While it is still vitally important to build a CRM platform around the features and functionality of the software, the true challenge will be to construct a CRM database that can deliver customer ...

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 ...

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 ...

When you look at the modern business environment, you will see how growth no longer depends only on marketing reach or ...

As CEO of Affinity, Ray’s goal is to bring relationship intelligence to the world because every opportunity begins with a relationship. CRM has become the largest enterprise software category in the ...

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

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 ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. In the end, and regardless of what all the vendors of customer ...

In most enterprise IT systems, record ownership is about as controversial as a ham sandwich. Not so in CRM. In fact, it can become quite the political topic. Fortunately, good governance can solve ...

Want smarter insights in your inbox? Sign up for our weekly newsletters to get only what matters to enterprise AI, data, and security leaders. Subscribe Now According to a new report from Validity, 76 ...