Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

Customer relationship management (CRM) software is a set of tools that help businesses track and manage customer interactions. The best CRM software can help businesses to better understand their ...

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 ...

Choosing a CRM for your small business can feel daunting, with many options and factors to consider. However, if you follow a few best practices, the process can be straightforward and productive — ...

The customer relationship management (CRM) software market is on an impressive growth trajectory, with projections indicating a leap to over $48 billion in revenue by the end of 2024. This upward ...

From small local businesses to international conglomerates, the importance of managing customer relationships is something every business owner and manager knows. While small businesses might not be ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) implementation is a 10 ...

Microsoft is preparing to launch a new version of its Dynamics CRM (customer relationship management) software that will include improved mobile applications and integrations with Yammer, Skype and ...

One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager (CRM) program. This type of software, available ...

An insurance customer relationship management (CRM) software is a solution that helps insurance agencies, providers, or brokers manage all business tasks while maintaining high customer service. From ...

CRM software giant Salesforce (NYSE:CRM) will be reporting earnings this Wednesday after market hours. Here’s what you need to know. Salesforce beat analysts’ revenue expectations by 0.8% last quarter ...

There are many ways to make a bad technology decision for a customer relationship management (CRM) system, but only a few ways to make a good one. More often than anyone would like to admit, the ...