CRM systems and software allow you to store customer data, pipeline and lead information, and other crucial details about your buyers in one place. Centralizing this data is one of the core benefits ...

Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

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 ...

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 ...

Businesses often invest great resources in acquiring licenses and implementing sales CRM and marketing automation platforms, hoping for better teamwork, higher productivity, greater efficiency and a ...

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...

Knowing how to convert leads into customers isn't enough these days. You need to know which high-value customers will generate the most sales. You need to be able to build customer loyalty. And you ...

Chime CRM is designed specifically for the real estate industry, providing a robust set of tools for managing leads, automating marketing tasks, and enhancing client communication. It integrates ...

Dr. Chris Hillman, Global AI Lead at Teradata, joins eSpeaks to explore why open data ecosystems are becoming essential for enterprise AI success. In this episode, he breaks down how openness — in ...

A business that retains its client base can often mean much more than expansion and earnings alone. Some experts may emphasize revenue when considering longevity, but a high-quality company is hardly ...

The business-to-business (B2B) buying journey is complex. Unlike consumer purchases that typically involve one buyer and one business, B2B selling often requires companies to connect with multiple ...

CRM software used within the nonprofit sector is designed to help organizations manage and grow their relationships with benefactors, organize outreach, and monitor activities. A CRM tool can improve ...