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Industry insights and trends

Insights into the latest trends, research, and developments in the CRM and broader business software industry.

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Industry insights and trends, CRM best practices and tips

Adopting a mobile-first approach in CRM: Best practices and trends

August 6, 2024 Krzysztof Balicki Comments Off on Adopting a mobile-first approach in CRM: Best practices and trends

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 […]

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Industry insights and trends

CRM and ERP convergence: what it means for businesses

August 6, 2024 Krzysztof Balicki Comments Off on CRM and ERP convergence: what it means for businesses

The convergence of Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems links customer-facing activities with back-office operations in one data flow. This integration promises to change how businesses manage their operations and customer interactions, offering a holistic approach to data management and process optimisation. This article explores the implications of this convergence, its […]

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Industry insights and trends

The impact of blockchain technology on CRM systems

August 6, 2024 Krzysztof Balicki Comments Off on The impact of blockchain technology on CRM systems

Blockchain technology, initially associated with cryptocurrencies like Bitcoin, is now used across various industries, including Customer Relationship Management (CRM). As businesses seek more secure, transparent, and efficient ways to manage customer data, blockchain offers a promising solution. This article explores how blockchain technology is transforming CRM systems, its potential benefits, and the future trends that […]

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Industry insights and trends, CRM best practices and tips

Leveraging predictive analytics in CRM for business growth

August 6, 2024 Krzysztof Balicki Comments Off on Leveraging predictive analytics in CRM for business growth

Predictive analytics in Customer Relationship Management (CRM) uses customer data to forecast trends and anticipate needs. With it, businesses can make informed decisions that drive growth. This article explores the role of predictive analytics in CRM, highlighting its impact on business strategies and offering best practices for implementation. Predictive analytics involves using historical data, statistical […]

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Industry insights and trends

The rise of voice technology in CRM

August 6, 2024 Krzysztof Balicki Comments Off on The rise of voice technology in CRM

Voice technology is rapidly gaining traction in the world of Customer Relationship Management (CRM). As smart speakers, voice assistants, and voice-activated devices become commonplace, businesses are exploring how this technology can enhance their CRM systems. This article covers the rise of voice technology in CRM, its potential benefits, current applications, and future trends. In recent […]

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Industry insights and trends, Security & Data

EU Data Act and Cloud Switching: Can You Leave Your CRM Vendor?

April 9, 2024 Krzysztof Balicki Comments Off on EU Data Act and Cloud Switching: Can You Leave Your CRM Vendor?

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 […]

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Automation & Integrations, CRM Guides, Industry insights and trends

Enhancing Customer Experience with CRM Personalization

April 5, 2024 Krzysztof Balicki Comments Off on Enhancing Customer Experience with CRM Personalization

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 […]

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Automation & Integrations, Industry insights and trends

EU AI Act Approved: What It Means for AI in Sales and Support

March 22, 2024 Krzysztof Balicki Comments Off on EU AI Act Approved: What It Means for AI in Sales and Support

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 […]

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CRM Guides, Industry insights and trends

Third-Party Cookies in Chrome: Why First-Party Data Matters

February 20, 2024 Krzysztof Balicki Comments Off on Third-Party Cookies in Chrome: Why First-Party Data Matters

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 […]

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Automation & Integrations, Industry insights and trends

Gmail and Yahoo Sender Rules 2024: What Changes for CRM Emails

January 26, 2024 Krzysztof Balicki Comments Off on Gmail and Yahoo Sender Rules 2024: What Changes for CRM Emails

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 […]

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