Next, let's weigh some other key factors starting with your firm's size and plans for future growth. For example, a solo practitioner or a firm with two or three advisers that intends to stay small ...

As their small businesses grow, most business owners reach a point where they consider investing in customer relationship management (CRM) software. At the most basic level, a CRM solution can help ...

Erica Bell is a small business writer who focuses on topics such as cloud-based business software. She is a web content writer for Business.com Considering moving to the cloud? Cloud-based systems ...

Customer relationship management (CRM) not just an application, it’s a way to network with your customers in an exchange that delivers greater value to them and greater profits to your business.

Web-based CRM also enables agents to escalate calls to more experienced employees. For example, Oracle (Redwood City, CA) works with the US Navy's Department of Personnel, which opened a call center ...

Part 1 of this series on getting started with CRM addresses factors to consider when deciding whether the time is right to take the plunge.Part 2 offers advice on how to choose the right CRM tool.Part ...

There are many ways to make a bad technology decision for a customer relationship management (CRM) system, but only a few ways to make a good one. More often than anyone would like to admit, the ...

Integrating myriad systems to present a single view of the customer continues to be a frustrating task for enterprises seeking a course to CRM success THE MINNESOTA DEPARTMENT of Vehicle Services (DVS ...