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CRM News Today — CRM industry news, software reviews, platform updates, and marketing insights. Your go-to CRM blog covering HubSpot, Salesforce, Zoho CRM, Pipedrive, and the full CRM landscape. Latest CRM updates, automation news, and enterprise CRM trends.
How to negotiate HubSpot pricing: list vs negotiated price ranges, the consistently waivable onboarding fee, bundle pricing, quarter-end timing, add-on negotiation for contact tiers and Breeze Intelligence, and fixes for the 'non-negotiable pricing' response and annual renewal price increases.
How to negotiate Salesforce pricing: list vs actual transaction prices, timing strategy around Salesforce's fiscal year, specific tactics (competitive alternatives, multi-year trades, product bundling, included add-ons), contract terms beyond price to negotiate, and fixes for auto-renewal lock-in and AE 'best offer' stonewalling.
How to export and back up CRM data from Salesforce, HubSpot, Pipedrive, and Zoho CRM: export format options, what exports well vs what requires the API, automated backup approaches (ETL to warehouse, scheduled API extract, third-party tools), and fixes for missing HubSpot engagement history and oversized Salesforce export files.
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.
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.
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.
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.
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.
<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>
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.
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