A CRM helps you manage customer relationships, sales, and communication, while an ERP manages internal operations like finance, inventory, and supply chain.
Mobile CRM has become the operating nerve centre for such revenue teams on the move.
Investing in a robust CRM solution can be the difference between struggling with inefficiencies and leading with customer excellence.
If you’ve ever, at some point during your campaigns, asked yourself: “How do I make sure the right people see my email?” This blog is for you.
If you’re still chasing leads manually in 2025, you’re already losing ground to 91% of marketers who swear by marketing automation.
Learn how financial institutions can overcome data integration challenges, fortify data security, and set the foundation for agile, insight-driven operations.
In financial services, you're either personalizing through CRM analytics personalization, or you're quietly losing your clients to someone who is.
Explore how email and CRM integration benefits your business's sales and marketing to improve follow-ups, track engagement, and drive more conversions.
Banks don’t lose customers to better interest rates, they lose them to slow responses, cold interactions, and the feeling of being just another account number.
Do you believe that as long as new customers keep coming in, your business is on the right track? If so, it’s time to rethink.
In the Banking, Financial Services, and Insurance sector, the institutions that treat CRM as a strategic asset rather than a backend utility are outperforming their competitors.
CRM adoption trends in 2025 are drastically shifting, redefining how businesses compete, grow, and connect with customers.
This guide is designed to help you evaluate both options in detail, diving into real-world scenarios and key decision-making factors.
A CRM can be the backbone of your business, or a massive drain on resources if you choose the wrong one.
Remember when businesses could only dream of being everywhere at once, tracking every customer interaction, and delivering the perfect message just at the right moment? That has exactly turned into a new reality with marketing automation.
A well-built CRM should have dashboards that go beyond the mere collection of metrics and serve as a nerve center for every sales operation, translating raw data into clear strategies.
Deploying two separate systems to cater to the same customer can not only be time-consuming but also more costly.
Are you doing everything you can to implement the best sales management system and still see areas for growth?
91% of companies with more than 11 employees use a CRM system – GetBase
A cloud-based CRM software runs online and centralizes customer data and workflows. Learn key benefits, core features, and how to choose the best fit for your business.
The benefits of CRM includes centralized customer data, disciplined follow-ups, higher sales productivity with AI support, better customer context, and more.
Explore the importance of a mobile CRM for on-field sales teams, their use cases for different businesses and the challenges to tackle.
Explore this detailed guide on what is a CRM. Learn about the benefits, must-have features, best practices, and how teams and industries use a CRM.
Learn how CRM list management and smart audience segmentation drive higher email engagement, conversions, and personalized customer experiences.
Learn how marketing automation for small businesses can streamline your workflows, align sales and marketing, and unlock predictable growth.
The ultimate guide for small businesses and startups. Compare free crm tools, pitfalls, and identify best CRM solution for your business.
Learn how to overcome challenges in data integration in banking & financial services. Discover strategies to improve agility and cybersecurity using Corefactors.
Discover how CRM analytics personalization transforms financial services with AI-driven insights, customer data integration, and predictive engagement.