CRM Software Resources
Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on CRM Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, feature definitions, discussions from users like you, and reports from industry data.
CRM Software Articles
Sales Prospecting: Tips and Tactics for a Strong Pipeline
Maintaining a healthy sales pipeline hinges on effective sales prospecting
by Harshita Tewari
Sales Cadence: What It Is, Importance, and How to Build One
When new leads enter your pipeline, the worst thing you can give sales reps is freedom without direction.
by Harshita Tewari
10 Best CRM Software I Found After Evaluating 30+ CRMs
Choosing the best CRM software can feel overwhelming. With countless options on the market, it’s easy to get lost in features, pricing models, and promises.
by Sudipto Paul
15 Best Free CRM Software in 2024
As a salesperson in a small business, you juggle endless spreadsheets, a flooded inbox, and constant pressure from leadership and clients alike. Plus, your budget stays tiny. The result? Missed opportunities, wasted time, and burnout.
by Devyani Mehta
What Is Marketing Attribution? How to Measure It
Each stage of the sales funnel—from awareness to consideration to purchase—requires a unique strategy.
by Lauren Pope
Permission Marketing: How to Earn Customer Trust With Ease
Nobody likes being a member of a captive audience.
by Lauren Pope
What Is ERP Implementation? Steps, Strategies, and Risks
The implementation of a software system—particularly one as complex and expansive as an Enterprise Resource Planning (ERP)—requires a holistic knowledge of not only the software in question but also an intense understanding of your organization’s business operations and workflows.
by Piper Thomson
10 Ways to Make Your Next Sales Negotiation a Win-Win
The likelihood of someone signing the first draft of a sales contract is slim.
by Mary Clare Novak
What is CRM? How It Helps Boost Sales and Efficiency
Getting a customer to buy your solution is only half the battle.
by Mary Clare Novak
16 Best CRM Software in India for 2024
Businesses must put relationships over results, which isn’t to say results don’t matter. They do. But do you know what drives those results?
by Washija Kazim
10 Best CRM Software in Australia for 2023
Keeping track of your customers on a neverending Notes list no longer cuts it.
by Tanuja Bahirat
Claim Peace of Mind: Decode the Work of Insurance Adjusters
Like the saying, "When life gives you lemons, make lemonade," we often find ways to make the best out of difficult situations.
by Devyani Mehta
Recap of Dreamforce 2022: Innovation and Sustainability
Innovation and sustainability were two major themes at the annual Salesforce event, Dreamforce 2022. Industry conferences typically see the host company promoting its brand by handing out company swag to attendees. Dreamforce 2022 opted instead to focus on Salesforce's sustainability efforts by announcing plans to plant trees for each attendee as part of the company goal to plant one trillion trees by 2030 and provide donations to local public schools. In addition, the company that has helped fuel the CRM Software category announced updates and innovations to its product offerings, including Slack, Salesforce Sales Cloud Unlimited, and of course, Salesforce Genie.
by Blue Bowen
How to Prevent Customer Churn With Retention Marketing
Attracting new customers is cool and all, but do you know how to keep them around?
by Lauren Pope
Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category
It’s no secret that it can be quite difficult to manage all inbound leads into an organization. When a lead form from a survey or marketing event is completed, the lead often populates in the CRM software or other related sales account management software. While this lead populates in a CRM, sales and marketing departments spend lots of time to find the correct account that matches with the lead, as well as the salesperson who should be responsible for reaching out to that lead.
by Michael Gigante
Sales Operations: Your Behind-the-Scenes Revenue Generator
A lot happens behind the scenes of a sales department.
by Mary Clare Novak
Why Customer Relationship Management (CRM) Is Still Relevant
Customer relationship management (CRM) software is not a new technology. It first made its debut in the mid-'80s before the term CRM was even coined. The combination of database marketing and contact management was handy in a world just realizing the utility of relatively small and inexpensive desktop computers; businesses haven’t looked back since.
by Marshall Lager
How Gartner Got Confused: Sales Engagement Is Not Sales Enablement
All jokes aside, it’s a confusing time for sales professionals trying to find tools that can help them sell to buyers who just don’t behave like they used to.
by Michael Fauscette
How to Build a Successful Business Development Team
Every business wants to acquire more customers, right?
by Izabelle Hundrev
How to Choose the Best Sales Technology for Your Industry
Not all industries are the same, and their tech stacks shouldn’t be either. There are many vertical industry software products for most departments of a company, such as accounting, logistics, and HR, but industry-specific sales tech is often ignored.
by Gabriel Gheorghiu
CRM Software Glossary Terms
CRM Software Discussions
0
Question on: ClickUp
What features of ClickUp make it a preferred choice for project management in agile teams?What features of ClickUp make it a preferred choice for project management in agile teams?
Show More
Show Less
I like the versatility to manage multiple projects at same time. One special and crucial point for me is to have more people in a card. This is super!
Show More
Show Less
I think that the best features for agile teams are the agile dashboards and sprint reporting and the workflows for Scrum, Kanban, and hybrid models. Also for developers teams you have native Git integrations.
Show More
Show Less
ClickUp has a lot going for it, especially for agile teams. The biggest draw for power users and admins is the flexibility—whether you’re working with Scrum, Kanban, or a hybrid approach, ClickUp adapts. Features like custom task statuses, sprints, and dashboards are a game changer for keeping everything transparent and trackable.
Show More
Show Less
First things first, their hierarchy (Space,Folder,List) makes it very easy to manager the processes.
Launching 3.0, they have solved many issues that 2.0 has, coming up with a much better UI and much faster application.
Lastly, their newest launch, ClickUp Brain (AI) is a game changer.
Show More
Show Less
It has agility and organization options that can adapt perfectly to each organizational style. It seems to me that it is good software if you handle it well.
Show More
Show Less
Flexible Task Management
Customizable task statuses, priorities, and fields to match agile workflows (Scrum, Kanban, or hybrid).
Show More
Show Less
Comment deleted by user.
Show More
Show Less
0
Question on: Zoho CRM
Is Zoho CRM really free?Is Zoho CRM really free?
Show More
Show Less
Zoho CRM offers a free version, but it also provides various paid plans with additional features and capabilities. The free version typically has limitations on the number of users and features compared to the paid plans, making it suitable for smaller businesses or for those looking to explore its basic functionality.
Show More
Show Less
Initially for trial only. But you can purchase if you feel like you need it best in industry.
Show More
Show Less
For about 5 users. It is free.
Show More
Show Less
It free in trail after that you have to pay
Show More
Show Less
0
Question on: Workbooks
Outlook Integration?Do you have integration with Outlook and what does it provide ?
Show More
Show Less
Workbooks integrates with MS Outlook in 4 days: Email, Calendar, Contacts and tasks allowing a user with a simple click to synch information in of or out of Workbooks from Outlook. This is achieved using our Outlook connector on the PC which synchs records for the user that are relevant to them and allows the user to use Outlook offline and online with Workbooks. Even without Outlook Workbooks includes an email Dropbox functionality that allows any email client to copy emails into the Workbooks CRM system easily.
Show More
Show Less
CRM Software Reports
Mid-Market Grid® Report for CRM
Spring 2026
G2 Report: Grid® Report
Grid® Report for CRM
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for CRM
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for CRM
Spring 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for CRM
Spring 2026
G2 Report: Grid® Report
Enterprise Grid® Report for CRM
Winter 2026
G2 Report: Grid® Report
Small-Business Grid® Report for CRM
Winter 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for CRM
Winter 2026
G2 Report: Grid® Report
Grid® Report for CRM
Winter 2026
G2 Report: Grid® Report
Momentum Grid® Report for CRM
Winter 2026
G2 Report: Momentum Grid® Report


































