Discover the four types of CRM software available and learn how to choose the right one for your business needs. Explore key considerations and features to make an informed decision. All customer ...

Marketing, sales, and customer service teams require accurate, up-to-date information for effective interactions with leads and clients. However, updating records is challenging and time-consuming if ...

There are many ways to make a bad technology decision for a customer relationship management (CRM) system, but only a few ways to make a good one. More often than anyone would like to admit, the ...

Christiana Jolaoso-Oloyede writes for media publications, B2B brands and nonprofits. Using her research, analytical and writing skills from her training as a lawyer, she focuses on garnering accurate ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

In simple terms, open source CRM is a type of customer management software whose source code is freely available for anyone to view, modify, and enhance. Unlike proprietary CRM systems, which come ...

Salesforce, Inc. (NYSE:CRM) is a customer relationship management software provider. Its shares are down 18% over the past ...

eWeek content and product recommendations are editorially independent. We may make money when you click on links to our partners. Learn More Artificial intelligence (AI) customer relationship ...

No longer nice-to-haves, CRM systems today are essential tools helping organizations create the high-touch, personalized interactions their customers demand. While most people equate customer ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) implementation is a 10 ...

The best CRM for accountants is Hubspot: It’s simple and easy to use, offers a huge range of accounting-specific integrations needed to work with your existing software, and automation tools that will ...

eXp Realty has rolled out a new initiative that allows its agents to choose from multiple customer relationship management (CRM) systems, marking a shift in the company’s approach to technology ...