There’s little question for most companies whether they will use cloud-based CRM solutions. Even before the pandemic made on-premises installations of CRM or other software much more challenging, ...

Cash flow isn’t just about what’s sitting in the bank today; it’s about visibility into what’s coming next. And that starts ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

CRM systems must evolve into intelligent networks integrating data, AI, and governance for effective orchestration in pharma. Unified data, embedded AI, and strategic governance form the foundation ...

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

Janette Novak is a freelance journalist and consultant who specializes in teaching online business and small business marketing. Previously, Janette owned a boutique marketing agency and served as a ...

The next big thing for CRM innovation is an infusion of artificial intelligence to make it a customer personal assistant tool that makes difficult tasks more manageable for customer service agents to ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. Those are the words from Sovan Bin, the CEO and founder of ...

Sage CRM stands out as a dependable, feature-rich solution designed for small to medium-sized businesses. It excels in ...