CRM 101: How Reports & Forecasts Help You See What’s Ahead
For centuries, humans have been obsessed with predicting the future. In ancient Greece, people flocked to the Oracle of Delphi, whose cryptic...
Read more →Insights & Resources
Blog
CRM strategy, Salesforce tips, and business growth insights from the Muncly team.
6 CRM Adoption Red Flags You Can’t Afford to Ignore
Are you sure you are not ignoring your CRM implementation red flags? I guess you’ve probably seen memes on Instagram or TikTok...
Read more →
Is It Worth Developing Your Own CRM in 2025?
I recently came across an interesting discussion. Someone mentioned that their company is developing their own CRM system. I thought the times...
Read more →
Account & Contact Management CRM 101: How to Organize Accounts & Contacts in CRM
In the good old days, accountants used to track their accounts in heavy paper books, used tape calculators, and did all that...
Read more →
What is Opportunity Management? CRM 101: How to Make a Selling Conveyor
How do I find new customers? How do I sell more to existing clients? How do I make sure that my sales...
Read more →
What is Lead Management? CRM 101: Understanding the Basics
Fifteen years ago, I was sitting at my parents’ company office. My family owns a small clothing brand, and it was a...
Read more →
What is CRM? CRM 101 Part II: Fundamentals, Implementation & Choosing CRM
CRM is at the heart of how businesses manage relationships, yet many people only see the surface. That’s why we created our...
Read more →
What is CRM? CRM 101 Part I: Definitions, ERP vs. CRM, and Strategy
Here’s a shocking statistic that keeps me up at night: 80% of CRM implementations fail. That’s not a typo – eight out...
Read more →
How Managed Services for Salesforce Can Help Your Business Grow?
Do you have a full-time CPA (Accountant), or do you only hire one when it’s time to file taxes? Think of Salesforce...
Read more →
What Are Salesforce Managed Services Prices?
Welcome to my pricing guide to Salesforce managed services in 2025. If you’re looking for help with your Salesforce support – managed...
Read more →