Sales dashboards are analytic tools designed to allow your business to track, manage, and visualize valuable insights into how your team is performing during a given time period. There’s no point in ...

In another article — Social CRM: An Introduction — I talked about what we mean by social CRM and tried to come up with a workable definition. If you’re coming at this from a CRM-centric mindset (which ...

Nutshell reports on transitioning from a retiring CRM, emphasizing data exports, timeline planning, and choosing a new system to ensure a seamless switch.

Nutshell reports a six-step plan for migrating CRM data, emphasizing the importance of preserving deal history and ensuring ...

Most sales and service teams spend their entire day inside Outlook—replying to emails, booking meetings, logging follow-ups. But without a CRM Outlook integration, teams lose track of conversations, ...

CRM systems fail when they're not utilized correctly or when businesses choose the wrong CRM solution. Learn how to implement CRM software successfully.

CRM (customer relationship management) is the combination of practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer ...

What makes some companies so much better at managing customer relationships than their competitors? Put a different way, how are companies like Enterprise Rent-A-Car, Pioneer Hi-bred Seeds, Fidelity ...

Our team of writers and researchers review CRM software by rating each product against the key features businesses care about: ease of use; value for money; the ability to scale, plus the depth of ...