Sales CRM and marketing automation tools aren’t just systems; they play a key role in how companies generate revenue and ...

Your article was successfully shared with the contacts you provided. Customer relationship management systems, or CRMs, are a critical tool for independent financial advisors to keep track of their ...

Ava Cambellini is a freelance web content writer who combines her passion for writing and technology to share the latest industry news and insights on products. Ava’s portfolio includes writing about ...

How you approach training employees on the new tool can make a difference as well. Start small by picking a team that’s open ...

3. Implement a well-rounded CRM testing strategy Thorough testing is vital in any software project (those related to CRM implementation are no exception), and a solid testing strategy will help you ...

A Customer Relationship Management (CRM) system can be an extremely profitable investment for any business. In fact, research indicates that a CRM solution may yield a return of up to $8.71 for every ...

Find a CRM with an efficient implementation process. The less training and time it takes to get going, the better. Employees are more likely to use a CRM they can get started with right away. 2.

In the quest to implement a successful CRM initiative, executives can learn a lesson from the cradle-to-grave product development philosophy. But it requires a change in thinking and a willingness to ...

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 ...

NEW DELHI (ZDNet India)--Enthused by the latest CRM technology, companies are scrambling to implement CRM solutions and integrate all their customer contact points. The objective? Leverage information ...

October 02, 2001, 2:00 a.m. EDT 14 Min Read With such a pattern in place, warning signals are evident, Braccia says. "You could end up going down this path of continuous development, and you go into a ...

Here are some suggestions on how to successfully implement a CRM system into your company. First and foremost, it is important to have support from top-level management. A project of this magnitude ...