• For whom
    • Small and medium businesses
    • Sales teams
    • Marketing departments
    • Customer service departments
    • For startups
  • Features & Benefits
    • Summary
    • Contact management
    • Process Automation
    • Analytics and Reporting
    • Project management
    • Data security
  • Pricing
  • News
  • Contact
  • English
    • Polski

Try it yourself

Edit Content

Log in to our demo account
and test the capabilities of Epic CRM.

Login - [email protected]
Password - demo

Close

Log in or sign up

Edit Content

Please login to your account

Forgot Password?

Sign In
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Close

Sales Management

  • Home
  • News
  • Sales Management
  • Page 4
Discovery Call Questions: What to Ask Before You Pitch
Sales Management

Discovery Call Questions: What to Ask Before You Pitch

March 18, 2025 Krzysztof Balicki Comments Off on Discovery Call Questions: What to Ask Before You Pitch

Before you pitch anything, use discovery call questions to learn the prospect’s current situation, the problem, what it costs them, who makes the decision, when, and with what budget. Then end the call with a next step you both agreed on. A lot of founders and new salespeople skip this part. They open the very […]

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 […]

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 […]

Sales Quotas for Small Teams: Setting Targets Reps Can Hit
Sales Management

Sales Quotas for Small Teams: Setting Targets Reps Can Hit

January 17, 2025 Krzysztof Balicki Comments Off on Sales Quotas for Small Teams: Setting Targets Reps Can Hit

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 […]

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 […]

Unikanie pułapek CRM: najczęstsze błędy, na które warto uważać
CRM best practices and tips, CRM Guides, Sales Management

Avoiding CRM Pitfalls: Common Mistakes to Watch Out For

October 21, 2024 Epic CRM Comments Off on Avoiding CRM Pitfalls: Common Mistakes to Watch Out For

Customer Relationship Management (CRM) systems have become indispensable tools for businesses looking to streamline operations and enhance customer interactions. 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 […]

Potencjał integracji CRM i marketingu
Automation & Integrations, CRM Guides, Sales Management

Unlocking the Potential of CRM and Marketing Integration

September 20, 2024 Epic CRM Comments Off on Unlocking the Potential of CRM and Marketing Integration

Integrating CRM with marketing tools can be a game changer for businesses aiming to streamline their operations and strengthen customer relationships. In today’s competitive landscape, companies need a seamless flow of data between departments to create more effective and personalized marketing strategies. By bridging the gap between CRM and marketing automation platforms, businesses can enhance […]

Maksymalizacja efektywności dzięki automatyzacji CRM
Automation & Integrations, CRM Guides, Sales Management

Maximizing Efficiency with CRM Automation

September 5, 2024 Epic CRM Comments Off on Maximizing Efficiency with CRM Automation

In today’s fast-paced business environment, CRM automation has become an essential tool for companies striving to enhance productivity and customer engagement. 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 […]

Jak wybrać odpowiedni CRM dla swojej firmy
CRM best practices and tips, CRM Guides, Sales Management

Choosing the Right CRM for Your Business

June 28, 2024 Epic CRM Comments Off on Choosing the Right CRM for Your Business

Choosing the Right CRM: A Strategic Approach In today’s fast-paced business environment, selecting the right CRM system can be the key to unlocking your company’s full potential. A well-chosen CRM enhances efficiency, strengthens customer relationships, and provides valuable insights to drive decision-making. Whether you’re a startup seeking scalability or an established enterprise aiming to optimize […]

Posts pagination

Previous 1 … 3 4

Search

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

  • Key Account Management for Small B2B Teams: Where to Start
    Key Account Management for Small B2B Teams: Where to Start
  • How to Run a CRM Pilot With One Team Before a Company-Wide Rollout
    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

Tags

AI analytics automation B2B business business growth Business Software checklist compliance CRM CRM Trends customer data Customer Engagement Customer Retention customer service customer support Data Management data migration data quality Data Security email marketing follow-up forecasting GDPR guide help desk KPI lead generation lead management lead scoring marketing pipeline productivity revenue Sales Sales Forecasting sales management sales pipeline sales process sales team small business software spreadsheets ticketing workflow

Do you want to receive news and updates?


    Epic CRM

    CRM for small and medium businesses: sales, tasks, contracts and customer service in one place.

    Resources
    • Features
    • Pricing
    • News
    • FAQ
    • Terms of Service
    • Privacy Policy
    • Cookie Policy
    • DPA
    • Cookie settings
    • Features
    • Pricing
    • News
    • FAQ
    • Terms of Service
    • Privacy Policy
    • Cookie Policy
    • DPA
    • Cookie settings
    Partners
    • Botino: AI voicebots
    • Web Systems Łódź
    • Sellaro: eCommerce integrations
    • MailCraft: email marketing
    • Inteleo: AI assistants
    • Botino: AI voicebots
    • Web Systems Łódź
    • Sellaro: eCommerce integrations
    • MailCraft: email marketing
    • Inteleo: AI assistants

    All rights reserved 2024 - 2026 ©EpicCRM

    • Developed by Web Systems