CRM News Today

CRM and Business Intelligence: Connecting Salesforce or HubSpot to BI Tools

How to connect Salesforce and HubSpot to Tableau, Power BI, Looker, and Metabase: connector options, architecture decisions (direct API vs data warehouse), priority CRM BI reports to build first, and fixes for slow Power BI reports and metric discrepancies between CRM and BI dashboards.

CRM and Data Warehousing: Connecting CRM to BigQuery or Snowflake

How to connect Salesforce and HubSpot to Google BigQuery or Snowflake: architecture overview (ETL tools, data warehouse, BI layer), when this is worth the complexity, connection options (Fivetran, native sync, Airbyte), and fixes for sync lag and deal amount discrepancies between CRM and warehouse.

CRM for the C-Suite: How Executives Should Use CRM Data

How CEOs and VP Sales should use CRM data for strategic decisions: monthly CEO CRM checklist, weekly VP Sales review, strategic relationship management in CRM, and fixes for pipeline reports that don't match customer conversations and CRM-to-financial data reconciliation gaps.

Zoho CRM SalesSignals: Real-Time Visitor and Lead Tracking

Complete guide to Zoho CRM SalesSignals: what it tracks (email opens, website visits, form submissions, support tickets, social activity), how to configure notifications, using real-time signals to time follow-up calls, and fixes for Apple Mail Privacy Protection false positives and missing website visit signals.

HubSpot vs Freshsales: Which AI CRM Is Better in 2026?

HubSpot vs Freshsales AI CRM comparison 2026: feature-by-feature analysis of HubSpot, Freshsales, and Microsoft Dynamics 365 for sales teams evaluating AI CRM options.

Salesforce Einstein Activity Capture: What It Does and Costs

What Salesforce Einstein Activity Capture actually does: email and calendar sync architecture, why EAC data is NOT reportable in Salesforce reports, the 6-month data retention limit, pricing and edition availability, and fixes for the two most common EAC problems: zero emails in activity reports and historical data deletion.

CRM Best Practices 2026: What Top Sales Teams Do Differently

<p>CRM best practices 2026: how top sales teams use CRM as a live operating system. Covers sales contact management best practices, data quality habits, forecasting discipline, and the specific behaviours that separate high-performing CRM implementations from average ones.</p>

CRM Glossary: 100 CRM Terms Every Sales Professional Should Know

Complete CRM glossary with 100 terms: contacts, accounts, deals, opportunities, pipeline, lead scoring, MEDDIC, BANT, SEP, ICM, RevOps, territory, forecast categories, and 90+ more — with cross-platform context for Salesforce, HubSpot, Pipedrive, and Zoho CRM terminology differences.

HubSpot vs Salesforce Market Share: How They Compare in 2026

HubSpot vs Salesforce market share compared: revenue ($2.6B vs $34.9B), customer count (240K vs 150K), segment-by-segment dominance, why the revenue gap doesn't mean what it appears to, where HubSpot is growing at Salesforce's expense, and guidance on the premature Salesforce migration decision.

Salesforce Market Share: How Dominant Is It Really?

An accurate analysis of Salesforce's CRM market dominance: 21-23% overall share, 35-40% enterprise CRM, where Salesforce is genuinely dominant vs where HubSpot and Microsoft Dynamics are taking market share, and how to verify vendor market share claims when making a CRM platform decision.