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 ...

Switching CRM requires identifying current problems, researching alternatives, data migration, team training and ...

We all know the drill: as a software deployment draws near, it must be time for training the users en masse. It’s the only cost-effective way to get people up to speed and through the inevitable pains ...

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 ...

CRM systems organize customer data and communications, helping sales teams execute consistent follow-up strategies, track ...

A strong compliance culture doesn't just prevent risk; it strengthens the very foundation of customer trust that every successful CRM strategy depends on.

You invest in a state of the art CRM platform. You spend months tailoring it to the needs of your organization. Weeks of data mapping and migration tests ensue. You plan, build and deliver rigorous ...