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.
The most common CRM mistakes are weak user training, unclear objectives, poor data quality, ignored feedback and no customization. By centralizing customer data, automating tasks, and providing valuable insights, CRM solutions help businesses improve efficiency and drive growth. However, successful implementation requires careful planning and execution. Many organizations encounter challenges during CRM adoption, often falling […]
Short answer to the NIS2 small business question? The directive probably doesn’t cover your company directly. But it will reach you anyway, through the larger clients it does cover. According to the Commission’s NIS2 overview, Member States had until 17 October 2024 to transpose the directive into national law, and many missed that deadline. And […]
Q4 sales planning comes down to two things: measuring the gap between your year target and what you have actually closed, then checking how much of the open pipeline can realistically land by December. That’s it. This guide was written at the end of September 2024 for the last quarter of that year. Three months […]
Integrating CRM with marketing tools helps businesses streamline their operations and strengthen customer relationships. More effective and personalized marketing depends on customer data flowing smoothly between departments. By bridging the gap between CRM and marketing automation platforms, businesses can enhance efficiency, improve customer targeting, and drive revenue growth. At the core of this integration lies […]
Voice technology is rapidly transforming the way businesses interact with customers and manage operations. By integrating voice technology into CRM systems, businesses can enhance customer engagement, streamline processes, and improve operational efficiency. This article explores the future of voice technology in CRM and highlights the best practices for leveraging this innovative tool. Choosing and using […]
Big Data in CRM lets businesses analyze large volumes of customer data to understand behavior and improve processes. By harnessing the power of Big Data, businesses can gain deeper insights into customer behavior, optimize processes, and make data-driven decisions. This article explores the role of Big Data in optimizing CRM processes and highlights the best […]
Artificial Intelligence (AI) in CRM helps businesses improve customer interactions and sales. By integrating AI into CRM systems, businesses can enhance customer interactions, streamline processes, and make data-driven decisions. This article covers the best practices for using AI in CRM and the latest trends shaping it. Choosing an AI CRM and what it automates When […]
CRM automation raises efficiency by handling data entry, follow-ups and lead tracking so teams can spend more time on customers. Managing customer relationships efficiently requires time and precision, and manual processes can slow down operations, leading to missed opportunities and inefficiencies. By leveraging automation, businesses can streamline workflows, reduce administrative burdens, and focus on what […]
Stalled deals come back to life when you sort them honestly, send one short message per live opportunity, and attach a dated next step to each one. That’s it. In late August, European B2B buyers return from their holidays, and your pipeline is probably full of prospects who went quiet in July. Sound familiar? This […]
A mobile-first approach to Customer Relationship Management (CRM) starts with a platform that works well on phones, offline and securely. With more employees working remotely and customers expecting real-time interactions, mobile CRM solutions are transforming how businesses manage customer relationships. This article explores the best practices for adopting a mobile-first approach in CRM and highlights […]