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Mexus CRM Blog

Practical CRM, sales and artificial intelligence guides for sales teams that want to sell better without the hassle.

Types of Salesperson Oct 2, 2026

The 3 types of salesperson you have (even if you don't know it)

Hunter, farmer and order-taker: the three salesperson profiles that coexist in every SMB. Knowing your mix explains why you sell the way you sell.

Customer Journey · Sep 25, 2026 Referrals: how a happy customer becomes your best salesperson Referrals close the customer journey and restart the funnel with prospects who arrive already convinced. How to move from waiting for them to generating them systematically. Read

Customer Journey · Sep 18, 2026 Retention: the sale you already won and are letting go Retaining a customer and getting them to buy again costs much less than acquiring a new one, but almost no small business works at it. How to turn a purchase into a relationship. Read

Customer Journey · Sep 11, 2026 The Purchase: what finally makes a prospect buy from you (and what holds them back) The purchase moment is rarely lost over price. What makes the close easier in a B2B SMB, what really holds it back, and how to close without pressure. Read

Customer Journey · Sep 4, 2026 Consideration: the follow-up that turns a curious lead into a prospect Between discovering you and buying from you, the customer evaluates you. The consideration stage is won with timely follow-up: neither hounding nor abandoning. How to do it right. Read

Customer Journey · Aug 28, 2026 Discovery: how the customers who aren't looking for you yet find you The first stage of the customer journey is being discovered. How to make a B2B SMB appear before customers who don't yet know you exist — and what to do when they arrive. Read

Customer Journey · Aug 21, 2026 The funnel doesn't end at the sale: why SMBs leave money on the table Most SMBs only think about getting new customers and ignore half of the customer journey: retention and referral, where the easy money is. Read

Sales · Aug 14, 2026 From the chaos in the owner's head to a pipeline the team actually uses Having a CRM doesn't help if the team doesn't use it. I'll tell you how to go from the chaos in the owner's head to a living pipeline the team actually maintains — and what role the tool plays. Read

Technology · Aug 11, 2026 What your sales team can't see without Business Intelligence Business Intelligence gives the sales team and leadership the real picture of the business: forecast, conversion, goals and performance, without building reports by hand. Read

Sales · Aug 7, 2026 Follow-up is where most sales fall apart — and almost no one looks at it Most sales aren't lost at the close or on price: they're lost in the follow-up that never happened. Here's why, and how to stop losing them. Read

Technology · Aug 4, 2026 How AI turns your salespeople into strategists With AI connected to your CRM via MCP, the salesperson leaves administrative work behind and moves into analysis: which deal to focus on, what opportunity they're missing, and what to report. Read

Sales · Jul 31, 2026 How to Systematize What Your Best Salesperson Does on Instinct Your best salesperson sells on instinct and can't explain it. I'll show you how to turn that talent into a process anyone on the team can follow. Read

Technology · Jul 28, 2026 The prospect arrives through your website and no one attends to them: the mistake that costs the most sales A form on your website captures prospects, but if no one attends to them in time they cool off. How to connect your forms to a CRM to respond in minutes. Read

Sales · Jul 24, 2026 5 Signs Your Company Has No Sales Discipline Five concrete signs that your sales depend on luck and not on a process. If you recognize three or more, you don't have a sales problem: you have a discipline one. Read

Technology · Jul 21, 2026 How video calls changed the sales process forever Video calls let you close deals with clients anywhere in the world. How to make the most of them in your sales process without losing the human touch. Read

Sales · Jul 17, 2026 Selling isn't having a sales process: the difference that holds SMBs back Closing deals isn't the same as having a sales process. I explain the difference —the one that separates SMBs that grow from those that stall— and where to start. Read

Technology · Jul 14, 2026 Your calendar is the nervous system of your sales follow-up Follow-up that isn't scheduled doesn't exist. Why taking every sales commitment to a calendar changes your sales — and how to do it without friction. Read

Sales · Jul 10, 2026 Why your company sells well and still doesn't know how to sell Many small businesses sell well but don't know why: they depend on a star salesperson and have no process. Here's the difference and how to start fixing it. Read

Guide · Jun 28, 2026 CRM for SMBs in LATAM: what to look for before choosing What a CRM for an SMB in LATAM should have: ease of use, clear pricing, mobile, integrations, and AI. A checklist for choosing without regrets. Read

Pricing · Jun 25, 2026 How much does a CRM cost in Mexico: 2026 pricing guide How much a CRM costs in Mexico in 2026: billing models, what you pay per user, and how to compare prices without falling for hidden costs. In pesos. Read

AI · Jun 20, 2026 AI-powered CRM: what the MCP is and how to talk to your CRM What the MCP (Model Context Protocol) is and how it lets you talk to your CRM in natural language: deal summaries, queries, and creating activities with AI. Read

Sales · Jun 18, 2026 Sales pipeline: what it is and how to build yours What a sales pipeline is, what stages to give it and how to set it up in a CRM so you can see in seconds what each deal needs to move forward and close. Read

Migration · Jun 12, 2026 How to leave spreadsheets behind and migrate to a CRM without pain A guide to migrating from Excel to a CRM without losing data or slowing the team down: what to bring, in what order, and how to get your salespeople to actually use it. Read

Fundamentals · Jun 5, 2026 What Is a CRM and When Your Sales Team Needs One What a CRM is, what it's for, and the signs your sales team is ready to leave Excel behind. Explained simply, for SMBs in Mexico and LATAM. Read

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