Krzysztof Balicki runs Web Systems, the company that builds and develops EpicCRM. He writes about CRM and sales from the perspective of a team that builds and maintains these tools itself.
Managing invoicing and payments inside your CRM ends document chaos because the customer record and the money tied to that customer sit in the same place. Without it, invoices sit in one app, payments in another and customer details in a spreadsheet, and none of these talk to each other. So nothing reconciles cleanly, and […]
CRM naming conventions are a short written rulebook. It says how every company, person, deal, project and tag gets named, so search, filters and reports give you one clear answer instead of five partial ones. Adopt the rules below and a small team can stop guessing which record is the right one. Why CRM naming […]
Omnichannel support connects email, chat, phone and social messages in one customer history, and you set it up by mapping channels, centralizing data and defining routing. Customers expect whoever picks up to already know the story. That’s the whole promise of omnichannel support: every email, call, chat, and social message lands in one connected history, […]
CRM reports turn customer interactions into numbers that guide sales decisions. Without them, many teams decide on gut feeling, and it quietly costs them deals. The patterns are right there, hiding in plain sight, but when your data lives in scattered files you never see them: a product that outsells everything else, a lead source […]
A fair sales quota for a small team comes from your own won deals, your current pipeline and what each rep can realistically handle. Then you split it into monthly targets, person by person. Been handing two to six salespeople one big yearly revenue number? The start of a new year is a good moment […]
For a business run by one person, a CRM for solo entrepreneurs makes sense once customer information scatters across messages, email and notebooks. A phone number lives in your messages, a project detail sits buried somewhere in an email thread, and a verbal promise hides in a paper notebook on your desk. Each fragment looks […]
An annual sales review boils down to five questions you answer from your CRM data: where won deals came from, which clients and products grew, why deals were lost, how long they took and which activities mattered. Then you hold the answers up against the plan you set in January. This guide was written in […]
The main trends shaping Customer Relationship Management (CRM) are AI, integrations, customization, security and omnichannel. As organizations strive to stay ahead of the competition, understanding emerging CRM trends becomes crucial. From artificial intelligence (AI)-driven insights to seamless integrations with other business tools, CRM systems are evolving from simple data management platforms into dynamic solutions that […]
Holiday season customer support works for a two-person team on three conditions: the predictable questions are answered before they arrive, the deadlines are published, and the rota and priorities are fixed before 29 November. Black Friday falls on 29 November 2024, Cyber Monday on 2 December 2024. Then come the Christmas orders and a run […]
The CRM tools and features that matter most for growing businesses are automation, analytics, integrations and security. As companies scale, maintaining strong customer relationships and optimizing internal processes become increasingly challenging. A well-equipped CRM system can bridge these gaps, providing businesses with the tools they need to enhance efficiency, personalize customer interactions, and drive revenue […]