The key to success is an effective sales process which you can manage in the “Opportunities” section of the CRM. As your business grows, new opportunities expand and your need for implementing a ...

Too often, marketers limit themselves to an outdated, simplistic and less effective CRM approach. It’s time to usher in a digitally-charged CRM that utilizes the most powerful strategies and ...

CRM: Customer Relationship Mobile . The mobile channel is a hugely powerful tool, especially in today's volatile market. Mobile penetration in the United States is over 80 percent (even higher in ...

Enterprise CRM objectives will only be reached with an EPM strategy in place The overarching goal of enterprise performance management (EPM) is to pilot the business in a desired direction. This ...

The program, called CRM of Choice, offers agents the option to select one of three platforms — BoldTrail, Cloze or Lofty — as part of their standard monthly fee.