Teams | Collaboration | Customer Service | Project Management

Using Salesforce for project management means leveraging its CRM infrastructure — and layering purpose-built project management tools on top — to plan tasks, track time, allocate resources, and deliver projects without leaving the platform. Salesforce alone lacks native project management; pairing it with tools like DeskTrack closes that gap entirely. Written by: Ashissh Mahaan.

if you’ve ended up here, there’s a good chance your Salesforce dashboard isn’t keeping up with the pace of the team. Your numbers might look right eventually - just not when you actually need them. Pipeline moves. Deals change stages. Calls happen. Forecasts shift. But when your dashboard is out of date, people stop trusting it - then they stop using it.

A CRM does more than just save phone numbers. It helps you sell faster and keeps your customers happy. It also makes your reports more accurate and saves you money. Many companies pick a CRM by only looking at the price. This is a mistake. Evaluating CRM software is crucial for optimizing business performance and effectively managing customer relationships, which are key to driving revenue and building long-term loyalty.

A CRM (Customer Relationship Management) system is a digital home for your customer info. It stores names, emails, and every chat you’ve ever had with a lead. A CRM acts as a centralized system, consolidating all customer data into a single CRM database that enhances marketing campaigns, improves data management, and streamlines communication efforts across various channels.

Looking for software to handle customer relationship management (CRM) for your architecture firm You’ll find countless options—from dedicated CRM tools to complete professional services automation (PSA) platforms. We obviously think Scoro is a smart choice for many architecture firms. But we’re certainly not the only option. So we’ve compiled seven top tools for you to look at. Some are better for pipeline management. Others nail the client communication part.

Sales teams today face a tougher audience than ever. Buyers have become more selective, with 44% saying they’ll reject a pitch if the salesperson hasn’t researched their needs. On top of that, 33% cite excessive follow-ups as a dealbreaker. It’s not just about selling anymore— it’s about building genuine relationships. This is where CRM software comes into play.

In today’s data-driven business landscape, customer data is more valuable than ever. Companies that leverage Customer Relationship Management (CRM) insights effectively can enhance customer engagement, optimize marketing strategies, and drive significant revenue growth. A well-utilized CRM doesn’t just store information—it transforms raw data into actionable insights that shape business decisions and customer experiences.

As a small business just starting out, you could have a sizeable budget for marketing and sales. But if you’re not retaining your customers, you see money out the door. The Harvard Business Review states that it’s five to 25x more expensive to acquire a new customer than to retain an existing one. Naturally, building a relationship with your customers takes center stage.