CRM Basics- Leverage your Sales CRM to Unlock Growth

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CRM Basics

B2B Buying Committee Mapping: Track Champions, Users and Approvers in CRM

Updated On: October 7, 2026

A deal is rarely won by the person who takes your calls. Gartner research puts a typical B2B buying group at six to ten stakeholders, each arriving with four or five pieces of research they gathered on their own. Forrester’s State of Business Buying found that close to 89% of buying decisions cross more than […]

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CRM Basics

Lost Deal Reason Codes: A Practical Taxonomy for Your CRM

Updated On: October 7, 2026

Open the closed-lost report in most CRMs and you will find the same picture: forty percent price, thirty percent competitor, and a long tail of blanks. Nobody believes it, and nobody acts on it. The problem is not that reps are careless. It is that the lost deal reasons available to them were never defined, […]

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CRM Basics

How Agentic Is Transforming B2B Sales with CRM Solutions

Updated On: March 10, 2026

In the highly competitive world of B2B sales, businesses are facing greater challenges than ever before. Sales cycles are longer, customer expectations are higher, and the pressure to stay ahead of the competition is relentless. To thrive in 2026 and beyond, B2B sales teams need more than just basic CRM tools—they need an intelligent, automated, […]

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CRM Basics

CRM Best Practices: Tips For Optimising Your CRM System For Maximum Efficiency

Updated On: October 28, 2024

Table of Contents 1. Define Clear Business Goals 2. Customise Your CRM to Fit Your Business 3. Centralise Customer Data 4. Automate Repetitive Tasks 5. Segment and Prioritise Leads 6. Foster Collaboration Across Teams 7. Provide Ongoing Training 8. Maintain Clean and Accurate Data 9. Leverage CRM Analytics 10. Integrate Your CRM with Other Tools […]

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CRM Basics

The Top 10 Advantages of CRM for FinTech Companies

Updated On: September 26, 2024

According to research by RBSA Advisors, digital payments account for 39% of India’s FinTech sector, followed by InsurTech (20%) and consumer lending (16%). In this competitive scenario, FinTech companies can leverage CRM solutions to streamline customer engagement platforms, allowing them to provide personalised financial products and services . If you are questioning how CRM helps […]

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CRM Basics

The Top 10 Advantages of CRM for Higher Education Industry

Updated On: September 20, 2024

The higher education scene is changing fast. Schools now face new hurdles in handling student info making admissions smoother, and offering custom learning. As schools compete more, they need to work smarter while putting students first. A tool that can help with this shift is a Customer Relationship Management (CRM) system. It is often assumed […]

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