Software companies specializing in so-called customer relationship management are adding new features to their products to let people more easily customize applications to their preferences. On ...

Whether you need a CRM for sales, customer service, or marketing, we've got the examples to get you started. We may receive a commission from our partners if you click on a link to review or purchase ...

Marketing, sales, and customer service teams require accurate, up-to-date information for effective interactions with leads and clients. However, updating records is challenging and time-consuming if ...

To best leverage your customer relationship management (CRM) system, you'll need to understand the features commonly found across CRM software. Most platforms include some sort of customer contact ...

Sales dashboards are analytic tools designed to allow your business to track, manage, and visualize valuable insights into how your team is performing during a given time period. There’s no point in ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. HubSpot and Zoho CRM are both ...

Once you find the ideal customer relationship management (CRM) tool, training is essential. In fact, the way you train your team to use the platform can make or break your experience. By being patient ...

CRMs offer a lot of benefits, but you get the most out of them by matching the tool to the job. In this article, we lay out the benefits and point out some top contenders. CRM tools come with a lot of ...