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

A CRM system is supposed to deliver visibility into customer and sales behavior. But the internal reporting engines often run out of gas. What should you be doing for analytics? CRM systems typically ...

SmallBizTechnology looks at an inexpensive download that turns Microsoft Office Excel into a rudimentary CRM application. For beginners only. “I’ve reviewed a lot of CRM services. Most all of them are ...

On Monday, LexisNexis launched a new expansion for InterAction, the company's customer-relationship management (CRM) tool. The expansion is dubbed InterAction for Microsoft Office 365, and it seeks to ...

Maximor has come out of stealth with a human-in-the-loop agentic platform that does the finance team's grunt work.