I had the chance to talk to Dan Roche, CMO at Workbooks, about how AI is currently being applied to CRM and which business challenges it may help solve in the future.

In today’s hectic business environment, staying connected to customers has become more critical. Automating customer engagement merely allows businesses to build better and stronger relationships ...

However, CRM benefits can only be realized if the system is implemented properly. Training, costs, and security risks can make CRM systems a daunting undertaking. In this guide, we define CRM ...

Overlapping and legacy customer management systems lead to time-sucking busywork that could be better spent closing deals ...

Then, an unexpected turning point occurred: Adobe was sunsetting Flash, which meant our platform would be unsustainable. I ...

We list the best CRM software solutions for startups, to make it simple and easy for a new business to manage communications and customer relationships. Although CRMs are well known for their role ...

That person should know the CRM system well and also be given all the resources needed by management to make it a success, including training and the availability of outside experts and consultants.

Sales teams are always looking for ways to improve efficiency, close deals faster, and keep leads engaged. A Sales CRM system plays a vital role in managing customer interactions, tracking leads, and ...

The real challenge of CRM success isn't choosing the right system, but ensuring your team is trained and supported for ...

The right CRM platform can help a charity transform how it manages and communicates with supporters, deepening relationships and ultimately bringing in more funds. But in a challenging environment of ...