CRM News Today

CRM Email Integration Best Practices: Sync, Track, and Follow Up

CRM email integration best practices: OAuth vs BCC logging, Gmail sync scope settings and historical email configuration, Outlook add-in setup, filtering scanner false positives in email tracking, managing high-volume sequence emails in contact timelines, and BCC address logging for external emails.

CRM and Revenue Operations (RevOps): Aligning Sales, Marketing, and CS

CRM and RevOps alignment: how shared CRM data enables the revenue operations model, lifecycle stage definitions and SLA tracking between sales and marketing, deal source attribution for marketing ROI, automated hand-off workflows, and the five cross-team RevOps metrics.

CRM for Account-Based Marketing (ABM): Strategy and Setup

CRM for ABM: strategic vs scale vs programmatic ABM tiers, account-centric CRM data structure with multi-stakeholder tracking, account engagement scoring, ABM custom fields setup, and the sales-marketing alignment process for target account list creation.

Net Promoter Score (NPS) Tracking in CRM: A Complete Guide

NPS tracking in CRM: promoter, passive, and detractor segments, integrating NPS survey tools to write scores to CRM contact records, detractor rescue and promoter activation workflows, NPS as a renewal conversation input, and B2B SaaS NPS benchmarks.

Churn Rate: How CRM Data Helps You Retain More Customers

Churn rate and CRM: customer and revenue churn calculations, net revenue retention benchmarks, six CRM churn risk signals, building a churn risk workflow with active lists and reports, cohort analysis for retention strategy, and expansion revenue to offset churn.

Customer Acquisition Cost (CAC) and How CRM Helps Reduce It

Customer Acquisition Cost and CRM: full CAC formula including headcount costs, source-level CAC analysis using CRM lead attribution, benchmarks by business type, and how lead scoring, sales automation, and pipeline conversion improvements reduce CAC without cutting marketing spend.

Customer Lifetime Value (CLV) in CRM: How to Calculate and Use It

Customer Lifetime Value in CRM: four CLV calculation methods including SaaS formula, CRM data required for accurate CLV, using CLV to prioritise accounts and allocate marketing budget, churn prevention for high-CLV customers, and the CLV:CAC ratio benchmark.

CRM KPIs: The 15 Metrics Every Sales Team Must Track

15 essential CRM KPIs: win rate calculation and benchmarks, pipeline coverage ratio, lead response time impact on conversion, stage conversion rate to find pipeline bottlenecks, quota attainment, forecast accuracy, and revenue by source attribution.

CRM and Marketing Automation: How They Work Together

CRM and marketing automation integration: what each system handles, the MQL-to-SQL lead handoff workflow, bidirectional data sync requirements, native integrations vs middleware, and common failures including duplicate contacts and broken attribution data.

Customer Segmentation with CRM: How to Target the Right Buyers

Customer segmentation with CRM: six segmentation types including firmographic, behavioural, lifecycle stage, and churn risk, how to build active lists and saved filters, the four highest-priority segments for B2B sales teams, and using segmentation to improve email campaign performance.