Find the right customer relationship management solution for your small business with this step-by-step guide to comparing ...

Consider running several different training sessions based on the department, role, or skill level of the employees who will be using the CRM software. An added benefit of this step is that teams ...

CRM software is often highly customizable ... A CRM system gathers crucial data about your customers that you can use to create bespoke experiences. “Enterprises can comprehensively understand ...

By being patient and implementing the right strategies for your employees and business model, you can effectively use CRM software to increase the productivity and profitability of your organization.

my roundup of the best small business CRM software is for you. I have evaluated 30 companies using our proprietary rubric, which considers 53 important factors. I also performed hands-on testing ...

Reporting: Most CRM software includes reporting functionality. Make sure the CRM tool is compatible with other tools you use and can import/export files to Excel or QuickBooks, for example.

If you use AI, though, you can speed things up substantially. Many CRM software providers have added generative AI features to their platforms, so you can just click a button to have a high ...

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 ...

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 ...

Before committing to a CRM tool, confirm its compatibility with the other software and tools you already use. Examples include if it integrates with your email provider for email campaigns or ...

CRM software can deliver those benefits because they organize and record the institutional knowledge all businesses maintain about their customers. Employees might use a spreadsheet to pass on ...