Our content is funded in part by commercial partnerships, at no extra cost to you and without impact to our editorial impartiality. Click to Learn More Artificial intelligence (AI) features have been ...

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 ...

Once you find the ideal customer relationship management (CRM) tool, training is essential. In fact, the way you train your team to use the platform can make or break your experience. By being patient ...

Marketing, sales, and customer service teams require accurate, up-to-date information for effective interactions with leads and clients. However, updating records is challenging and time-consuming if ...

Here’s how for-profit company sales teams can borrow from nonprofit practice to strengthen their CRM strategy.

There are many ways to make a bad technology decision for a customer relationship management (CRM) system, but only a few ways to make a good one. More often than anyone would like to admit, the ...

Unlike some other platforms, however, Attio’s AI-powered automation tools will actually save you time. The customizable ...

The enthusiasm surrounding AI often leads to its misapplication. It is crucial to understand that not every task is a viable ...

There are plenty of pptions to boost efficiency and productivity Elysse Bell is a finance and business writer for Investopedia. She writes about small business, personal finance, technology, and more.

This comprehensive guide will explain how to choose a CRM system, including key factors to consider, features to look for, and what costs to expect from CRM software. With so many CRM solutions ...