As your business grows, manually keeping track of your prospects and customers with spreadsheets and random notes in different places becomes near impossible.
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. This only serves to exhaust your team and disappoint to your customers.
You don’t want this to happen to you, do you? No. That’s why you need a CRM.
On September 30, 2026, California Governor Gavin Newsom signed SB 690, stripping private plaintiffs of the right to sue over the “pen register” theory that has powered thousands of website-tracking lawsuits since 2023. If you run HubSpot’s tracking code, a Salesforce-powered chat w
Gartner has now published two findings that, read together, should change how you build customer self-service on top of your CRM. In a survey of 5,728 customers, only 14% of service issues were fully resolved in a company’s own self-service channel. In a later survey of 5,801 customers, 51% of
Your Customer Portal Is Priced to Fail Read More »
A controller who opens the CRM twice a month to confirm a payment term should not cost the same as an account executive who lives in it forty hours a week. Yet that is exactly what most mid-market companies pay — because the easiest thing an admin can do when someone asks for access is click “
At Dreamforce ’26 on September 15, Salesforce launched AIforce, a “live interface layer” designed so that your sales team can read pipeline, update records, and run approvals from Claude, Slack, or anywhere else — without opening Salesforce. Salesforce’s Patrick Stokes
A sales manager at a home services company called us last spring with a simple complaint: the Zoho workflow was firing, the activity timeline showed the SMS logged against every contact, and not one customer had replied in nine days. Nothing was broken in the CRM. The messages were being dropped by
Your CRM Sends the Text. The Carrier Decides If It Arrives: A 2026 A2P 10DLC Guide Read More »
On September 11, 2026 — four days before the Dreamforce keynote — Salesforce stopped asking customers to build their own AI agents and started shipping finished ones with names. Casey handles service. Piper qualifies inbound leads. Hunter works outbound pipeline for weeks at a time. Mars
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