CRM Reading Lounge

Browse The Library For Essential CRM Reading Material

Find all your CRM, Sales, Marketing and related articles and eBooks here. Read informative, inspiring, thought-provoking articles, ebooks and guides to help you with your CRM initiative, increase sales, improve service and run your business effectively and profitably.

So kick off your shoes, put your feet up, and browse.

CRM Magazine Rack

  • CRM Buyer. Helpful information for companies interested in larger CRM systems.

The Perfect Fit! Guides to Choosing the Correct CRM for Your Small Business

Looking for the perfect CRM to supercharge your small business? Don’t settle for guesswork! Our latest guide, The Perfect Fit, explains exactly how to choose the right CRM for your needs. Discover top options tailored to your industry, save time, and start growing faster - click to find out more now!

 

CRM & General Articles

April 2025

  1. A Perfect Match? Capsule CRM vs. Keap for Professional PhotographersSmallBizCRM Staff – April 8th, 2025
  2. Built to Grow: Why Health & Wellness Practitioners Need KeapSmallBizCRM Staff – April 9th, 2025
  3. Crisis-Proofing Growth: How a CRM Can Help in Tough TimesSmallBizCRM Staff – April 13th, 2025
  4. Demonstrating Empathy: The Secret Ingredient in Life Insurance Sales SuccessSmallBizCRM Staff – April 13th, 2025
  5. Ensuring Longevity: Why Employee Retention is a Strategic Imperative for Law FirmsSmallBizCRM Staff – April 23rd, 2024
  6. The Power of CRM Integration with Other Business TechnologiesSmallBizCRM Staff – April 22nd, 2024

March 2025

February 2025

 

January 2025

  1. Assessing Your Business Needs: The CRM DebateSmallBizCRM Staff: – January 16th, 2025
  2. Choosing the Right CRM: Key Questions to Ask Before You CommitSmallBizCRM Staff – January 23rd, 2025
  3. CRM Beyond Business: Organizing Your Personal Life with Effective ToolsSmallBizCRM Staff –  January 23rd, 2025
  4. CRM for the People: Tools That Empower NonprofitsSmallBizCRM Staff – January 7th, 2025
  5. CRM: The Swiss Army Knife for Business SuccessSmallBizCRM Staff – January 27th 2025
  6. Data Overload: How to Avoid CRM BurnoutSmallBizCRM Staff – January 23rd, 2025
  7. Declutter Your CRM: Simplify for Efficiency and Better ResultsSmallBizCRM Staff – January 23rd, 2025
  8. Elevating Profits with Purpose: Boosting Customer Lifetime Value through Strategic CRMSmallBizCRM Staff – January 27th 2025
  9. Elevating Growth: How CRM and Marketing Tech Empower SMBsSmallBizCRM Stafff – January 27th 2025
  10. Future-Proofing Customer Experience in the Digital AgeSmallBizCRM Staff – January 27th 2025
  11. Leads to Loyalty: How CRM Fuels Repeat BusinessSmallBizCRM Staff – January 23rd, 2025
  12. Metrics That Win: Navigating Digital Marketing SuccessSmallBizCRM Staff – January 27th 2025
  13. Mobile CRM: Exploring Its Benefits and Determining If It’s Right for You – SmallBizCRM Staff f – January 29th, 2025
  14. Optimizing Affiliate Programs: The Role and Skills of an Effective Affiliate Manager –  SmallBizCRM Staff – January 30th 2025
  15. Powerlifting Your Business: CRM Essentials for Fitness EntrepreneursSmallBizCRM Staff – January 17th, 2025
  16. Revolutionizing Customer Engagement with Email AutomationSmallBizCRM Staff – January 30th 2025
  17. The Absolute Simplest, Most Lightweight CRM for Small BusinessSmallBizCRM Staff – January 7th,  2025
  18. The CAC Balancing Act: Insights for Businesses – SmallBizCRM Staff – January 20th, 2025
  19. The Future of Personalized WebsitesSmallBizCRM Staff – January 15th, 2025
  20. The Role of CRM Tools in Personal Productivity SmallBizCRM Staff – January 15th, 2025
  21. Understanding the Intersection of CRMs and Customer PsychologySmallBizCRM Staff – January 24th, 2025
  22. Why Lead Generation and CRM are Your Business’s Power CoupleSmallBizCRM Staff – January 29th 2025

 

December 2024

 

November 2024

October 2024 

September 2024

August 2024

CRM Articles

July 2024

Affiliate Marketing Articles

CRM Articles

June 2024

Affiliate Marketing Article

CRM Articles

May 2024

Affiliate Marketing Articles

CRM Articles

April 2024

CRM Articles

Additional CRM Resources

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  • Peppers & Rogers Group. This dynamic duo wrote the book on 1 to 1 Marketing. Corporate stuff. Borrow from their strategies and best practises and apply them to your small business CRM applications.
  • Bitpipe. Resource for CRM related white papers and more.

Useful Documents

Additional CRM Articles

CRM 101

  • Your CRM 101 Primer To Selecting & Implementing Small Business CRM Solutions. What is a CRM? What CRM is going to work for you? – Updated January 2024
  • SmallBizCRM Staff  Updated January 2024
  • Managing CRM Presentations. Here are a few tips to help you get the most out of the CRM presentation: SmallBizCRM Staff  Updated January 2024