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. Once a small business decides to invest in a CRM solution to ...

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The acronym CRM, which stands for customer relationship management, is tossed around liberally, but it isn’t widely understood in a comprehensive way. CRM is often viewed primarily as data and ...

Investing in a CRM tool can be a big jump from managing customer information in worksheets and loose documents, but startups can greatly benefit from implementing this type of software. Top providers ...

CRM software used within the nonprofit sector is designed to help organizations manage and grow their relationships with benefactors, organize outreach, and monitor activities. A CRM tool can improve ...

Nimble CRM stands out from traditional customer relationship management software by focusing on company-wide operations rather than just sales. In September, the platform introduced a major upgrade ...

Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

Work management platform monday.com has launched a brand new CRM tool catering to sales teams looking for a new, dynamic approach to managing customer relationships. Perhaps most famous for its ...

There are numerous tasks that law firms and legal companies need to complete on a regular basis. Automating as many as possible can boost efficiency and productivity. One type of automation that law ...

eWeek content and product recommendations are editorially independent. We may make money when you click on links to our partners. Learn More Artificial intelligence (AI) customer relationship ...