The CRM Insider
Insights, strategies, and best practices for CRM success.
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AI Agents Are Reshaping CRM in 2025
The CRM landscape is experiencing its biggest transformation since the shift to cloud-based systems. With the CRM market projected to reach $248.48 billion by 2032 and AI becoming…
4 min read
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5 CRM Automation Rules to Reduce Client Churn (Without Being Spammy)
The Email That Made Me Rethink Everything Last month, I received an email from my web hosting company that said: “We noticed you haven’t logged into your account…
4 min read
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The #1 Metric Accounting Firms Forget to Track (Hint: It’s Not Revenue)
The Numbers That Actually Matter for Long-Term Growth Walk into any accounting firm and ask about their key performance indicators. You’ll hear about revenue per client, number of…
4 min read
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How Accounting Firms Can Use CRM Automation to Stop ‘Tax Season Drop-Off’
The Vanishing Act Every CPA Knows Too Well It happens every year. You work around the clock during tax season, deliver excellent results for your clients, file their…
4 min read
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The Difference Between Categories and Tags
9/18/19 (Updated April 2025) Data management is an essential business practice, and keeping your contacts segmented is not only key to organizing your sales activities but also to…
4 min read
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5 Golden Parameters To Follow Before Selecting A CRM Software
I often hear people complaining about their CRM software. Most of them claim that it fails to help them interact with their customers. I was always skeptical about…
4 min read
