Rocket CRM has announced developments in its marketing automation capabilities, reflecting broader trends in how organizations coordinate communication workflows, manage engagement processes, and ...

Customer Relationship Management (CRM) software is a vital piece of tech that over 91% of businesses with 11 or more employees are already benefiting from. But, with such a wide range of sectors and ...

As part of the design of Sales Mastery’s 2022 Sales Performance Scorecard (SPS) survey, we solicited input from our external advisers about which kinds of data to gather for this year. As this is the ...

Customer Relationship Management systems are not accounting systems. CRM systems don’t do billing, cash receipts, disbursements or payroll. If a CRM system isn’t used, a company still continues to ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. This article is more than 3 years old. Customer service software ...

Customer relationship management (CRM) platforms serve as the operational backbone for your RIA. This is why choosing the tool that matches your firm’s needs and goals is an important decision. To ...

Discover the main differences between CRM and ERP and learn how each system has benefits that can enhance your business operations in our comprehensive guide. Customer relationship management (CRM) ...

Using the right customer relationship management (CRM) system for your business can increase efficiency, communication, customer retention and revenue. However, a CRM switch can be challenging for ...

CRM systems are suitable for businesses of all sizes. Pricing ranges widely, depending on several factors that need to be weighed before investing in a CRM platform. A customer relationship management ...