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Customer Retention

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Key Account Management for Small B2B Teams: Where to Start
Sales Management

Key Account Management for Small B2B Teams: Where to Start

September 26, 2026 Krzysztof Balicki Comments Off on Key Account Management for Small B2B Teams: Where to Start

Key account management means picking the few clients your business really depends on and giving each one a named owner, a written plan and a regular review. That way they stop sitting in the same queue as everyone else. And plenty of small B2B firms have exactly this problem: a handful of clients bring in […]

Upselling to Existing Customers Without Sounding Pushy
Sales Management

Upselling to Existing Customers Without Sounding Pushy

July 15, 2026 Krzysztof Balicki Comments Off on Upselling to Existing Customers Without Sounding Pushy

Upselling to existing customers stops feeling pushy when the offer fixes a problem the client has already shown you, and lands at a moment when they actually care about it. Sounds obvious. Yet plenty of small B2B firms have clients who would happily buy more, and those clients only hear from the company when an […]

Customer Loyalty Broke Until My CRM Rescued Retention
CRM best practices and tips

Customer Loyalty Broke Until My CRM Rescued Retention

July 5, 2026 Epic CRM Comments Off on Customer Loyalty Broke Until My CRM Rescued Retention

Retention rarely breaks with a bang. It slips away quietly. One unreturned email, one forgotten preference at a time, until the numbers on your dashboard start drifting the wrong way. Most owners assume a cheaper competitor walked off with their customers. The truth is usually more uncomfortable, and honestly more fixable. People leave because they […]

Jak zbierać opinie klientów i wdrażać je w działanie
Automation & Integrations, CRM best practices and tips, CRM Guides

How to Collect Customer Feedback and Turn It Into Action

April 28, 2026 Epic CRM Comments Off on How to Collect Customer Feedback and Turn It Into Action

Every customer conversation carries a signal. A complaint about slow onboarding, an offhand remark on a sales call, a one-star review left at midnight - each one tells you something specific about what your business is getting right or wrong. For small and mid-sized companies, this is the cheapest market research you’ll ever get. And […]

Customer Check-In Calls: How Often to Contact Existing Clients
CRM best practices and tips

Customer Check-In Calls: How Often to Contact Existing Clients

August 18, 2025 Krzysztof Balicki Comments Off on Customer Check-In Calls: How Often to Contact Existing Clients

How often should a customer check-in happen? It depends on two things: how valuable the client is and what stage the relationship is at. New clients need the most contact. Stable ones do fine with a steady routine. And clients close to renewal need extra attention in the months before the contract ends. Plenty of […]

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 […]

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 […]

"Personalizing customer experience with CRM: strategies for success"
CRM best practices and tips

Enhancing customer retention with CRM: Best practices and tips

August 6, 2024 Epic CRM Comments Off on Enhancing customer retention with CRM: Best practices and tips

Customer retention is a critical aspect of any business strategy, as retaining existing customers is often more cost-effective than acquiring new ones. An effective Customer Relationship Management (CRM) system can play a pivotal role in improving customer retention by providing tools and insights that help businesses understand and engage their customers better. This article outlines […]

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Categories

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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

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