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 ...

Marketing, sales, and customer service teams require accurate, up-to-date information for effective interactions with leads and clients. However, updating records is challenging and time-consuming if ...

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 ...

Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...

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 ...

CRM leaders can't scale AI impact until frontline users trust it. Here's how to shift from skepticism to success.

Here’s how a CRM system – while distinct from a sales tool – can help create the foundation for successful sales outcomes. CRM builds trust and consistency, forming the foundation for meaningful sales ...

Discover the best small business CRM for your team. Compare pricing and features to find the right fit for customer relationship management. Customer relationship management software that caters to ...

Using the right tool for the job can make life a lot easier, and fundraising is already hard enough without having to push that boulder uphill. Customer relationship management (CRM) software isn’t ...