In business, customer drop-off is unavoidable. Just because a lead shows interest in your product or service, a number of factors can prevent them from making that all-important sale. This is where ...

Learn how to create an effective CRM strategy in 8 easy steps to boost customer relationships, streamline processes, and drive growth. Customer relationship management is vital for any business ...

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Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...

Using a multichannel approach to messaging in your CRM strategy—rather than relying on a single channel to communicate and engage with prospects—can paint a clearer picture of the entire customer ...

A CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It ...