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...
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Blog
CRM strategy, Salesforce tips, and business growth insights from the Muncly team.
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...
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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...
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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...
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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...
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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...
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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...
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What is CRM? | CRM 101 | Most Complete Non-Tech Introduction to CRM
When I first sat down to write this, I pictured someone just starting out, trying to make sense of CRM from scratch....
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Why CRM is Important? Do You Really Need a CRM?
Why is CRM important? Is it even necessary? It’s possible that you don’t need a CRM system at all. I often hear...
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A Simple Guide: How to Keep Track of Sales in a Small Business
Foreword How do you keep track of sales in small business? How small business is different from big players? Why you should...
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