Customer Relationship Playbooks

Weekly insights to help small business CRM leads save time, automate follow-ups, and deliver unforgettable customer experiences.

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Latest insights

Nov 4, 2025 · 3 min read

Trend Watch: Weird CRM post - We want to acquire a CRM software - which one?

Customer lifecycle orchestration is trending again. "Weird CRM post - We want to acquire a CRM software - which one?" is trending across the CRM community this week. Translate the chatter into plays your team can ship immediately.

#CRM Trends#Customer Success#Revenue Operations

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Nov 1, 2025 · 3 min read

Trend Watch: Balancing efficiency and quality in cold calling

Customer lifecycle orchestration is trending again. "Balancing efficiency and quality in cold calling" is trending across the CRM community this week. Translate the chatter into plays your team can ship immediately.

#CRM Trends#Customer Success#Revenue Operations

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Oct 31, 2025 · 3 min read

Trend Watch: CRM recommendations for small B2B service business? (not Salesforce)

Leaders are tightening pipeline inspection to stay predictable. "CRM recommendations for small B2B service business? (not Salesforce)" is trending across the CRM community this week. Translate the chatter into plays your team can ship immediately.

#CRM Trends#Sales Operations#Forecasting

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