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.
A holiday cover plan names who is away and when, who backs up each client and queue, what that backup needs to know, and what waits until the person returns. That’s it. It’s May, summer leave requests are landing, and you probably remember last year’s tickets and client emails sitting unanswered for days while one […]
Short answer: yes, leaving a cloud vendor is meant to get easier. EU Data Act cloud switching rules give customers a framework for moving between providers. The law is in force and has applied since 12 September 2025, so its switching rules now shape how you exit, alongside your contract. If you run a small […]
CRM personalization, or personalization in Customer Relationship Management, improves customer experience by turning stored customer data into tailored interactions. As customers become increasingly discerning, their expectations for tailored experiences continue to rise. Businesses that fail to meet these expectations risk losing engagement, trust, and ultimately, revenue. By utilizing CRM systems effectively, companies can gather valuable […]
On 13 March 2024 the European Parliament approved the Artificial Intelligence Act. If you run a small firm that uses AI writing assistants and chatbots in sales and support, here is what it means in practice: transparency and good housekeeping. Not a ban. That is the short version of the EU AI Act for small […]
CRM security, or securing your Customer Relationship Management system, comes down to access controls, multi-factor authentication, updates, encryption and staff training. As companies continue to digitalize their operations, CRM platforms store vast amounts of sensitive customer data, financial information, and internal business processes. A breach in this system can lead to severe consequences, including financial […]
Chrome tested restrictions on third-party cookies for some users, and Google later dropped the plan. Still, retargeting and cross-site analytics depend on browser settings and ad platforms you do not control, and first-party data - the stuff prospects hand you directly - becomes the dependable way to find and follow up leads. Run a small […]
From February 2024, the Gmail Yahoo sender requirements oblige anyone mailing these inboxes to do three things: authenticate messages, make unsubscribing easy and keep spam complaints low. Fail those checks and your mail may be rejected. Or it lands in spam, which is hardly better. And no, this is not only a big-marketer problem. A […]