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Field notes from hundreds of CRM launches.

Curated guidance on RevOps, automation, change management, and building lovable CRM experiences.

Playbook

Is your CRM keeping up? (modernization checklist)

Key signs your CRM is falling behind, what it costs to wait, and how to future-proof your strategy with better data, automation, and adoption.

  • 6 signals

    That your CRM is outdated

  • 4 steps

    To start modernizing

  • 1 goal

    Adoption + outcomes

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Stack

Salesforce · HubSpot · Notion

Team

RevOps · Product · CS
AI & Automation November 25, 2024 · 9 min read
Unlock the Power of AI blog thumbnail

Unlock the Power of AI: Transforming Customer Relationships

How AI upgrades CRM analytics, automation, personalization, and real-time support.

Playbook Read article →
CRM Strategy November 26, 2024 · 7 min read
Is Your CRM Keeping Up blog thumbnail

Is Your CRM Keeping Up?

Signs your CRM is outdated and a practical framework to reevaluate and modernize.

Guide Read article →
CRM Review November 24, 2024 · 6 min read
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Is SugarCRM Any Good?

A comprehensive review: customization, AI insights, scalability, and trade-offs.

Review Read article →