When B2B SaaS companies decide to migrate from legacy CRM systems, one of their biggest concerns isn‘t just moving data—it’s ensuring their existing marketing automation workflows continue running without interruption. A single gap in automated nurture sequences or lead scoring can mean lost opportunities and confused prospects, and who wants that? The stakes are high: A botched migration can misplace or muddle your data, such as customer records, purchase history, lead information, and pricing tiers. To make your workflow automation migration as smooth as possible, I will break down the 10 marketing automation workflow templates for B2B SaaS companies migrating […]

With college enrollment trending downward and experts anticipating a “demographic cliff” in 2025 — having a higher education CRM is absolutely vital to ensuring a thriving institution. A CRM is key to attracting and retaining students, ensuring enrollee success, and fostering relationships with alumni and donors. The University of Wyoming boosted enrollment by using HubSpot Smart CRM, with 60% of one year’s incoming class having come through a HubSpot landing page somewhere along their journey, proving just how powerful the right CRM can be. Below, we’ll explore four higher education CRMs, providing you with feature comparisons, pricing details, and implementation […]

Spreadsheets and manual processes can hold back your wholesale business from growing. As wholesalers face increasing pressures to deliver faster, maintain accurate inventory visibility, and provide exceptional customer service, the right CRM becomes essential for success. A CRM helps wholesalers streamline operations, from managing volume-based pricing to tracking shipments across multiple channels. That‘s why we’ve compiled this list of the best CRM software for wholesalers, complete with feature breakdowns, pricing comparisons, and implementation guidance. Below, we’ll explore solutions including HubSpot, Pepperi, Prospect CRM, and Zoho. Unipart, a global provider of supply chain solutions, grew its pipeline from millions to billions […]

There‘s more to healthcare than the visit itself. Whether you’re a doctor’s office, dental practice, or senior living facility, you know that consistent, personalized communication is key to meeting patients’ changing health needs. In fact, it’s what patients prefer. Research by global healthcare company Abbott found that 72% of patients want more personalized care. But keeping patients’ protected health information safe is a requirement, not just a nice-to-have. A good healthcare CRM will protect sensitive information and help you use it to power more personalized communications and stronger relationships with your customers. Healthcare company Santagostino used HubSpot Smart CRM to […]

Managing relationships across healthcare professionals (HCPs), healthcare organizations (HCOs), and complex regulatory requirements makes choosing the right CRM critical for pharmaceutical companies. Whether you’re tracking drug samples, coordinating clinical trials, or ensuring compliance, pharmaceutical companies benefit from CRM systems with features that support their specialized workflows. This guide examines four leading CRM solutions that help pharmaceutical businesses streamline operations and build stronger relationships with healthcare stakeholders. We‘ll compare essential features like regulatory compliance tracking, sample management, HCP engagement tools, and multichannel capabilities. You’ll discover how each platform addresses industry-specific…

With advances in technology and evolving media consumption habits over the years, publishers are no strangers to business model pivots — and it’s only getting more challenging with the rise of generative AI. To conquer obstacles to monetization and distribution, publishing companies need to be able to build stronger relationships with their readers, subscribers, and viewers as well as measure the ROI of different campaigns to ensure they spend resources on what works best. From managing subscriber relationships to automating workflows to crafting personalized marketing campaigns, a good CRM can help you tackle modern-day obstacles. In this comprehensive guide, we’ll […]

If missed appointments, mismanaged invoices, and fragmented customer communication are draining your revenue, it’s time to consider implementing a CRM for plumbers. The right platform helps reduce no-shows, speeds up emergency dispatch, and provides the insights you need to improve profitability and customer loyalty. That’s why we’ve compiled this list of top CRM solutions for plumbing businesses, complete with feature comparisons, pricing breakdowns, and implementation guidance. Our staff writer used generative AI for drafting and research, then fact-checked, reviewed, and revised the content to bring you this comprehensive, helpful guide. We’ll explore how industry leaders like HubSpot, ServiceTitan, and Jobber […]

Managing client relationships in the accounting world involves much more than keeping contact info in one place. For small business accountants, it means staying on top of recurring deadlines, securely handling sensitive financial data, and ensuring no client communication falls through the cracks. These unique needs make it essential to have a CRM that’s not just flexible but tailored to the specific demands of accounting work. That’s where a specialized CRM can really make a difference. The right tool doesn’t just track leads or send reminders — it helps you automate invoicing, keep tabs on client documents, and sync effortlessly […]

Running a successful cleaning business in 2025 goes far beyond spotless floors and sparkling windows — it requires seamless communication, efficient scheduling, and reliable customer management. Yet, finding the right tools to keep everything organized is a challenge; here’s why: the CRM needs of cleaning businesses are uniquely demanding, blending field service logistics with customer service, recurring job tracking, and quick invoicing. Unlike generic CRM systems, cleaning companies need platforms that accommodate mobile crews, on-the-go updates, and repeat customer interactions. This is where Customer Relationship Management (CRM) software becomes essential. The right CRM doesn’t just store contact information; it helps […]