Smarter Business Blog - Smarter Business

Consultant reviewing CRM field structure

Stop CRM custom field sprawl for Act! CRM and SME teams

Act! CRM best practices to stop custom field sprawl. Learn naming, when to use custom tables, and governance steps SME teams can apply today.

Salesperson checking mobile CRM after visit

Make Act! Mobile Work: Trim Field Views to Under 10 for SMEs

Practical configuration steps to make Act! Mobile work for SMEs. Trim mobile field views to under 10, map business card scans correctly, and reduce...

Cloud CRM vs desktop CRM: which should your business run?

Discover whether cloud CRM or desktop CRM is best for your team’s needs. Learn about benefits, costs, and implementation options.

CRM data model schema plan on office table

What is a CRM data model, and where should you start?

Discover how to design a CRM data model that enhances connections, streamlines reporting, and prevents clutter in your CRM system.

Hands arranging workflow step objects on desk

CRM workflow automation: pilot and scale workflows that sell

Discover how CRM workflow automation streamlines sales processes, saving time and improving efficiency. Start with a pilot to drive results.

CRM vs spreadsheets: differences that decide when to switch

Discover the crucial differences between CRM and spreadsheets that influence your decision to switch. Maximize your business efficiency today!

Hands folding envelopes for charity donors

Donor relationship management for UK charities: a practical guide

Discover how effective donor relationship management can boost retention and engagement for UK charities, ensuring lasting support for your cause.

Business owner writing CRM checklist on whiteboard

CRM scalability checklist for growing businesses

Ensure your CRM grows alongside your business with our essential scalability checklist. Unlock reliable performance and seamless transitions.

Businesswoman reviewing customer lifecycle charts

What is the enterprise customer lifecycle?

Discover what is enterprise customer lifecycle and how mastering it can boost revenue, reduce churn, and enhance account expansion.