Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...

If you'd like to incentivize your team, you may consider introducing key performance indicator-based bonuses as part of your ...

The funding points to a shift away from bloated systems toward faster, AI-driven CRM platforms built for execution.

The real opportunity of AI is not in automating every task, but in using it to make sense of the data you already have.

The highest ideal of customer service is ease—not just a frictionless, personalized experience for customers themselves, but ...

Working with someone like this can be aggravating, but dealing with difficult colleagues is simply part of professional life.

PRESSADVANTAGE – Rocket CRM has announced an expanded focus on its Missed Call Text Back feature, highlighting its role in addressing communication gaps that occur when inbound calls go unanswered. As ...

PRESSADVANTAGE – Rocket CRM has announced an expanded focus on its marketing automation system, highlighting the increasing ...

RealOffice360 CRM provides a user-friendly platform tailored for the real estate industry. It excels in offering essential ...

One downside of enterprise AI is that many systems still function as a black box — they produce results but offer little visibility into how they reached them. NetSuite is designing its systems around ...

Broctagon Fintech Group has integrated Brokeree Solutions’ Social Trading platform directly into its AXIS FX CRM, bringing copy trading, commissions and ...

Melissa McElvain, director of planned giving at the ALS Association, says the best way to generate leads is to ask donors ...