If you plan to implement CRM software to manage customer data more efficiently, streamline customer-facing operations, or drive other business improvements, it’s essential to get acquainted with the ...

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This comprehensive guide will explain how to choose a CRM system, including key factors to consider, features to look for, and what costs to expect from CRM software. With so many CRM solutions ...

Apptivo offers a comprehensive suite of tools for contact management, lead tracking, opportunity management, and sales ...

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 ...

Imagine waking up one day and realizing your entire brokerage platform has been hacked. Client data? Gone. Trust? Broken. That’s the nightmare no broker wants. Having even one small loophole in your ...

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 ...

The best way to make CRM successful is to make it useful. A recent survey published by CLIENTSFirst Consulting contains sobering insights for the world of Legal CRM. Respondents gave their CRM an ...

A well-maintained customer relationship management system is the heartbeat of a thriving coaching business. A CRM houses customer data, but it should also tell the story of your relationships, your ...

Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...