CRM systems are just databases ... be fixing the problem and then then ensures that it doesn't occur again. Internal controls should be established. Fields locked down. Dropdown lists created ...

It’s no secret that small business owners encounter their fair share of complications as they work to build and expand their companies. While many aspiring moguls recognize the need to scale their ...

“That could be hosted by the customer’s internal teams. Depending on team size, it could be with the CRM team.” The kickoff includes the leaders who made the purchasing decision and key ...

Assistant automates customer research and provides real-time intelligence within CRM, analyzing both internal (CRM, ERP, emails, chats) and external (market data, social media, public records ...