CRM platforms integrate with Voice over Internet Protocol (VoIP) technology to create a powerful solution that will boost your customer communications. You’ll commonly find this integration in call ...

Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small ...

CRM consultants can provide value, but they're not required. Do you need an outside consultant to help you implement a CRM system for your business? The answer is: it depends. My company implements ...

What is a CRM system? CRM software is a sales and marketing platform that houses and tracks all lead and client information for a business. These solutions are meant to help manage entire sales ...

Before you commit to a customer relationship management platform, make sure it has the features you need to grow your business and get the most out of your investment. Nearly all companies using CRMs ...

Every person has a limit on how many connections they can manage at one time. This is why Dunbar’s number theory rings true—the average person is able to maintain a meaningful relationship with 150 ...

Think of your CRM operating model as the blueprint for how your organization manages everything connected to your customer relationship system—the people, the processes, the data, and the technology ...

I survey every client when they complete a campaign with my business, PostcardMania. I always want to know what we’re doing well and what we can improve. Recently, we added a new question to that ...