Operating a business today involves juggling sales pipelines, customer communications, and team projects, while not letting ...

CRM systems organize customer data and communications, helping sales teams execute consistent follow-up strategies, track ...

Think of your CRM operating model as the blueprint for how your organization manages everything connected to your customer relationship system—the people, the processes, the data, and the technology ...

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

Entrepreneurs know firsthand that running a business in today’s world feels anything but small. The details and deadlines can ...

Discover the main differences between CRM and ERP and learn how each system has benefits that can enhance your business operations in our comprehensive guide. Customer relationship management (CRM) ...

That said, finding the top CRM tools can feel overwhelming at first glance. Narrowing it down, there are five worth reviewing ...

Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund ...

Operational customer relationship management tools offer advanced custom workflows, visual pipelines, and day-to-day operation management tools to provide the best client experience with minimal ...

Microsoft Dynamics 365 is a Customer Relationship Management (CRM) software from the big tech firm used by millions of employees around the world. The platform can perform tasks for a variety of ...

The best way to make CRM successful is to make it useful. A recent survey published by CLIENTSFirst Consulting contains sobering insights for the world of Legal CRM. Respondents gave their CRM an ...