August 2026

Field service is where most CRM projects quietly stop. The deal closes, the sale is celebrated, and then a dispatcher opens a spreadsheet, a shared calendar, or a group text thread to figure out who is driving to the customer on Thursday. This article ranks five field service management (FSM) platfo

Every fall, the same mistake plays out in CRM systems everywhere: leadership sets next year’s number, divides it across the sales team, and hands out quotas — without ever asking whether the underlying territories can actually carry those numbers. The result is predictable. Some reps are drown

Here is an uncomfortable number for any sales leader who thinks their commission process is under control: 62% of sales reps keep a “shadow” spreadsheet to verify their own commissions, and the typical rep spends more than an hour a week doing it, according to industry research compiled by commissio

Financial advisors are switching on AI features inside their CRMs faster than their compliance manuals can keep up. Wealthbox now ships an AI Notetaker that joins Zoom, phone, and in-person meetings and drops structured summaries straight onto the client record; Redtail bundles the Finmate AI note-t

Here is a question every CRM owner should be able to answer, but most cannot: if an admin ran a bad data-loader job this morning and overwrote 40,000 contact records with blank values, how would you get the old values back — and how long would it take? For a lot of teams running Salesforce, Hu

Roughly half of CRM projects still miss the business goals they were bought to hit. Analyst estimates of the CRM “failure” rate range from Gartner’s oft-cited 50–70% to Johnny Grow’s 55% figure for 2025, with Forrester landing around 47%. The definitions vary, but the pattern doesn’t: most of