HubSpot Inc. (NYSE:HUBS) is one of the best NYSE stocks to buy for long term investment. As May was coming to an end, ...

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 ...

The program offers agents the option to select one of three CRM platforms as part of their standard monthly fee.

Too often, marketers limit themselves to an outdated, simplistic and less effective CRM approach.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 ...

A CRM-powered loyalty program uses customer data to reward repeat customers with personalized offers, discounts and other incentives. These programs can take various forms, ...

What is perhaps less well-known is that mobile can support and enhance a comprehensive CRM strategy. As the medium continues its exponential growth, mobile is bound to become a central aspect of any ...

5 Best CRM for Financial Advisors. As you work through this list of the best CRM software for financial advisors, it’s important what constitutes a good customer relationship management program.

McDonald's is preparing to launch a full-scale CRM program later this year or early next year — and it may just prove to be a great case study for when a CRM program costs more than it helps.

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.

The use of customer relationship management is commonplace in both business-to-consumer and business-to-business companies. BuyerZone, an online B2B lead generation company, reports that 56 ...

The CRM Program team is small. Five full-time workers, along with seasonal partners, monitor 127 archaeological sites and ensure compliance for 42 historic structures listed ...

Microsoft is continuing to test its Microsoft-hosted CRM product, Dynamics CRM Live, through its second early-access release of the product. With Dynamics CRM Live, users can combine online ...