California’s updated privacy regulations turn data governance into a CRM workflow issue. Review collection, segmentation, AI uses, and privacy requests against the phased requirements.
By Judy · November 11, 2026 · 4 min read
Assess deal health with ShareSales’ Win Coach Agent using CRM records, configurable sales criteria, and industry know-how. Review stakeholder gaps, deal risks, and recommended next steps before opportunities stall.
By Judy · November 6, 2026 · 3 min read
Turn sales conversations and internal deal reviews into structured CRM records and follow-up tasks. See how ShareSales checks template coverage and lets reps review and confirm content before CRM writeback.
By Judy · November 4, 2026 · 4 min read
Learn how to build an AI-powered CRM assistant workflow that automates lead follow-up, service tasks, and customer data updates.
By Judy · June 23, 2026 · 4 min read
Turn CRM into a sales execution engine. A Sales Assistant Agent helps teams automate data entry, reporting, and workflows—freeing up 2–3 hours daily for real selling.
By Judy · July 2, 2026 · 4 min read
An APAC-based manufacturing company transformed its project and reporting operations by deploying ShareCRM and embedding AWS generative AI into tender and reporting workflows. By standardizing data capture and automating document-heavy processes, the company reduced reporting costs by 70%, achieved full data consistency, and improved staff efficiency by 40%.
By Jasmine · October 28, 2026 · 3 min read
Deal management drives opportunity progression. A deal desk coordinates commercial decisions. Learn where responsibilities differ and how CRM connects sales, finance, legal, and approvals.
By Judy · October 22, 2026 · 3 min read
CRM field mapping determines where data goes and how its meaning survives migration and integration. Learn how to document mapping rules, handle complex fields, and validate results.
By Judy · October 17, 2026 · 3 min read
A clear guide to CRM sales records: what they are, what they should include, how sales activity records support customer history, and how to manage them responsibly.
By Judy · August 28, 2026 · 5 min read
Assess deal health with ShareSales’ Win Coach Agent using CRM records, configurable sales criteria, and industry know-how. Review stakeholder gaps, deal risks, and recommended next steps before opportunities stall.
By Judy · November 6, 2026 · 3 min read
Turn sales conversations and internal deal reviews into structured CRM records and follow-up tasks. See how ShareSales checks template coverage and lets reps review and confirm content before CRM writeback.
By Judy · November 4, 2026 · 4 min read
Prepare for the first customer call with CRM history and ShareSales’ Customer Intelligence Agent. Explore four preset research skills and reports that distinguish facts, inferences, and items requiring verification.
By Judy · November 3, 2026 · 3 min read
ShareCRM CTO Eric Lin joins technology leaders from Adobe, BytePlus, and HPE at AI+ Power 2026, alongside practical insights from our Hong Kong delivery team.
By Judy · June 16, 2026 · 4 min read
ShareCRM CEO Luo Xu outlines a strategic five-step framework for shifting from AI enhancement to AI Native organization structures to unlock real B2B growth.
By Judy · May 27, 2026 · 4 min read
ShareCRM secures the prestigious AWS AI Software Competency in Generative AI, validating its enterprise-grade security and proven customer success.
By Judy · May 20, 2026 · 3 min read
California’s updated privacy regulations turn data governance into a CRM workflow issue. Review collection, segmentation, AI uses, and privacy requests against the phased requirements.
By Judy · November 11, 2026 · 4 min read
Explore how budget-growth intent is redefining global B2B SaaS trends in 2026. Discover why cybersecurity, integration, and agentic AI are outpacing core connectivity.
By Judy · June 3, 2026 · 3 min read
Discover how AI Agents are transforming CRM. Learn the difference between goal-oriented systems and traditional workflows to drive B2B efficiency.
By Judy · May 14, 2026 · 2 min read
Build a repeatable process for managing multiple contacts within each B2B account. Connect people to opportunities, verify buying roles, maintain interaction history, and measure data quality and decision-role coverage.
By Judy · November 2, 2026 · 4 min read
Give growing teams the access they need without exposing unrelated customer data. Learn how to design CRM permissions, manage temporary access and departures, and audit effective access across roles and teams.
By Judy · October 17, 2026 · 4 min read
Turn strategic account planning into consistent action. Learn how to prioritize accounts, map stakeholders, validate growth opportunities, monitor account health, and use QBRs to keep your CRM plan current.
By Judy · October 16, 2026 · 4 min read
Slow service response, rising customer churn and low repurchase rates are common challenges for after-sales teams. A leading water purification brand in Asia transformed its service operations using ShareCRM’s Work Order Management Solution, ultimately achieving over 90% customer satisfaction and a 70% repurchase rate. The key to this success was building a closed-loop service process that connects customer requests, field operations and real-time data insights.
By Mei · November 25, 2025 · 4 min read
Achieving 99% accuracy in opportunity management may sound impossible, but one leading high-tech enterprise has done it. With ShareCRM’s intelligent opportunity management solution, the company improved accuracy from 40% to 99% through data-driven, scientific management that transforms uncertainty into sustainable growth.
By Mei · July 14, 2026 · 2 min read
More than 90% of enterprises find it unnecessary and impractical to develop their own CRM systems. The cost, complexity, and long-term risk simply outweigh the potential benefits. Instead, smart businesses focus their resources on optimizing and scaling their core operations while leveraging mature SaaS-based CRM solutions like ShareCRM to achieve faster and more sustainable growth.
By Mei · November 11, 2025 · 4 min read