CRM News Today

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.

Lead Management in CRM: From Capture to Conversion

Lead management in CRM: the complete lifecycle from capture to conversion, web form and marketing automation capture setup, lead routing rules for round-robin and territory assignment, BANT and MEDDIC qualification frameworks, and lead source attribution through to closed deals.

CRM Data Hygiene: Best Practices for a Clean Database

CRM data hygiene best practices: preventing duplicates with required fields and dropdown controls, quarterly deduplication and stale contact review process, email bounce handling, data enrichment tools, and the impact of poor data quality on reports and forecasting.

CRM Migration: How to Move Your Data Without Losing Anything

CRM migration guide: why migrations lose data and create duplicates, data audit before migration, field mapping process, test migration steps, validation approach, and realistic expectations for email history that can't transfer between systems.