What is account management?
According to new research, 77% of brands could disappear overnight, and no one would care. A lot of this...
Your guide to easy and accurate sales prediction
Sales prediction has been around for as long as people have been selling things. After all, it’s...
Personal CRM: benefits and step-by-step guide
A well-kept secret? CRM software — extremely capable contact and communication management solutions —...
Maximize your CRM in marketing efforts
While mostly thought of as a 360-degree sales machine, CRM software is equally, if not more powerful, as a...
How to build your own CRM system with monday.com
The objective of a defined CRM process goes beyond making sales. Truly great CRM (customer relationship...
Easy to use CRM software for Macs
Mac users who have grown accustomed to Apple’s system who are seeking a new CRM system would naturally...
Choosing the right life insurance CRM
Insurance companies have a lot to manage on a daily basis. Their teams are chasing leads, making...
Finance CRM: a no-nonsense guide to software for the...
You can’t fit a square peg into a round hole. But when finance organizations try to adopt the same customer...
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9 Reasons to invest in an online CRM [and what to look...
Customer relationship management (CRM) is the backbone of a successful business, but it’s often...
Best CRM for insurance agents
Insurance agents have challenging jobs with many responsibilities. From chasing leads and making appointments...
What is sales management?
The right sales management strategy empowers your sales force by setting goals and giving them the processes...
What does CRM open source mean?
CRM — open source or not? There is a lot of buzz around these types of software and platforms — and...