Workbooks is pushing its CRM deeper into the AI era, positioning automation as a way to remove friction from everyday selling ...

As an intelligent data capture vendor, Perceptive is not generally seen knocking around in the customer relationship management space. At this year’s Microsoft Convergence conference, however, it was ...

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

Optimizing your CRM data requires making sure your data is crucial, correct, and consistent — or what I like to call, “the three C’s.” Unfortunately, far too many companies have data that’s neither ...

The customer relationship management (CRM) software market is on an impressive growth trajectory, with projections indicating a leap to over $48 billion in revenue by the end of 2024. This upward ...

No matter how impactful your brand is, or how many years of combined experience your service team has, your company’s customer experience is only as good as your ability to map it. In today’s business ...

This guide was reviewed by a Business News Daily editor to ensure it provides comprehensive and accurate information to aid your buying decision. Even if you believe you’ve developed the best product ...

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 ...

A CRM (customer relationship management) is a single software platform that allows businesses to manage and monitor customer relationships with both current and potential customers. With a good CRM, ...