The Test Drive feature lets you see aspects of the Microsoft Dynamics CRM as part of a guided tour. The Test Drive for Microsoft Dynamics CRM is role-based, so you see different screens and tip boxes ...

Workbooks CRM is an impressive all-in-one solution that combines robust functionality with ease of use and affordability. Its ...

Investing in a CRM tool can be a big jump from managing customer information in worksheets and loose documents, but startups can greatly benefit from implementing this type of software. Top providers ...

There are numerous tasks that law firms and legal companies need to complete on a regular basis. Automating as many as possible can boost efficiency and productivity. One type of automation that law ...

Part 1 of this series on getting started with CRM addresses factors to consider when deciding whether the time is right to take the plunge. Once a small business decides to invest in a CRM solution to ...

Growing businesses face unique challenges and pressures. Ramping up employee numbers and boosting revenue while running your business can be challenging. However, marketing and selling efficiently ...

Our research has found that Salesforce is the better choice than Oracle when it comes to CRM platforms. Thanks to rich features, immediacy, and a very compelling pricing structure, there’s a reason ...

Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...

As part of its ongoing (and much-needed) attempt to clarify its online-services branding, Microsoft is renaming its "Dynamics CRM Live" product as "Dynamics CRM Online." Microsoft is planning to ...

Today’s consumers have more choices than ever before, giving them unprecedented power in the marketplace. With more competition entering the online and offline retail space, retailers find it more ...

Kelly is a former Editor, SMB at Forbes Advisor, specializing in starting and marketing new ventures. Before joining the team, she was a Content Producer at Fit Small Business where she served as an ...