Developing a successful CRM program is a journey, not a destination. Like most IT journeys, it involves the interplay of people, processes and technology under the direction of a clear road map. I ...

CRM systems and software allow you to store customer data, pipeline and lead information, and other crucial details about your buyers in one place. Centralizing this data is one of the core benefits ...

As CEO of Affinity, Ray’s goal is to bring relationship intelligence to the world because every opportunity begins with a relationship. CRM has become the largest enterprise software category in the ...

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

Are we right to expect the same superpowers and natural dialogue that J.A.R.V.I.S., the AI assistant, brings to Iron Man as what generative AI (genAI) will bring to CRM? As the possibilities become ...

What is a CRM system? CRM software is a sales and marketing platform that houses and tracks all lead and client information for a business. These solutions are meant to help manage entire sales ...

E-commerce brand builders know the unique challenges of managing a digital storefront, whether it’s ever-evolving customer expectations or keeping up with multi-channel selling structures. CRMs for ...

The best way to make CRM successful is to make it useful. A recent survey published by CLIENTSFirst Consulting contains sobering insights for the world of Legal CRM. Respondents gave their CRM an ...

The idea that brands can decide how and when to engage their customers – on their terms and according to their rules – is out of date. Attempts to tell customers what to think or how to buy now ...

In 2017, CIO magazine reported that around one-third of all customer relationship management (CRM) projects fail. That was actually an average of a dozen analyst reports. The numbers ranged from 18% ...