A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

A solid CRM database can help your company with prospecting, marketing, sales, customer service, accounting and much more. But finding the right choice to meet your business needs can be challenging.

Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

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 ...

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

Think of your CRM operating model as the blueprint for how your organization manages everything connected to your customer relationship system—the people, the processes, the data, and the technology ...

Operating a business today involves juggling sales pipelines, customer communications, and team projects, while not letting ...

Privacy and data protection regulations are reshaping how organizations must handle their customer data. Eighty percent of countries have laws like GDPR, DORA, CPRA ...

Many law firms struggle with keeping their CRM clean and accurate. It can be difficult to ensure information is entered properly, not duplicated, and comprehensive. Many sales and marketing ...