A “one size fits all” approach to CRM rarely brings substantial business value. Before proceeding with a CRM system, a company must carefully define its CRM strategy and evaluate the technology.

Insightly is a standout in the CRM world for its user-friendly design. As soon as I logged in, the clean interface made me feel at ease. The customizable dashboard lets me arrange widgets and data ...

Zendesk Sell delivers a well-rounded CRM experience with a focus on usability and integration with Zendesk's renowned support tools. While it may not offer the depth of features found in some ...

Customer relationship management (CRM) platforms serve as the operational backbone for your RIA. This is why choosing the tool that matches your firm’s needs and goals is an important decision. To ...

With an anticipation that they will bring a significant change of the relationship with customers, the ability to make the sales process easier and to base the decisions on the data, most of the ...

Choosing the right CRM software can make a big difference for small businesses. With so many options available, knowing the ...

One of the best CRM software tools around, Zoho, CRM is consistently a leader in the customer relationship management space and an essential addition for any business looking to improve their ...

In 2017, Gartner predicted customer relationship management strategy (CRM) would become the largest and fastest-growing software market. Experts were already reporting a transformative culture shift ...

Pipedrive is a good CRM product. But unfortunately a recent press release from the company doesn't help its credibility. According to the statement's headline, Pipedrive reported "record sales growth ...

Regardless of how the politicians try to spin it, the economy is a top concern this election year. Consumers are struggling, and so are businesses across just about every industry vertical. Consumers ...

After months of rumblings out of Redmond, Microsoft finally released Version 1.0 of its Customer Relationship Management (MS CRM) Professional Suite Edition late last month. The wait has paid off: ...