A CRM should help a business understand its customers, organize sales activity, automate repetitive processes, and make better decisions. Yet many companies discover that implementing a CRM is much harder than purchasing one. The difference comes down to planning. Whether a company chooses Salesforce, HubSpot, Microsoft Dynamics 365, Zoho CRM, Pipedrive, monday.com, Airtable, or...

  Marketing agencies spend a lot of time comparing CRM platforms. They compare features, pricing, integrations, automation capabilities, dashboards, and artificial intelligence features. Those things matter. But there is another factor that is often overlooked: implementation. Two agencies can use the same CRM and get completely different results. One may have a clean sales pipeline,...