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Epic CRM

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Role i uprawnienia w CRM - kto powinien mieć dostęp
CRM best practices and tips, CRM Guides, Security & Data

Roles and Permissions in a CRM - Who Should Access What

March 27, 2025 Epic CRM Comments Off on Roles and Permissions in a CRM - Who Should Access What

Imagine handing every employee a master key to the office, the filing cabinets, and the safe. Most would never abuse it. But one careless moment, an accidental deletion, or a departing staffer walking out with your contact list can cost you dearly. Your CRM holds that same kind of value, which is why deciding who […]

Jak AI przewiduje odejścia klientów i pomaga zatrzymać klientów
Automation & Integrations, CRM best practices and tips, CRM Guides

How AI Predicts Customer Churn and Helps You Keep Clients

March 10, 2025 Epic CRM Comments Off on How AI Predicts Customer Churn and Helps You Keep Clients

Keeping a customer you already have costs a sliver of what you burn chasing a new one. Everybody nods at that. But most teams still only notice someone is leaving after they have already gone. And the signs? They were sitting there for weeks, just buried somewhere nobody bothered to look. For small and mid-sized […]

Voiceboty i AI w obsłudze klienta
Automation & Integrations, Customer Support, Industry insights and trends

Voicebots and AI in Customer Service

March 7, 2025 Epic CRM Comments Off on Voicebots and AI in Customer Service

Picture a four-person team trying to grow a business while the phone won’t stop ringing. Most of those calls? The same handful of questions. Opening hours, order status, “hey, did you get my email?” And while all that’s happening, a real sales inquiry sits in an inbox for three days and quietly dies. That’s the […]

7 zadań sprzedażowych, które AI już dziś przejmuje
Sales Management

7 Sales Tasks AI Is Already Taking Over Today

March 5, 2025 Epic CRM Comments Off on 7 Sales Tasks AI Is Already Taking Over Today

Most sales reps don’t lose deals because they’re bad at selling. They lose them to the grind. Logging calls, updating records, chasing follow-ups that slipped, rebuilding the same report for the third time this month. The selling shrinks while the busywork swells. AI has quietly stepped in here, and not as some far-off sci-fi thing […]

Wykorzystanie CRM w sprzedaży i utrzymaniu klientów
Automation & Integrations, CRM Guides, Sales Management

Harnessing CRM for Sales and Retention

February 25, 2025 Epic CRM Comments Off on Harnessing CRM for Sales and Retention

In the fast-paced world of business, maintaining strong customer relationships and driving sales growth are essential for long-term success. A powerful tool that plays a key role in achieving these goals is a Customer Relationship Management (CRM) system. By centralizing customer data and automating key processes, CRM solutions help businesses streamline sales efforts, enhance customer […]

Fakturowanie i płatności w CRM - koniec chaosu dokumentów
CRM best practices and tips, CRM Guides

Invoicing and Payments in a CRM - The End of Document Chaos

February 15, 2025 Epic CRM Comments Off on Invoicing and Payments in a CRM - The End of Document Chaos

Picture a normal Tuesday. There’s an invoice buried somewhere in an email thread, another one sitting in a spreadsheet, a payment confirmation hiding inside your accounting app, and a sticky note reminding you to chase the guy who paid last week. None of these talk to each other. So nothing reconciles cleanly, and the costs […]

Wsparcie omnichannel - jak je uruchomić
Customer Support, Sales Management

Omnichannel Support - How to Set It Up

February 7, 2025 Epic CRM Comments Off on Omnichannel Support - How to Set It Up

Your customers don’t think in channels. They email you Monday, hop on live chat Tuesday, then fire off a WhatsApp message when they get impatient - sometimes all in the same conversation. And they expect whoever picks up to already know the story. That’s the whole promise of omnichannel support: every email, call, chat, and […]

Raporty i analityka w CRM - decyzje oparte na danych
CRM Guides

Reports and Analytics in a CRM - Making Data-Driven Decisions

February 2, 2025 Epic CRM Comments Off on Reports and Analytics in a CRM - Making Data-Driven Decisions

Most small businesses still run their sales on instinct and a pile of spreadsheets. 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 that never converts, a stage […]

CRM dla jednoosobowych firm - czy ma sens?
Automation & Integrations, CRM Guides, Sales Management

CRM for Solo Entrepreneurs - Does It Make Sense?

January 16, 2025 Epic CRM Comments Off on CRM for Solo Entrepreneurs - Does It Make Sense?

When you run a business solo, you wear every hat at once. And customer information? It scatters everywhere you’d least expect. 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 harmless on […]

How Does a CRM Work and Why It's Worth It: A Beginner's Guide
CRM best practices and tips

How Does a CRM Work and Why It’s Worth It: A Beginner’s Guide

January 4, 2025 Epic CRM Comments Off on How Does a CRM Work and Why It’s Worth It: A Beginner’s Guide

Every growing business hits the same wall eventually. Customer details buried in email threads, half-updated spreadsheets, and a graveyard of sticky notes stuck to someone’s monitor. A prospect calls about a quote you promised last week, and nobody remembers who was handling it. Sound familiar? That kind of scattered chaos quietly kills deals, and your […]

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Categories

  • Automation & Integrations (29)
  • CRM best practices and tips (53)
  • CRM Guides (38)
  • Customer Support (13)
  • Industry insights and trends (12)
  • Sales Management (40)
  • Security & Data (13)

Recent posts

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    How to Run a CRM Pilot With One Team Before a Company-Wide Rollout
  • Custom Fields vs Tags in a CRM: When to Use Which
    Custom Fields vs Tags in a CRM: When to Use Which

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