Chapter 2 provides an introduction to the role CRM systems play in an organization, examines the anatomy of a CRM system and the type of CRM systems available, and looks at the CRM’s role as keeper of ...

It’s 11 p.m. on a weeknight. You’re at your desk researching customer relationship management (CRM) solutions for the third time this month. Your sales team is growing, customer information is ...

Using a CRM system gives businesses the tools to improve their customer relationships, streamline their sales processes and leverage the platform to achieve success. Customer relationship management ...

When CRM implementations fail, it’s often because the product and its setup process are too complicated, time-consuming, and difficult for users to buy in. Did you know that anywhere between 50% and ...

IMGCAP(1)]Like the Obama administration, accounting firms may want to focus these days on building more infrastructure. Sometimes that means strengthening their client relationship management and ...

Telehealth has increased healthcare accessibility, leading to innovative technology use for better patient care coordination. Creative technology implementations include digital platforms for ...

Good intentions can take a company only so far; but sometimes they don’t always translate to action. So what happens when a business’s CRM falls flat? A sloppy CRM strategy can mean low sales or worse ...

Tal Frankfurt is the Founder and CEO of Cloud for Good, a Salesforce partner that creates transformational value with technology. No matter which CRM solution your organization implements—be it ...

Jeff Cerreto is a Productivity Solutions Specialist at CDW, focusing on Microsoft 365 and Google Workspace. He has a special focus around cybersecurity and helping organizations become better ...

The business world is dynamic, and being a part of it means facing any challenge that arises therein, which commonly includes achieving successful sales processes. In doing this, you might consider ...

In the past six to eight months, there's been a lot of discussion about customer relationship management (CRM) failures. The Gartner Group found that approximately 55 percent of all CRM projects ...