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

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

Chitiz Agarwal aka Kumar is a Salesforce.com evangelist with 14 yrs of IT experience. He is the founder and CEO of Techila Global Services. Customers were, are and will always be at the heart of any ...

Less Annoying CRM is a straightforward platform designed with simplicity in mind, making it one of the best CRM platforms for small businesses and solo entrepreneurs. It was founded in 2009 by two ...

WiredContact, the leading web-hosted Customer Relationship Management service, has unveiled research which identifies five key areas of functionality essential to all CRM Implementations, rather than ...

London, United Kingdom--(Newsfile Corp. - November 7, 2023) - Dialllog, a visionary fintech startup, has unveiled a groundbreaking all-in-one CRM platform meticulously crafted for the investment ...

Advisers are convinced that client relationship management (CRM) is essential to a successful RIA practice. While I agree that a CRM can be quite valuable, it's of no use unless it is put to use. It's ...

CRM systems are suitable for businesses of all sizes. Pricing ranges widely, depending on several factors that need to be weighed before investing in a CRM platform. A customer relationship management ...