I had the chance to talk to Dan Roche, CMO at Workbooks, about how AI is currently being applied to CRM and which business challenges it may help solve in the future.

A CRM system gathers crucial data about your customers that you can use to create bespoke experiences. “Enterprises can comprehensively understand customer needs and then provide more ...

The real challenge of CRM success isn't choosing the right system, but ensuring your team is trained and supported for ...

We’ve conducted countless hours of research and testing over the years to help you find the best CRM software on the market today ... management services to remote PC access software, and we use these ...

And integrate your CRM with other essential tools for consistent, accurate data across platforms. Finally, keep your team trained on automated processes to use automation more efficiently and ...

Sales teams are always looking for ways to improve efficiency, close deals faster, and keep leads engaged. A Sales CRM system plays a vital role in managing customer interactions, tracking leads, and ...

Many of today’s top real estate professionals use a customer relationship management (CRM) system to strengthen client touchpoints, stay organized and streamline day-to-day workflows.

Pipedrive is a newcomer to the CRM space and was built with startups in mind. It’s designed to be everything growing businesses want: flexible, affordable, results-oriented, and easy to use.

Who should use it: Agents that need an out-of-the-box solution that is easy to customize. Those who want an automated text solution to follow up with leads and prospects will also find this CRM ...