Our content is funded in part by commercial partnerships, at no extra cost to you and without impact to our editorial impartiality. Click to Learn More Artificial intelligence (AI) features have been ...

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 ...

Switching CRM requires identifying current problems, researching alternatives, data migration, team training and ...

Using the right tool for the job can make life a lot easier, and fundraising is already hard enough without having to push that boulder uphill. Customer relationship management (CRM) software isn’t ...

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 ...

In research recently published by McKinsey, taking a broad and systematic approach to the customer journey was found to increase customer satisfaction as much as 10%. Another study, by Boston ...

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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

The global customer relationship management (CRM) market was projected to be valued at $63.91 billion in 2022, and it will continue to grow in size, number and adoption. Yet not many are convinced ...

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 ...

Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...