Epic CRMEpic CRM
  • 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

Test on your own

Edit Content

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

Login – [email protected]
Password – demo

Close

Log In or Register

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

  • Home
  • News
  • Sales

Sales

  • Home
  • News
  • Sales
General

Sales Forecasting Based on CRM Data

May 30, 2026 Epic CRM Comments Off on Sales Forecasting Based on CRM Data

Every sales leader is really chasing one number: how much revenue actually lands next quarter. That’s the whole job of sales forecasting – predicting future income from the deals you have now plus the patterns buried in the ones you’ve already closed. No magic involved. And definitely not the gut-feel guessing that quietly sinks so […]

Automation & Integrations, Sales Management

How to Calculate the ROI of a CRM Implementation

May 13, 2026 Epic CRM Comments Off on How to Calculate the ROI of a CRM Implementation

Picture a typical Tuesday morning. Customer details live in three spreadsheets, two inboxes, and one salesperson’s head. A promising lead asked for a quote last week, and the follow-up just never happened. Why? Nobody owned it. Meanwhile your team burns hours shuffling data between tools instead of, you know, actually selling. That’s the everyday mess […]

Automation & Integrations, CRM best practices and tips, Sales Management

Follow-Ups and Cold Emailing – Templates and Automation in Your CRM

April 4, 2026 Epic CRM Comments Off on Follow-Ups and Cold Emailing – Templates and Automation in Your CRM

Most deals don’t die on the first contact. They die in the silence after – the follow-up nobody sends, the warm lead that quietly slips away while everyone chases the next shiny prospect. Cold outreach is a game of numbers and timing. And doing both by hand, at any real scale, is exactly where small […]

Automation & Integrations, CRM Guides, Sales Management

Excel vs CRM – Why Spreadsheets Stop Working as Your Business Grows

March 23, 2026 Epic CRM Comments Off on Excel vs CRM – Why Spreadsheets Stop Working as Your Business Grows

You built it yourself, and for a long time it did the job. One tab tracked leads, another logged calls, and a clever little formula flagged the deals worth chasing. Then the team grew. The deals multiplied. And the sheet that used to save you hours started quietly stealing them back. Spreadsheets win early, and […]

General, Sales Management

How to Scale Your Sales Processes as Your Business Grows

March 16, 2026 Epic CRM Comments Off on How to Scale Your Sales Processes as Your Business Grows

The scrappy tactics that got you your first few deals? They fall apart the second volume shows up. A three-person team can keep everything in their heads, trade updates over coffee, remember which client said they’d call back. Now push that to thirty inquiries a day. The cracks show fast. Leads slip away, follow-ups just […]

General, Sales Management

Lead Scoring in Practice – How to Rank Your Prospects

February 20, 2026 Epic CRM Comments Off on Lead Scoring in Practice – How to Rank Your Prospects

Most sales teams already have a gut sense of which deals look promising. But feelings don’t scale. Once dozens (sometimes hundreds) of contacts hit your pipeline every month, instinct quietly buckles under the weight. Lead scoring swaps that guesswork for a hard number on every prospect, one that reflects how likely they actually are to […]

Automation & Integrations, Sales Management

Business Automation – 15 Tasks Your CRM Can Do for You

February 7, 2026 Epic CRM Comments Off on Business Automation – 15 Tasks Your CRM Can Do for You

Your sales reps were hired to sell. Yet most of them burn through the week wrestling with spreadsheets, copying contact details by hand, and digging around to figure out where a deal actually stands. That hidden labor adds up fast. Every hour spent updating records by hand is an hour not spent talking to a […]

Automation & Integrations, CRM best practices and tips, Sales Management

How to Shorten Your Sales Cycle with Automation

January 25, 2026 Epic CRM Comments Off on How to Shorten Your Sales Cycle with Automation

Every deal that drags on is quietly bleeding your business dry. The sales cycle is just the stretch of time between a prospect’s first hello and a signed contract – and when it balloons, the damage piles up fast. Deals stall for boringly predictable reasons. Follow-ups land days too late. Customer info is scattered across […]

CRM best practices and tips, CRM Guides

Integrating Your CRM with Email and Calendar – A Practical Guide

January 18, 2026 Epic CRM Comments Off on Integrating Your CRM with Email and Calendar – A Practical Guide

Why CRM, Email, and Calendar Belong Together Customer info scatters, and the moment it does, sales teams lose their footing. A reply sits buried in someone’s inbox. A meeting note ends up on a sticky pad. And the actual deal record? Shows none of it. When your conversations, appointments, and records live in separate worlds, […]

General, Sales Management

12 Sales Metrics (KPIs) Worth Tracking in Your CRM

December 21, 2025 Epic CRM Comments Off on 12 Sales Metrics (KPIs) Worth Tracking in Your CRM

Most sales teams already have the data they need to grow. It’s just scattered everywhere. Deal notes live in one inbox, contact details in some spreadsheet, and follow-up reminders on a sticky note nobody ever looks at. When everything’s spread out like that, the patterns that actually move revenue stay invisible. And the fix isn’t […]

Posts pagination

1 2 3 Next

Search

Categories

  • Automation & Integrations (29)
  • CRM best practices and tips (37)
  • CRM Guides (43)
  • Customer Support (5)
  • General (82)
  • Industry insights and trends (12)
  • Sales Management (27)
  • Security & Data (6)

Recent posts

  • Sales Forecasting Based on CRM Data
  • How to Calculate the ROI of a CRM Implementation
  • How to Collect Customer Feedback and Turn It Into Action

Tags

AI analytics automation B2B business business growth Business Software business tools compliance CRM CRM migration CRM Trends customer data Customer Engagement Customer Experience customer management customer relationship management Customer Retention customer service data entry Data Management data migration data protection Data Security email marketing forecasting GDPR guide implementation integration lead generation lead management lead scoring marketing Personalization pipeline poradnik productivity Sales sales pipeline sales process segmentation small business software support

Do you want to receive news and updates?


    Epic CRM

    Power your business growth and see immediate results today.

    Resources
    • Features
    • Pricing
    • News
    • FAQ
    • Terms of Service
    • Privacy Policy
    • Cookie Policy
    • DPA
    • Features
    • Pricing
    • News
    • FAQ
    • Terms of Service
    • Privacy Policy
    • Cookie Policy
    • DPA
    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 ©EpicCRM

    • Terms and Conditions
    • Privacy Policy