Most sales report templates ask a three-person team for a dozen metrics, so the report quietly stops going out by week three. The ones that last fit on a phone screen. They carry five numbers, last week’s figures beside them and a short note under each. A sales report template for a small team needs … Read more
Most small teams have an ideal customer profile that reads “B2B companies that need marketing” or “growing businesses that want better sales”. That sentence describes half the internet, so the team still takes every call and wonders why the pipeline is full of people who never buy. An ideal customer profile (ICP) is a one-page … Read more
Most lead scoring advice was written for a marketing department that sees thousands of leads and can’t read them all. A team of four with 30 new leads a month reads every one. The problem it has is smaller and more urgent, which is deciding who gets the first call today. Lead scoring ranks leads … Read more
A CRM (customer relationship management) is software that keeps every customer and every deal in one shared place. It shows who each person is, what was said, what the deal is worth and what happens next. In Fluid CRM, each deal is on a visual pipeline with a reminder for its next step. CRM Meaning … Read more
Most CRM statistics online have no study behind them. Eurostat’s survey of EU firms with 10+ staff does, and it says 28.51% of them use CRM software. Fluid CRM traced every number on this page back to the government agency, journal or company that published it. 28.51% of EU firms with 10+ staff used CRM … Read more
The price on a CRM pricing page is a per-user number for one month. Your bill is that number times your seats, on the billing cycle you pick, plus any fee the vendor charges once. Those last three parts are where two CRMs with the same headline price end up hundreds of dollars apart, so … Read more
You quote a family on Tuesday. They say they want to think about it, you get busy with a claim call, and three weeks later you find out they bound with someone else. Most CRM lists for insurance agents answer that problem with a policy system, which is the wrong tool for it. The best … Read more
folk is lovely for keeping track of people. The trouble starts when those people turn into deals with a value and a close date, or when you need a record type folk was never built for. Fluid CRM and five other tools cover those cases, each in a different way. The best folk CRM alternative … Read more
Your contacts are spread across your phone, your Gmail and a spreadsheet someone made last spring. Finding a phone number is rarely the problem. The expensive part is the person you meant to call back on Thursday and didn’t. Contact management software keeps the people you work with and their history in one place. Google … Read more
Capsule usually works fine until you want a second pipeline, one automation or emails that log themselves. All three sit on Capsule Growth, not Starter, so the plan you started on stops fitting. Before you move anything, work out which of those limits you actually hit. The best Capsule CRM alternative depends on the limit … Read more