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Sales and CRM guides from Pipeline CRM

Practical playbooks on CRM, sales, and lead management for small and mid-size teams.

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Featured research

The CRM Performance Benchmark 2026: How Top Teams Outperform by 3 to 4x

See how top-performing sales teams outperform the rest by 3 to 4x, based on benchmark data across hundreds of CRM users.

Apr 24, 2026 • 39 min read

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Start here

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CRM

Custom CRM vs Off-the-Shelf CRM: Build or Buy

Build vs Buy 2026 Guide Custom CRM vs Off-the-Shelf CRM: Build or Buy AI made it possible to build a vibe-coded CRM quickly. That changed how many teams…

Jul 1, 2026 • 32 min read
A-Z Sales Glossary
Sales Management

A-Z Sales Glossary

If you’re new to the sales world or want to understand it better, you’ll need to arm yourself with all the latest sales jargon. Sales, like most…

Aug 26, 2021 • 5 min read

Sales management

Manage your pipeline with confidence

How to Balance Sales Automation with Human Touch
Sales Management

How to Balance Sales Automation with Human Touch

Imagine getting five back-to-back emails from a sales rep who clearly hasn’t read a word about your business. All templated. All irrelevant. All…

Apr 18, 2025 • 10 min read

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Free sales tools

Find local business leads in seconds

Use the Free Local Lead Finder to pull business leads from any area, then work them in Pipeline CRM. No account required.

CRM strategy

Choose and get the most from your CRM

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CRM

Best Field Sales CRM 2026: 10 Platforms Ranked

Buyer’s Guide 2026 Edition The 10 best field sales CRMs of 2026. A ranked guide to the CRM and field sales platforms outside reps, door-to-door teams, and…

Jun 18, 2026 • 33 min read

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Try it free

See your pipeline in Pipeline CRM

Set up your first pipeline in minutes. No credit card required, 14-day free trial.

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Lead management

Turn more leads into customers

Email Marketing 101 for Sales Teams
Lead Management

Email Marketing 101 for Sales Teams

According to Forbes, there are 4.48 billion email users worldwide. It’s no wonder that 81% of companies still use email as part of their marketing…

Sep 3, 2024 • 5 min read

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Product updates

What is new in Pipeline CRM

The new list view feature hindsight
Product Updates

The new list view feature hindsight

Track Deals Past and Present with Hindsight This week we’re phasing a major update into the Deals list views of Grow accounts. You can now use Hindsight…

Feb 28, 2025 • 1 min read

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