Salesforce.com lifted the curtain on Salesforce Lightning today, the completely redesigned version of its core CRM product. As is often the case with Salesforce, the announcement included several ...

For years, travel advisors didn't have very many choices when it came to the technology they could use to make their lives easier. But in recent years, everyone from tech companies to advisors ...

The acronym CRM, which stands for customer relationship management, is tossed around liberally, but it isn’t widely understood in a comprehensive way. CRM is often viewed primarily as data and ...

CRM software used within the nonprofit sector is designed to help organizations manage and grow their relationships with benefactors, organize outreach, and monitor activities. A CRM tool can improve ...

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 ...

The best low-cost CRM tools for small businesses centralize sales information and processes for efficient, authentic relationship building. Using a CRM as your customer relationship management hub, ...

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 ...

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 ...