Best Practices9 steps to choose the best CRMLearn what to look for in a CRM system. 23 Dec 2021 Share CustomerWhat is customer churn rate? 5 tips to lower itGet the tips & start improving your customer retention rate 26 Mar 2021 Share Customer5 ways to deliver the best customer serviceTips on becoming a customer-centric company 16 Feb 2021 Share CustomerCustomer success: How to launch & manage your CS programInsights & best practices to help you run an effective customer success program 15 Oct 2020 Share CustomerCustomer success program prep: a six-point checklistUse the checklist to get organized & stay focused as you launch a CS program 08 Oct 2020 Share Business & techWhat is workflow automation in CRM?Learn the basics & benefits of workflow automation 16 Jul 2020 Share Customer3 ways a CRM success plan can help you maximize ROIHow a success plan ensures faster CRM user adoption, ongoing improvement, & more 23 Jan 2020 Share Experience the Insightly platform for yourself Request a demo