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22 must-have reports for measuring CRM health

Martech

Even the best CRM is nearly useless without clean data. By setting up a “CRM data health” dashboard with these essential reports, you can easily spot and fix issues in your setup, reducing the risk of a time-intensive cleanup down the road (and plugging the holes of any potential revenue leaks).

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HubSpot’s July 2024 updates: Big moves toward better efficiency and security

Martech

The Sales Workspace unifies pipeline generation and deal-closing activities, allowing BDRs, Account Executives, and full-cycle reps to prioritize impactful sales actions without navigating across the CRM. Sales teams, get ready to level up with awesome new tools for managing leads.

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Salesforce’s Summer 2024 release features time-saving enhancements

Martech

Salesforce’s Summer 2024 releases will help teams work smarter, with new product innovations built on data, AI, CRM and trust. Implement Einstein Semantic Search I included this enhancement in the Spring 2024 release highlights , but it’s so important that I wanted to shine a spotlight on it again this quarter.

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The 14 HubSpot updates from October 2024 you don’t want to miss

Martech

HubSpot’s October 2024 updates cover everything from flexible email editing to new mobile app capabilities, as well as big upgrades for merchants. October 2024 also brought upgrades for anyone using Microsoft Teams and made managing support tickets a whole lot easier. Let’s recap the biggest HubSpot updates for October 2024.

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HubSpot’s August 2024 updates: Enhanced automation, big reporting updates and more

Martech

HubSpot’s August 2024 updates focus on helping your teams work more efficiently, connect with customers in a more personalized wa, and make better decisions backed by solid data. It identifies target companies and contacts within your CRM, researches their business needs, detects intent signals, and crafts personalized emails.

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Best Mobile CRM Apps to Boost Your Sales Productivity

Veloxy

Did you know that using mobile CRM apps can boost sales productivity by 14.6% ? But what are your best options in 2024? Today I’m breaking down my top recommendations for the best mobile CRM apps. These apps put the power of a traditional CRM system right in your pocket. So your CRM should adapt to your workflow.

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Nimble CRM Tips & Updates – October 16 2024 – Sequencing!

Adaptive Business Services

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. Watch for it!

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