People frequently ask me what’s next in CRM. I have a lot of knowledge because I attend a lot of vendor briefings, so it’s a fair question, but my understanding is highly imperfect because what’s next ...

The recent and rapid emergence of COVID-19 means humanity is now faced with living in an undeniably uncertain, distracting, and scary time. While the long-term impacts of this new challenge on both ...

Customer relationship management involves collecting relevant data about a business’s customer interactions in one place to help managers understand their clients and improve customer satisfaction.

Many people look at sales training and CRM as two separate functions that operate independently of one another. Would it surprise you to hear that they actually complement one another, and that sales ...

When starting a new financial planning office, some technology challenges come even after you ve made a software decision. Recently, I ve been struggling with my last piece of software -- a CRM system ...

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 ...

Customer relationship experts share their top tips for managing customer interactions and getting the most out of your CRM software. Organizations spend thousands (make that hundreds of thousands) of ...