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22 must-have reports for measuring CRM health

Martech

Even the best CRM is nearly useless without clean data. Knowing where contacts are in their customer journey lets you see whether they should be handed off to sales or further nurtured by Marketing — and how to communicate with them when you do. You may need to change a setting or process in your CRM or cross-platform processes.

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HubSpot experts share tips for successful CRM implementations

Martech

A new customer relationship management (CRM) platform is a big change for any organization, as well as for the people tasked with using the new system. Additionally, the HubSpot CRM is designed for a quick installation and fast time to value. Depending on team size, it could be with the CRM team.”

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Beyond CRM Adoption: How to Leverage Process Optimization to Achieve Organization-Wide CRM Utilization

MarketingOps

The Problem with CRM Adoption If your company has invested in a Contact Relationship Management (CRM) tool whether its Marketo, Salesforce, HubSpot, or Zoho then by definition it has adopted that CRM. But that doesnt mean your organization has achieved utilization, which is the most important milestone in CRM implementation.

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5 Ways CRM Helps You Manage Customer Data and Drive Business Growth

Marketing Insider Group

Customer relationship management (CRM) strategies and systems are excellent tools for modern businesses. By using CRM growth strategies in your business, you can take advantage of the potential of customer data, refine workflows, and create targeted strategies for meaningful interactions.

CRM 98
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Top CRM Strategies to Improve Customer Retention in 2025

Marketing Insider Group

Customer Relationship Management (CRM) systems automate part of the relationship-building process so businesses can build strong customer connections. Video Source Personalizing experiences, streamlining communication, and addressing customer needs can build unmatched customer loyalty.

CRM 96
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How Workflow Automation in CRM Can Boost Efficiency

Marketing Insider Group

Fortunately, CRM workflow automation can save you an incredible amount of time and money. Automating repetitive tasks within Customer Relationship Management (CRM) systems streamlines processes, reduces errors, and frees up valuable time for more strategic activities. What is CRM Workflow Automation?

CRM 69
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The Importance of Integrating CRM with Marketing Automation

Marketing Insider Group

CRM and marketing automation integration is a well-defined process that combines and improves the alignment between marketing and sales activities. In this article, we share what you need to know about CRM and marketing automation integration, key features, and proven implementation strategies for building lasting customer relationships.

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