John M Perez

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

Ask any independent insurance agency where its customer data lives and you’ll get two answers. Producers say it’s in the CRM — the pipeline where leads, quotes, and follow-ups get tracked. Account managers and CSRs say it’s in the agency management system (AMS) — where policies, carrier

Most freight brokers don’t lose a shipper because they quoted too high. They lose because the customer’s full picture — the rate they were quoted last Tuesday, the lane they run every week, the claim still open from last month, the fact that they hate email and only answer texts — lives