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

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 ...

Excel created pivot tables to improve upon its convoluted, weak reporting features (which are still available). The pivot table is actually a collection of tools that Excel uses to help you create ...

Learn how to create an effective CRM strategy in 8 easy steps to boost customer relationships, streamline processes, and drive growth. Customer relationship management is vital for any business ...

In 2017, CIO magazine reported that around one-third of all customer relationship management (CRM) projects fail. That was actually an average of a dozen analyst reports. The numbers ranged from 18% ...