Software companies specializing in so-called customer relationship management are adding new features to their products to let people more easily customize applications to their preferences. On ...

Personal customer relationship management (CRM) software helps individual users organize, manage, and track their contacts, schedules, and communications. These platforms possess features like a ...

While customer relationship management software often has a role in handling client data at financial advisory firms, advisors don't always take full advantage of CRM's capabilities. A CRM system can ...

I have been writing for newspapers, magazines and online publications for over 10 years. My passion is providing, in a way that is easily accessible and digestible to all, the knowledge needed for ...

Once you find the ideal customer relationship management (CRM) tool, training is essential. In fact, the way you train your team to use the platform can make or break your experience. By being patient ...

UpHabit makes building and maintaining strong relationships with the people who matter to you the most part of your daily routine. We all lead busy, active lives. Pulled in several directions at once ...

Using the right customer relationship management (CRM) system for your business can increase efficiency, communication, customer retention and revenue. However, a CRM switch can be challenging for ...

Every industry has its idiosyncrasies. For that reason, most companies customize the software they buy to handle their industry's particular practices. To attract the business of enterprises in ...

What's the latest on benefits of CRM software? Vendors get their say. Customer relationship management (CRM) platforms are used to manage the relationships a brand has with its customers throughout ...