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Articles on CRM

CRM for Remote & Distributed Sales Teams: Best Practices and Tools

CRM for Remote & Distributed Sales Teams: Best Practices and Tools

Posted September 15, 2025 by Nathan Rowan

CRM for Remote & Distributed Sales Teams: Best Practices and Tools Introduction: Remote and hybrid work is no longer a […] Read More 

CRM for Subscription-Based Business Models: Managing Churn, Upsell, and Lifetime Value

CRM for Subscription-Based Business Models: Managing Churn, Upsell, and Lifetime Value

Posted September 15, 2025 by Sherman Hsieh

How CRM, customer success, and subscription billing tools help you cut churn, drive upsell, and grow lifetime value in 2026, from Salesforce and HubSpot to Gainsight, ChurnZero, and Chargebee. Read More 

Green CRM: Leveraging CRM to Support Sustainability Goals & Eco-Friendly Customer Initiatives

Green CRM: Leveraging CRM to Support Sustainability Goals & Eco-Friendly Customer Initiatives

Posted September 15, 2025 by Sherman Hsieh

The customer-facing side of green CRM: using your CRM to run eco-friendly programs (paperless, green loyalty, low-carbon shipping, sustainability marketing) that build sustainable customer engagement and loyalty. Read More 

Voice Assistants & CRM: Using Conversational AI to Improve Customer Engagement

Voice Assistants & CRM: Using Conversational AI to Improve Customer Engagement

Posted September 15, 2025 by Nathan Rowan

Voice Assistants & CRM: Using Conversational AI to Improve Customer Engagement Introduction: Voice assistants like Siri, Alexa, and Google Assistant […] Read More 

AI CRM Future Trends: What's Coming in Customer Relationship Technology

AI CRM Future Trends: What's Coming in Customer Relationship Technology

Posted August 11, 2025 by Nathan Rowan

The customer relationship management landscape continues evolving rapidly as artificial intelligence capabilities mature and customer expectations increase. Understanding future trends […] Read More 

AI CRM Security & Compliance: Protecting Customer Intelligence

AI CRM Security & Compliance: Protecting Customer Intelligence

Posted August 11, 2025 by Nathan Rowan

AI CRM systems process and analyze vast amounts of sensitive customer data across Marketing, Sales, and Service departments, making security […] Read More 

Natural Language CRM: Query Customer Data Like ChatGPT

Natural Language CRM: Query Customer Data Like ChatGPT

Posted August 11, 2025 by Nathan Rowan

Natural language processing represents the most significant advancement in customer relationship management user experience since the introduction of graphical interfaces. […] Read More 

Vendor Comparison: Salesforce vs Microsoft vs HubSpot AI CRM Solutions

Vendor Comparison: Salesforce vs Microsoft vs HubSpot AI CRM Solutions

Posted August 8, 2025 by Sherman Hsieh

Salesforce, Microsoft Dynamics 365, and HubSpot are the AI CRMs most businesses shortlist in 2026. Here is how their AI, pricing, and fit compare, and how to choose the right one for your team. Read More 

AI CRM Implementation Timeline: Your 90-Day Customer Success Strategy

AI CRM Implementation Timeline: Your 90-Day Customer Success Strategy

Posted August 8, 2025 by Nathan Rowan

AI CRM implementation success depends on achieving early wins that demonstrate value across Marketing, Sales, and Service while building momentum […] Read More 

Professional Services AI CRM: Client Intelligence & Business Development Excellence

Professional Services AI CRM: Client Intelligence & Business Development Excellence

Posted August 8, 2025 by Nathan Rowan

Professional services organizations face unique challenges in managing relationship-based business models where trust, expertise, and long-term client value drive success. […] Read More