology that can help you better understand your customers and improve your sales.
Top Relationship Intelligence Tools for Small Business
Relationship intelligence tools give you actionable insights about your customers so you can close more sales. The six tools outlined in this article will help you run your business more effectively.
How to Build a Sales Team for Your Business
An essential part of every business should be a bustling and engaged sales operation. Here are tips to help you build the perfect sales team.
Top Sales Prospecting Tools to Help You Build Your Business
Sales can be a tough game, but the right prospecting tool can make everything a bit easier. These five sales prospecting tools will help you build a steady pipeline of leads to sustain your business.
How to Create a Virtual Micro-Experience for Your Customers
Delight customers with unique digital experiences to replicate your in-store service.
Rethinking Your Strategy: How to Transition Sales From In-Person to Online
Ready to turn your brick-and-mortar store into an e-commerce selling machine? Use these tips for transitioning to online sales.
Top B2B Sales Tools for Small Businesses
Having the right sales tools will help you save time and reach high-quality leads. Here are 14 B2B sales tools you can consider.
Best Tools for Customer Appointment Scheduling
Shutdown restrictions have forced many businesses to rely on online scheduling, but this can take a lot of time and energy to manage.
How to Create a Successful Virtual Sales Process
Businesses that relied on in-person sales meetings now have to close deals by phone and video calls. Here's how to pivot your sales process for the long term.
How to Retrain Your Sales Team
With many traditional in-person sales tactics now off the table, business owners need to help their sales teams adapt their strategy to a post-coronavirus world.
Top Online Scheduling Tools
Make the most of your workday with these handy online scheduling tools.
Negotiation Insights from Daymond John's 'Powershift'
In his new book, "Powershift," Daymond John of ABC's "Shark Tank" explains how to take control and create moments of true change in your life and business.
How to Motivate Your Sales Team
The key to a successful sales team is to know how to motivate each individual member. Here are five strategies to inspire your team and drive results for your business.
5 Ways to Increase Small Business Revenue
With a little shift in perspective, you can find ways to generate more revenue from opportunities that already exist within your business.
How to Get Out of a Sales Slump
Stuck in a sales slump? Try one of these expert-recommended strategies to turn your numbers around.
Tips for Writing Effective Sales Emails
Email is one of the most lucrative marketing methods for businesses. Here are some tips to ensure your email campaigns are successful.
How to Boost Sales on a Tight Budget
Small business owners don’t have the luxury of a limitless sales budget and often have to think creatively to increase sales. Here are 6 budget-friendly ideas.
Top 8 Business Development Skills
Want to improve your business development skills? Focus on honing these essential traits.
What Is Business Development?
Business development is essential for any small business, but it can be challenging. Here are the steps you need to take to get the most out of your 'biz dev' efforts.
How to Use Business Development to Grow Your Business
Business development is broadly defined as finding and building new opportunities, though most of the tactics revolve around the sales funnel. Here are other ways to benefit from those methods.
How Business Development Can Boost Sales
A thorough, organized business development process can benefit your sales funnel and improve your sales team’s performance.
Guide to Cold Calling
Cold calling may seem like an intimidating or ineffective method of spreading the word about your business, but success can be achieved by following these best practices.
Lead Generation Funnels for B2B Businesses
Lead generation is crucial for all businesses, and every B2B marketer wants to know what the best funnel is for their business.