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CRM and sales
Customer churn identifying and reducing in 2026
CRM and sales

Customer churn: identifying and reducing in 2026

Revenue teams celebrate hitting quarterly targets while 15% of last quarter’s customers quietly disappear. The math is brutal: every customer who leaves takes...

Sean O'Connor | 31 min read

CRM and sales
Open source CRM software best choices for business growth in 2026
CRM and sales

Open source CRM software: best choices for business growth in 2026

The promise of “free” open source CRM software is undeniably powerful, offering complete control and unlimited customization without licensing fees. Yet...

Sean O'Connor | 46 min read

CRM and sales
CRM operations framework strategic implementation guide for 2026
CRM and sales

CRM operations framework: strategic implementation guide for 2026

Sales teams close deals, yet revenue remains unpredictable. Marketing generates leads, yet conversion rates plateau. Customer service resolves tickets, yet satisfaction...

Sean O'Connor | 50 min read

CRM and sales
Personal CRM software 10 best solutions for 2026
CRM and sales

Personal CRM software: 10 best solutions for 2026

A bigger network doesn’t automatically create more opportunities. Without a system, it just creates more chaos. Contacts get lost in spreadsheets, inboxes, and...

Sean O'Connor | 48 min read

CRM and sales
CRM and sales

What revenue teams should track on the balance sheet in 2026

Sales can look strong on paper and still leave your business tight on cash. The balance sheet shows where that gap builds and what to watch before it becomes a...

Stephanie Trovato | 17 min read

CRM and sales
CRM dashboards in 2026 the essential KPIs and realworld examples
CRM and sales

CRM dashboards in 2026: the essential KPIs and real-world examples

Sales teams close deals every day, but which opportunities will actually convert? Revenue leaders often rely on outdated reports and intuition, transforming forecasts...

Sean O'Connor | 41 min read

CRM and sales
CRM vs CMS understanding key differences for 2026
CRM and sales

CRM vs CMS: understanding key differences for 2026

Modern businesses need technology that actually works together. When customer data lives in one system and website content sits in another, the result is disconnected...

Sean O'Connor | 39 min read

CRM and sales
Warm leads definitive guide for 2026
CRM and sales

Warm leads: definitive guide for 2026

Sales teams face a daily challenge: identifying which prospects are genuinely interested in buying. Hundreds of leads flow through pipelines every day including some...

Sean O'Connor | 40 min read

CRM and sales
Sales velocity explained complete guide for 2026
CRM and sales

Sales velocity explained: complete guide for 2026

Sales teams close deals every day, but predicting when the next wave of revenue will arrive remains a challenge. Revenue leaders often track individual metrics like win...

Sean O'Connor | 40 min read

CRM and sales
CRM for higher education complete guide in 2026
CRM and sales

CRM for higher education: complete guide in 2026

A typical CRM is built for speed, aiming to close a deal in a single quarter. But in higher education, the mission is fundamentally different as institutions...

Sean O'Connor | 39 min read

CRM and sales
CRM and sales

10 best client tracking software options for businesses in 2026

The best sales teams don’t just sell better; they operate better. They spend their time building relationships and closing deals, not hunting for contact details...

Sean O'Connor | 36 min read

CRM and sales
CRM and sales

8 best AI meeting note takers: guide for 2026

The most valuable part of a sales call happens after everyone hangs up. It’s in the follow-up, the CRM updates, and the shared insights that deals are won or lost....

Sean O'Connor | 47 min read

CRM and sales
CRM and sales

Best CRM for video production: 7 platforms to streamline workflows

In video production, the final cut is everything. But before reaching that point, projects often live in a chaotic mix of spreadsheets, email threads, and scattered...

Sean O'Connor | 35 min read

CRM and sales
12 ways to improve sales forecast accuracy and build predictable revenue
CRM and sales

12 ways to improve sales forecast accuracy and build predictable revenue

Sales teams are always looking for clearer insights, stronger consistency, and the ability to predict results with confidence. The challenge is how to improve forecast...

monday.com | 40 min read

CRM and sales
Building a voC strategy driving revenue in 2026
CRM and sales

Building a voC strategy: driving revenue in 2026

Customers are talking. Feedback flows through support tickets, sales calls, surveys, and product reviews. The challenge? That valuable intelligence sits scattered across...

Sean O'Connor | 38 min read

CRM and sales
Customer retention rate measuring and improvingin 2026
CRM and sales

Customer retention rate: measuring and improving in 2026

The most successful companies have a secret weapon for predictable growth: a loyal customer base. Keeping existing customers forms the foundation of a strong, resilient...

Sean O'Connor | 39 min read

CRM and sales
CRM and sales

Best sales lead generation software platforms in 2026: the complete guide

The traditional sales playbook demanded brute force and endless spreadsheets, trapping top-performing reps in cycles of manual data entry rather than allowing them to...

Sean O'Connor | 33 min read

CRM and sales
CRM and sales

Sales intelligence solutions ranked: 20 best platforms for smarter selling in 2026

The old sales playbook is officially retired. Data-driven precision is replacing gut feelings and cold calls, but more data doesn’t automatically mean more deals....

Sean O'Connor | 56 min read

CRM and sales
Sales and marketing alignment framework build your strategy for 2026
CRM and sales

Sales and marketing alignment framework: build your strategy for 2026

The reality for most revenue teams: marketing brings in leads, sales closes deals, but when communication is siloed, opportunities slip through the cracks and money gets...

Sean O'Connor | 39 min read

CRM and sales
Lead generation automation workflows delivering results in 2026
CRM and sales

Lead generation automation workflows: delivering results in 2026

Sales reps waste precious hours on data entry and research instead of closing deals. Meanwhile, the hottest leads go cold waiting for follow-up. Website visitors bounce...

Sean O'Connor | 36 min read

CRM and sales
Healthcare lead generation strategies in 2026
CRM and sales

Healthcare lead generation strategies in 2026

Healthcare sales teams face a reality that standard B2B playbooks can’t address. While most industries operate with straightforward decision-making processes and...

Sean O'Connor | 43 min read