If you’ve been around long enough to see a few CRM projects come and go, then you have probably noticed a pattern. Technology changes, the logos change, and the dashboards look shinier every few years ...

Cash flow isn’t just about what’s sitting in the bank today; it’s about visibility into what’s coming next. And that starts ...

Janette Novak is a freelance journalist and consultant who specializes in teaching online business and small business marketing. Previously, Janette owned a boutique marketing agency and served as a ...

A CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) tools have come a long ...

For years, customer relationship management (CRM) in law firms has often been viewed as a glorified Rolodex — a necessary but often underutilized system primarily seen as a data repository. With the ...

Sage CRM stands out as a dependable, feature-rich solution designed for small to medium-sized businesses. It excels in providing a customizable platform that can scale with a company's growth.

A healthcare CRM is customer relationship management software specifically designed for use in the healthcare or pharma industry. Doctor’s offices, clinics and hospitals use these specialized CRM ...