There’s little question for most companies whether they will use cloud-based CRM solutions. Even before the pandemic made on-premises installations of CRM or other software much more challenging, ...

CRM systems must evolve into intelligent networks integrating data, AI, and governance for effective orchestration in pharma. Unified data, embedded AI, and strategic governance form the foundation ...

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

The next big thing for CRM innovation is an infusion of artificial intelligence to make it a customer personal assistant tool that makes difficult tasks more manageable for customer service agents to ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

Discover a complete guide to CRM analytics, including the types of data collected, key metrics to track, and what features to look for in a tool that can help grow your business. Customer relationship ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. Those are the words from Sovan Bin, the CEO and founder of ...

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 ...

A customer relationship management (CRM) database is a resource that contains all customer data that all departments within an organization can access. These data include customer information, sales ...

Customer Relationship Management (CRM) software is a key management solution for any business, large or small. CRM software providers help to gather all your customer information together, allowing ...