Template Archives - CRM Insights

The Importance of a Sales Pipeline [+free template]

January 31, 2023
Mike Basketter
Improve Business Performance

What is a Sales Pipeline and why is it important?As a business leader it’s likely you’re well aware of the concept of a sales pipeline. But how important is a sales pipeline to the success of your business? How healthy is your current sales pipeline? And how confident are you in its accuracy? In this blog […]

How to build your CRM business case [incl. CRM Business Case Template]

July 1, 2021
Don Wiid
Getting Started with CRM

FREE Download CRM Business Case Template CRM Business Case TemplateHow to build a business case to convince top management to support your CRM projectPrior to putting this CRM Business Case Template together, we took a look to see what else was freely available on the internet. We also looked back through our project archives at […]

Template Archives - CRM Insights

The Importance of a Sales Pipeline [+free template]

How to build your CRM business case [incl. CRM Business Case Template]

Download the Basic Sales Pipeline Template