For an effective CRM system, you need to have a well-organized spreadsheet from day one. Your data should be clear, accessible, and easy to analyze. Here are some tips you can follow.

Having worked with over 300 agencies over the past decade, the team at The Future Factory know how process and organisation can play a significant role in the success and growth rate of any ...

What the spreadsheet did to propel desktop computing in the '80s, CRM is doing for enterprise systems in the '00s.

Start up or log in to your CRM program. From the "File" or "Accounts" menu, select "Import." Use the dialog box to navigate to where you saved the Excel CSV file. Select the Excel file and click "OK." ...