CRM Guides

Download the latest CRM guides.


User Adoption Playbook

Use this User Adoption Playbook to guide your users
to effectively embrace change and communicate
the value of implementing a CRM. Combine modern
CRM and effective adoption strategies to ensure
your software rollout exceeds expectations.


Essential CRM Guide

Download our Essential Guide to CRM featuring 37 pages including the questions to ask when evaluating solutions and some tips for getting started on the path to modern, game-changing CRM.


The CRM Buyer’s Guide for Manufacturing

Digital transformation continues to disrupt the way manufacturing businesses interact with their customers, which in turn provides new ways to rethink age-old processes. So, if you’ve been managing customer relationships for the same way for decades, now is the time to change things up.


GDPR – From compliance to CX excellence

The new General Data Protection Regulation is deeply affecting not only the way you manage personal data but has the potential to revolutionize your customer relationship management. Download our eBook to learn how to move from GDPR readiness to CX excellence.


CRM Glossary

From CRM basics to reporting and analytics, get the complete list of commonly used CRM terms and industry definitions.