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CRM + Marketing Automation: How to Build a Seamless Lead-to-Revenue Engine
Posted Dec 04 2025 by Nathan Rowan
Why CRM Alone Isn’t Enough for Modern Demand Generation Your CRM is the home base for leads and opportunities, but it’s not designed to run complex campaigns, nurture programs or scoring models by itself. ... Read More
Using CRM for Customer Success: How to Protect Renewals and Drive Expansion Revenue
Posted Dec 04 2025 by Nathan Rowan
Why CRM Shouldn’t Stop at “Closed Won” Many organizations treat CRM as a sales-only tool. Once a deal closes, customer success and support are left to manage accounts in separate systems or spreadsheets. That ... Read More
AI-Powered CRM: How Sales Teams Can Work Smarter with Predictive Insights
Posted Dec 04 2025 by Nathan Rowan
Why Traditional CRM Isn’t Enough Anymore Classic CRMs are great at storing data, but not always at telling you what to do next. Reps still spend hours deciding which accounts to call, which deals ... Read More
CRM Adoption: How to Avoid Building a System Your Sales Team Secretly Hates
Posted Dec 03 2025 by Nathan Rowan
Why CRM Fails Have Little to Do with Technology Many CRM implementations technically “go live” but never really take off. Licenses are purchased, fields are configured—and reps go back to spreadsheets, notebooks and email. ... Read More
Building a Clean Customer 360 in Your CRM: Why Data Quality Is Your Hidden Growth Lever
Posted Dec 03 2025 by Nathan Rowan
Why a “Single View of the Customer” Is Harder Than It Sounds Most companies talk about having a 360-degree view of the customer, but reality looks different: duplicated accounts, missing contacts, outdated data and ... Read More
Sales Pipeline Management in Your CRM: How to Turn Leads into Revenue Predictably
Posted Dec 03 2025 by Nathan Rowan
Why Your Sales Pipeline Belongs Inside Your CRM (Not in a Spreadsheet) Spreadsheets are fine when your sales team is three people and your deals fit on one tab. But as opportunities grow, versions ... Read More
Rolling Forecasts: How Finance Can Ditch the Annual Budget and Stay Ahead of Change
Posted Dec 02 2025 by Nathan Rowan
Why the Annual Budget Is Showing Its Age The traditional annual budget cycle is slow, political and often outdated by the time it is approved. Finance teams spend months debating line items, locking in ... Read More
The Last Mile of Finance: Automating Board Books, MD&A and Narrative Reporting
Posted Dec 02 2025 by Nathan Rowan
Why the “Last Mile” Still Feels Manual Even when ERP and consolidation systems are in place, the final step of financial reporting—building board decks, MD&A, lender packages and management reports—often happens in Word, PowerPoint ... Read More
Modernizing Your SOX Program: From Spreadsheet Jungle to Control Intelligence
Posted Dec 02 2025 by Nathan Rowan
Why SOX Still Hurts More Than It Should Section 404 of the Sarbanes-Oxley Act (SOX) has been around for years, yet many public companies still manage their internal controls over financial reporting (ICFR) using ... Read More
Lease Accounting Without the Panic: Using Software to Tame ASC 842 and IFRS 16
Posted Dec 02 2025 by Nathan Rowan
Why Leases Suddenly Got So Complicated New leasing standards like ASC 842 and IFRS 16 fundamentally changed how companies account for real estate and equipment leases. Most operating leases now sit on the balance ... Read More