Pivotly Parse combines AI with human review to guarantee 100% accuracy on mission-critical manual data processes. The service is built for small to medium businesses that run on high-stakes workflows, ...

A recent initiative that focused on revamping global CRM strategies and support, has demonstrated impressive results, notably through a significant uptick in revenue and a dramatic reduction in manual ...

Around this time for the past three years, I’ve posed a question to executives at a number of CRM vendors related to how small and midsize businesses are using CRM. In 2016 I asked why CRM adoption ...

Editor’s note: Andy Byrne is founder and CEO of Clari, a mobile-first sales productivity platform. Prior to Clari, Andy was part of the founding teams at Clearwell Systems and Timestock, Inc. There is ...

MIMIT Health is a nine-location, multi-specialty group of independent physicians, surgeons and other providers headquartered in Melrose Park, Illinois. Data in the provider organization’s electronic ...

I don’t know any sales rep, ever, who didn’t hate doing data entry. Sales reps want to be productive, move quickly, and spend more time talking to people, i.e. what they’re good at: selling. But ...

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

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 ...

Every year after the “conference season” is a great time for getting a perspective on where vendors are focusing; understanding where customers are in terms of adopting innovation; and assessing the ...

American companies spend an enormous amount of money on training. Spending reached more than US$90 billion in 2017, an increase of over 32 percent from 2016, according to Training magazine’s annual ...