CRM News Today

How to Pitch Switching Email Platforms to Leadership Without Breaking Automations

Pitching a move from a basic email tool to an enterprise engagement platform requires a revenue case, not a feature list. Here is how to make the argument and protect your automations during the migration.

Highspot vs Gong: Where Coaching, Call Summaries, and Notes Overlap

Highspot and Gong both touch coaching, notes, and content — but they serve different purposes. Here's where they overlap and where they complement each other.

How to Trigger Review Requests Automatically from HubSpot Deal Stages

You can automate review requests directly from HubSpot by triggering them on deal stage changes. Here are three ways to set it up, from simple native workflows to third-party integrations.

How to Prepare Your CRM Before Rolling Out Gong (Checklist)

Before rolling out Gong, your CRM needs to be clean or the integration creates noise instead of signal. Here's the prep checklist that saves teams from inaccurate insights.

Is HubSpot a CRM or a CMS? Here’s the Honest Answer

HubSpot is both a CRM and has a CMS product — but they're not the same thing. Here's what each one does and whether you actually need both.

How Long Does It Take to Set Up a CRM? HubSpot vs Salesforce vs Zoho vs Bitrix24

Wondering how long CRM setup really takes? Here's an honest breakdown of HubSpot free, Salesforce Essentials, Zoho CRM, and Bitrix24 — from first login to a working sales pipeline.

HubSpot CRM Pipelines Explained: Stages, Templates, and How to Actually Use Them

<p>HubSpot CRM pipeline guide: hubspot pipeline stages, hubspot sales pipeline stages, pipeline management in HubSpot, pipeline examples by industry, setup steps, customization options, and metrics for tracking deal health.</p>

HubSpot Sales Hub Starter and Sequences: What You Actually Get in 2026

Are HubSpot sequences available on Sales Hub Starter? This guide clarifies the tier confusion, covers what Starter includes, sequence best practices, and when upgrading to Professional makes sense.