If you’ve been around long enough to see a few CRM projects come and go, then you have probably noticed a pattern. Technology changes, the logos change, and the dashboards look shinier every few years ...

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

Aurasell is betting that AI-native, fully integrated CRM platforms can replace the fragmented go-to-market stacks that have ...

Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

Janette Novak is a freelance journalist and consultant who specializes in teaching online business and small business marketing. Previously, Janette owned a boutique marketing agency and served as a ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) tools have come a long ...

For years, customer relationship management (CRM) in law firms has often been viewed as a glorified Rolodex — a necessary but often underutilized system primarily seen as a data repository. With the ...

7 Essential CRM Tips and Tricks to Boost Sales Productivity Your email has been sent Discover powerful CRM tips to enhance sales productivity, streamline processes, improve customer relationships, and ...