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CRM best practices and tips, CRM Guides, Sales Management

Which CRM Reports Should a Sales Manager Read Every Monday?

August 20, 2026 Epic CRM Comments Off on Which CRM Reports Should a Sales Manager Read Every Monday?

Every Monday morning a sales manager makes the same choice. Open the CRM and look at the numbers, or dive into the inbox and let the week happen to them. Option two feels productive for about an hour. Then the week starts drifting. A short, repeatable reading list of reports fixes that, because it turns […]

Sales Management

Handing Over a Client Portfolio When Someone Leaves

May 5, 2026 Epic CRM Comments Off on Handing Over a Client Portfolio When Someone Leaves

When a salesperson resigns, the accounts they managed do not politely pause and wait for a replacement. Renewals keep approaching. Tickets keep landing. Half-finished conversations hang there, unanswered. Most companies treat the handover as a two-week admin exercise crammed into a notice period, then spend the next quarter finding out what nobody bothered to write […]

Sales Management

A Sales Pipeline With Six Stages Beats One With Twelve

April 8, 2026 Epic CRM Comments Off on A Sales Pipeline With Six Stages Beats One With Twelve

Most sales teams never actually design their pipeline. They inherit one, then bolt a stage onto it every time a deal goes sideways. Three years later the board has twelve columns, half of them describe internal paperwork, and nobody remembers why “Awaiting Legal Pre-Check” is still there. Looks thorough on screen. Quietly corrodes every number […]

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