As their small businesses grow, most business owners reach a point where they consider investing in customer relationship management (CRM) software. At the most basic level, a CRM solution can help ...

The solution, UpShot Alerts, gives sales executives the ability to set parameters for alerts such as a text message sent to a cell phone if the status of a pending deal changes. "What's happening is ...

Salespeople now can download e-mails in Outlook into Upshot while online, including attachments. Based on an e-mail address, the e-mail is directed to the correct customer account within Upshot.

Next, let's weigh some other key factors starting with your firm's size and plans for future growth. For example, a solo practitioner or a firm with two or three advisers that intends to stay small ...

Lawry Matteson is writer and content supplier for webCRM – a company providing web-based CRM SaaS solutions since 2002, and he likes discussing and writing on latest CRM provider or product reviews, ...

CRM products are likely candidates for hosted applications. Companies signing up for such services benefit from reduced deployment time and costs. As an added bonus, some vendors such as Oracle Corp., ...

Customer relationship management (CRM) not just an application, it’s a way to network with your customers in an exchange that delivers greater value to them and greater profits to your business.

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 ...

Customer relationship management software for the automotive industry are meant to help streamline the car buying experience for both buyers and sellers. These tools act as a hub for dealerships of ...