CRM resources
CRM guides for choosing, implementing and running a CRM
Practical CRM guides from the team behind Senitix CRM, in the order a buyer needs them: what a CRM does, how to choose one, how to implement and connect it, and how to keep a sales team using it after go-live. They are written to help you decide well, even when another product turns out to be the better fit.
All guides
Understanding CRM
The features a CRM is built from and the job each one does, the benefits you can measure, and example workflows from inbound lead to renewal.
The CRM features that matter, and the job each one does
The 19 CRM features that matter, each explained as the job it does (records, pipeline, quotes, email, automation, reporting) and which to set up first.
The benefits of a CRM, and how to measure them
Eleven benefits of CRM, each with a named measure (the numerator and denominator in plain words) so you can prove the change instead of claiming it.
CRM examples: how teams actually use one
Five illustrative CRM workflows: lead to deal, quote to invoice, renewal, dealer orders and applicant intake, with the records each needs and the tool to test.
Choosing a CRM
How to build a shortlist, what to test in a trial and ask every vendor, and how far a free plan goes before a team needs to pay.
Choosing the best CRM for the team you have
Four decisions, five trial tests and the questions every vendor should answer, plus Senitix, Salesforce, HubSpot, Zoho and Pipedrive side by side.
Free CRM: how far a free plan gets you
How to tell a forever-free plan, a trial and open source apart, what a free plan costs you in work, which export you actually get, and when to move off it.
Implementing a CRM
The steps from decision to go-live, which systems to connect and which way data should flow, and how to structure and clean the records underneath.
CRM implementation, from decision to go-live
CRM implementation in nine steps, from needs assessment to the review after go-live: who runs each step and what must be true before the next one starts.
CRM integration: what to connect, and what to leave alone
Which systems to connect to a CRM, which direction each should run, how to match records without duplicates, and the rule that settles a field conflict.
CRM database: where each record belongs
The four records a CRM is built from, the duplicate rule to write before you import, access designed from the job, and retention you can defend.
Running a CRM
Stages, fields and reports a team keeps using, the habits that hold up in year two, and what AI in a CRM can and cannot do today.
CRM strategy: the decisions that come before the software
What a CRM strategy settles before setup: the stages a deal passes through, the fields worth recording, the reports a review reads and who owns each record.
CRM best practices that survive year two
Eight CRM best practices for year two, when data goes stale and stages lose meaning: stage definitions, field audits, ownership, and the annual exit test.
What an AI CRM actually does today
The three jobs AI does reliably in a CRM, what makes a score usable, where a person has to approve, and what agentic CRM would really require.
Blog
Shorter reads on the Senitix blog
Single-topic articles on pipeline stages, lead management, forecasting and sales reporting, for when a full guide is more than you need.
Logistics & Transportation
Freight Broker Sales: A Follow-Up System for Spot Quotes and Lane Bids
A follow-up system for freight broker sales: a shipper account record, a spot-quote log and a weekly review, with a Chicago-Dallas example.
Leads & Prospecting
Lead Scoring Model: How to Build a Rule-Based Score Your Reps Trust
A rule-based lead scoring model with a worked scorecard, the threshold sales will accept, and the quarterly back-test that keeps it honest.
Founder-Led Sales
Founder-Led Sales: When to Stop Selling Everything Yourself
The three signals it's time to hire your first salesperson, a decision table to check them, and a checklist for what to write down before you do.