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.
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
The CRM RFP That Actually Works: A 2026 Buyer’s Guide to Choosing the Right System Read More »
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
Every Policy, Keyed Twice: A 2026 Playbook for Closing the Insurance CRM-to-AMS Gap Read More »
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
At Zoholics USA 2026 in Houston, Zoho demoed something that would have sounded absurd for a company best known for a $40-per-user CRM: a full ERP running a manufacturing order for a 3kW solar inverter — job cards, sequenced operations across work centers, financials, and inventory prediction &
The AI-Native ERP Just Arrived for the Mid-Market — And It Rewrites Your CRM Roadmap Read More »