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Featured · Selection
How to run a vendor-neutral CRM shortlist
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Other / General
Build vs buy: when bespoke is the right call
Off-the-shelf CRMs cover most businesses well. This is the short list of situations where bespoke genuinely earns its cost instead of being an expensive ego project. If your process is a genuine source of competitive advantage, forcing it into…
1 min read · 17 Jul 2026, 08:35
Adoption
Adoption is the real measure of CRM success
Why the businesses that win with CRM obsess over adoption, and the habits that get a whole team using the system every day. The problem A CRM nobody updates is worse than no CRM at all, because now your reporting is confidently wrong. What good…
1 min read · 17 Jul 2026, 08:34
AI
Where AI genuinely helps in a CRM
Most AI features in a CRM are noise. A few are genuinely useful. Here is how we tell the difference. Summarisation earns its keep fast Call and email summaries save real time every day, with low risk if they are occasionally wrong. Be sceptical of…
1 min read · 17 Jul 2026, 08:32
Implementation
A rollout plan your team will actually follow
A rollout plan only works if the people using it every day helped write it. Here is the shape we use. Pilot with the sceptics, not the champions If it survives contact with your most sceptical team, it will survive contact with everyone else. Train…
1 min read · 17 Jul 2026, 08:31
Selection
How to run a vendor-neutral CRM shortlist
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1 min read · 17 Jul 2026, 08:29
Strategy
The five questions to ask before you buy a CRM
Most failed CRM projects were doomed at the buying stage. Here is the short, business-first checklist we walk every client through before a single platform is shortlisted. Start with the problem, not the platform Too many teams open a demo before…
1 min read · 17 Jul 2026, 08:23
Other / General
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1 min read · 17 Jul 2026, 06:48CRM insight, straight to your inbox.
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