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
What Is CRM? A Data-Backed Guide for 2027
TL;DR
What is a CRM? CRM stands for Customer Relationship Management. It’s a system or software that businesses use to manage interactions with customers and potential customers.
What is CRM software? CRM software keeps every interaction with a customer or prospect in one place. According to G2 Data, it's used mostly by small businesses (64%), followed by mid-market organizations (27%), and enterprises (9%).
What does a CRM do? Keeps a record of every customer, moves deals through stages, and gives every team the same view. Strongest at contact and account management (90%), weakest on mobile (83%).
What is a CRM used for? Getting customer data into one place, named in 29% of reviews and more than twice as often as anything else.
What are the types of CRM? Four: operational, analytical, collaborative, and strategic. Most platforms cover all four, so you are choosing a product rather than a type.
What do buyers find hard about CRM? The learning curve (20%) and features that are missing or too thin (17%). None of the top complaints is the software failing to work.
by Mahima Chavan
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
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
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: Pipeline CRM
How do I get a buy-in from my sales team to move from spreadsheets or another CRM to PipelineDeals?
Sales
PipelineDeals picks up where Excel leaves off. It’s familiar to Excel but more powerful and the learning curve is low. Our training helps salespeople get going and excited about selling. To back that up, PipelineDeals continues to be the most adopted CRM in the industry with an adoption rate of 83% (validated by G2 Crowd).
Yea it's super hard.
Let them test drive Pipelinedeals. Killer feature is the easy way of generating all types of lists even with complex fiters (like "customers that are in sales stage x, which we did not have been in contact for y days and have z in their job role, sort by date when we have been last in contact"; that would be a 15 seconds job to generate such a list). No export needed, no Excel or spreadsheets needed.
No issues here. Simply show your team the simplicity of Pipeline and how it can massage the data anyway you wish
Age old issue. Pipeline CRM is easy-to-use and flexible so that helps. Three ways to get buy-in. 1) Top-down, they have to be told to use it. 2) Find and/or create specific things in the system that will be of value to them. 3) Use it every where you can so that people cannot avoid running into it--and therefore there will be a need to be part of the internal community.
0
Question on: Copper
QUICKBOOKS ONLINE
HOW TO INTEGRATE PROSPERWORKS WITH QUICKBOOKS ONLINE
Copper has an integration with Xero and QuickBooks Online to create invoices but requires Professional user account(s) at $49/user per month in order to use use the integration. Here is the link to Copper's support page on how to add QuickBooks.
https://support.copper.com/hc/en-us/articles/360013339953-QuickBooks-Integration-BETA-
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Question on: Coevera
Is Pipeliner right for us?
How would we know if Pipeliner CRM is right for us?
pipeliner CRM is perfect for every SME.A trial will definitely convince you.It can be customized to suit what you want if the inbuilt solution does not meet your needs
For that reason Pipeliner CRM is rapidly and easily customizable to a company's unique processes, needs and forms. Hence Pipeliner is usually the right choice for anyone.
But of course the only way you'll really know if Pipeliner is right for you is to give it a try--which we highly recommend.
For that reason Pipeliner CRM is rapidly and easily customizable to a company's unique processes, needs and forms. Hence Pipeliner is usually the right choice for anyone.
But of course the only way you'll really know if Pipeliner is right for you is to give it a try--which we highly recommend.
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CRM Software Reports
Mid-Market Grid® Report for CRM
Fall 2026
G2 Report: Grid® Report
Grid® Report for CRM
Fall 2026
G2 Report: Grid® Report
Enterprise Grid® Report for CRM
Fall 2026
G2 Report: Grid® Report
Momentum Grid® Report for CRM
Fall 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for CRM
Fall 2026
G2 Report: Grid® Report
Enterprise Grid® Report for CRM
Summer 2026
G2 Report: Grid® Report
Small-Business Grid® Report for CRM
Summer 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for CRM
Summer 2026
G2 Report: Grid® Report
Grid® Report for CRM
Summer 2026
G2 Report: Grid® Report
Momentum Grid® Report for CRM
Summer 2026
G2 Report: Momentum Grid® Report

































