Customer relationship management (CRM) software is a business tool used to organize and automate data in a handy all-in-one hub for your team to use. That’s right, you can ditch the file cabinets and ...

Our team of writers and researchers review CRM software by rating each product against the key features businesses care about: ease of use; value for money; the ability to scale, plus the depth of ...

We all have a contact list to manage and a few ways to do it: Go old school with a Rolodex, store business cards with Evernote, or use the address book on our smartphones. But, while these options are ...

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Every business can benefit from a customer relationship management (CRM) system, but the needs of small to mid-sized businesses (SMBs) are often very different from those of enterprises. Not only is ...

Switching CRM requires identifying current problems, researching alternatives, data migration, team training and ...

I have been writing for newspapers, magazines and online publications for over 10 years. My passion is providing, in a way that is easily accessible and digestible to all, the knowledge needed for ...

Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...