CRM & Sales
Guides for CRM systems and sales processes
A well-structured CRM pipeline is the backbone of every sales organization. This guide walks through step-by-step how to design a pipeline that reflects your actual sales process, removes bottlenecks, and boosts conversions—with concrete examples, metrics, and frameworks.
Rasmus Rowbotham
A CRM is only as strong as its data quality. This expert guide explains how to build a sustainable data quality framework that prevents outdated contacts, duplicate records, and inaccurate forecasts.
Rasmus Rowbotham
This article explains how to systematically build and operate a behavioural lead-scoring engine within your CRM sales flow – including step-by-step workflows, measurable benchmarks and decision logic.
Rasmus Rowbotham
A lead is a person or company showing potential interest; a deal is a tracked sales opportunity with value, probability, and a target close date. This guide translates the distinction into concrete data structures, validation rules, and workflows that improve pipeline quality and forecasting.
Rasmus Rowbotham
CRM stands for Customer Relationship Management – both a method and a system that unifies customer data, deals, and follow-ups in one place. This guide explains what CRM is, when to use it, and how to set it up step-by-step.
Rasmus Rowbotham
This guide dives deep into the selection, configuration and operational workflows of CRM systems tailored for small businesses – actionable templates and technical clarity included.
Rasmus Rowbotham
This niche guide compares the 10 strongest free CRMs in 2025 and shows exactly how a team configures pipeline, activities, low-code automations, and lightweight reporting. It focuses on real-world constraints and an implementation model that scales.
Rasmus Rowbotham
This expert guide shows freelancers exactly how to build a personalized sales structure in a free CRM, track leads and clients systematically, and create predictable income without paying for expensive tools.
Rasmus Rowbotham
Learn how to use a free CRM as your growth engine. This practical guide explains how to build a simple, effective sales flow with automatic follow-ups and clear structure from day one.
Rasmus Rowbotham