Best Practices Archives - CRM Software Product News

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Last modified: August 3, 2026

Email Welcome Series Best Practices: 9 Steps to Win Over New Subscribers

Someone hands you their email address, and then… nothing happens for three days. That gap is exactly what an email welcome series is built to close, and it’s the single biggest missed opportunity I see in email marketing today. I’ve watched brands double their early engagement just by turning one lonely “thanks for signing up”...

Last modified: February 7, 2025

Understanding CRM for Customer Retention: Best Practices Explained

“It costs 7 times more to attract a new customer than it does to retain an existing one.” – Neil Patel

Last modified: July 14, 2026

Master Contact Management: 10 Best Practices That Guarantee Success

Data entry, regular cleanups, managing user roles – the to-do list is endless when it comes to contact management.

Last modified: September 11, 2025

The CRM Implementation Plan: 12 Step Strategy Process

I’ve learned that CRM implementation isn’t just about turning on a tool. It’s about helping your sales professionals work in a more productive way. Quick story. I joined a team when they had recently bought a CRM system. Only 18% were using it to its full potential. They bought all the fancy features but skipped...

Last modified: January 14, 2026

Best Practices for Sales Opportunity Management

Let’s admit it, when we have a steady influx of leads in the pipeline, all we can think of is – the hard part is done so we can now sit back and relax.

Last modified: August 12, 2025

8 Lead Nurturing Best Practices to Boost Your Sales

Is your business spending thousands of dollars acquiring leads? If yes, then why are acquired leads slipping through the cracks? Well, a broken lead nurturing process can be the reason.

Last modified: January 20, 2026

10 Lead Scoring Best Practices To Improve Your Sales Lead Quality

Investing hours on a lead only to get turned down later can be pretty disappointing. Not every lead you manage to pull in is there to make the purchase.

Last modified: July 18, 2025

How to Keep Your CRM Data Clean: 10 Best Practices to Get Started

Customer relationship management is indispensable for businesses of all scales and types. It can help enterprises earn credibility and leverage it to increase profits. However, to accomplish this, it is important to keep CRM data clean and well-organized.

Last modified: August 8, 2025