--- title: CRM Strategy Insights - SMB Advisors --- [**** **** **** ](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights#menu) [![SMB Advisors](https://www.smbadvisors.com/hubfs/logo.png "SMB Advisors")](http://www.paradoxmarketing.io) ![](https://www.smbadvisors.com/hubfs/SMB2019/x.png) CRM Strategy CRM Strategy Insights [![](https://www.smbadvisors.com/hubfs/Stock%20images/Business%20woman%20hand%20typing%20on%20keyboard%20with%20application%20icons%20around.jpeg) ](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights/8-best-wordpress-client-portal-plugins-to-use-for-2020) ## [8 Best Wordpress Client Portal Plugins To Use For 2020](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights/8-best-wordpress-client-portal-plugins-to-use-for-2020) A client portal is a part of your website that's only accessible to your clients who have a login and password. Clients can access a "portal" that provides them with a more personalized website... [![](https://www.smbadvisors.com/hubfs/Stock%20images/Business%20man%20with%20the%20text%20Qualified%20Leads%20in%20a%20concept%20image.jpeg) ](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights/lead-generation-is-more-than-just-total-number-of-leads) ## [Lead Generation Is More Than Just Total Number Of Leads](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights/lead-generation-is-more-than-just-total-number-of-leads) Without new leads, you won’t have new customers. Without more customers, your business will stagnate. Lead generation is arguably the most important marketing objective that companies have. Your... [![](https://www.smbadvisors.com/hubfs/Stock%20images/Proficient%20young%20male%20employee%20with%20eyeglasses%20and%20checkered%20shirt,%20explaining%20a%20business%20analysis%20displayed%20on%20the%20monitor%20of%20a%20desktop%20PC%20to%20his%20female%20colleague,%20in%20the%20interior%20of%20a%20modern%20office-1.jpeg) ](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights/crm-strategy-keeping-your-contained-data-clean) ## [CRM Strategy: Keeping Your Contained Data Clean](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights/crm-strategy-keeping-your-contained-data-clean) Your CRM data can be an incredibly valuable asset when it comes to nurturing leads and engaging with customers. However, its value comes from its accuracy. Inaccurate data is useless and can hurt... [![The 4 Significant Funnel Metrics You Should Be Following SMB Advisors](https://www.smbadvisors.com/hubfs/Blog_Articles/The%204%20Significant%20Funnel%20Metrics%20You%20Should%20Be%20Following%20SMB%20Advisors.jpg) ](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights/the-4-significant-funnel-metrics-you-should-be-following) ## [The 4 Significant Funnel Metrics You Should Be Following](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights/the-4-significant-funnel-metrics-you-should-be-following) Through the use of certain sales funnel metrics, you’ll be able to identify where you’re losing prospects throughout the sales funnel so that you can improve your marketing and sales efforts and... [![Creating a Funnel Chart to Optimize your Sales Process](https://www.smbadvisors.com/hubfs/Blog_Articles/Creating%20a%20Funnel%20Chart%20to%20Optimize%20your%20Sales%20Process.jpg) ](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights/creating-a-funnel-chart-to-optimize-your-sales-process) ## [Creating a Funnel Chart to Optimize your Sales Process](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights/creating-a-funnel-chart-to-optimize-your-sales-process) A Sales Funnel Chart is a linear chart that is represented as a visual funnel or set of decreasing bars (top to bottom), that gives an overview of interconnected stages in a process. Funnel charts... [![Screen Shot 2019-07-29 at 1.09.38 PM](https://www.smbadvisors.com/hubfs/Screen%20Shot%202019-07-29%20at%201.09.38%20PM.png) ](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights/the-chatbot-crm-revolution-power-of-ai) ## [The Chatbot CRM Revolution: Power of AI](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights/the-chatbot-crm-revolution-power-of-ai) While the human element will always be needed for a business to run, the advent of advanced computer systems revealed how robots can carry out certain tasks more efficiently than a human. The... Load More ## Connect with our CRM Strategy Specialists [![Contact Us](https://no-cache.hubspot.com/cta/default/431748/718c3640-87db-4635-8ee1-d22977508b02.png)](https://cta-redirect.hubspot.com/cta/redirect/431748/718c3640-87db-4635-8ee1-d22977508b02) ##### Featured Insights ![](https://www.smbadvisors.com/hubfs/Stock%20images/Business%20woman%20hand%20typing%20on%20keyboard%20with%20application%20icons%20around.jpeg) #### [8 Best Wordpress Client Portal Plugins To Use For 2020](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights/8-best-wordpress-client-portal-plugins-to-use-for-2020) A client portal is a part of your website that's only accessible to your clients who have a login and password. Clients can access a "portal" that provides them with a more personalized website experience. When giving your clients access to a client portal, you're rewarding your clients with a more convenient, personalized website experience. ![](https://www.smbadvisors.com/hubfs/Stock%20images/Business%20man%20with%20the%20text%20Qualified%20Leads%20in%20a%20concept%20image.jpeg) #### [Lead Generation Is More Than Just Total Number Of Leads](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights/lead-generation-is-more-than-just-total-number-of-leads) Without new leads, you won’t have new customers. Without more customers, your business will stagnate. Lead generation is arguably the most important marketing objective that companies have. Your success depends upon your ability to generate leads and close those leads. ![](https://www.smbadvisors.com/hubfs/Stock%20images/Proficient%20young%20male%20employee%20with%20eyeglasses%20and%20checkered%20shirt,%20explaining%20a%20business%20analysis%20displayed%20on%20the%20monitor%20of%20a%20desktop%20PC%20to%20his%20female%20colleague,%20in%20the%20interior%20of%20a%20modern%20office-1.jpeg) #### [CRM Strategy: Keeping Your Contained Data Clean](https://hsblog.paradoxmarketing.io/capabilities/crm-strategy/insights/crm-strategy-keeping-your-contained-data-clean) Your CRM data can be an incredibly valuable asset when it comes to nurturing leads and engaging with customers. However, its value comes from its accuracy. Inaccurate data is useless and can hurt your marketing, sales, and customer service efforts. It’s very important that you routinely clean your data. [![SMB](https://www.smbadvisors.com/hubfs/SMB2019/logo.png)](https://hsblog.paradoxmarketing.io/) info@smbadvisors.com #### CAPABILITIES Services #### about smb advisors about smb Copyright © 2026 SMB Advisors | All rights reserved | [Terms of Use & Privacy Policy](https://www.smbadvisors.com/terms-of-use-privacy-policy) | [Site Map](https://www.smbadvisors.com/sitemap)