The CRM Consultant
Free advice to help you get the most from your CRM system and to grow your business.
My Top 3 CRMs – Updated November 2024
Best For Sales
Pipedrive
Best For Start-ups
Close
Best For Small Business
Capsule
Read My ‘Best 10 CRMs’ Post >>>
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Why I Love Capsule CRM Right Now
Capsule CRM is my top choice for small businesses, effectively streamlining sales processes and enhancing customer relations. Its user-friendly design, featuring sales pipeline management, task and contact management, detailed…
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CRM Benchmarking – Options
Aski anyone who has been a CRM Admin, and they will tell you that they ‘just’know’ when their CRM system is in good health. The will tell you: But…
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How A CRM Increases Your Company’s Sale Valuation
I spent a number of years working in Mergers & Acquisitions (M&A) in the Media and Technology Sector. Part of my role as an Analyst involved looking at valuations…
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My Pipedrive CRM Review 2024
In the ever-developing world of Customer Relationship Management (CRM) platforms, Pipedrive has emerged as a major player, and it’s one I love. Founded in 2010, Pipedrive has quickly become…
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Salesforce Summer ’24 – Matrix Reports
With the Salesforce Summer ’24 Release we can now summarise very complex data using Matrix Reports. Think of a Matrix Report as a simple Pivot Table you may already…
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Top Tips Using Salesforce Data Loader
I use Salesforce Dataloader a lot – I’m currently using v 60.0.2 . It’s a fantastic tool but there are a few tricky things to remember when using the…
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How To Subscribe To A Report In Salesforce
Subscribing to a Salesforce Report is a great way to get users to regularly engage with Salesforce, if they aren’t already. Subscribing to a Report means the user will…
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How To Hide ‘Mark Status As Complete’ On A Salesforce Path
The Salesforce Path is fantastic as a quick visual for users to see the current stage or status of a Salesforce record. To take a look at Paths in…
