In 2025, 47.9% of companies used the contact center platform as the primary interface for agents, and 43.2% used the CRM ...

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

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

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

As someone who has conversations with businesses about digital transformation every day, I hear one question come up more than any other: Where do we start? It’s a deceptively difficult question to ...

Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

PRESSADVANTAGE – Rocket CRM has announced continued development and refinement of its Missed Call Text Back functionality, reflecting broader changes in how organizations manage inbound communication, ...

Salesforce, Inc. (NYSE:CRM) is one of the Best Quality Stocks to Buy Before 2026. On December 17, Salesforce, Inc. (NYSE:CRM) ...

Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...

Veeva Systems Inc. (NYSE:VEEV) is one of the best healthcare AI stocks to buy now. On December 15, Stifel reiterated a Buy ...