Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

A customer relationship management (CRM) database is a resource that contains all customer data that all departments within an organization can access. These data include customer information, sales ...

A CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It ...

Optimizing your CRM data requires making sure your data is crucial, correct, and consistent — or what I like to call, “the three C’s.” Unfortunately, far too many companies have data that’s neither ...

Customer Relationship Management systems, despite what all the vendors will advertise, are nothing more than databases. And the best CRM systems I know of at my clients have the most accurate, ...

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.

In the world of digital advertising, data is king. Yet, many PPC advertisers underutilize one of their most valuable sources of insights: their CRM data. Whether you’re a B2B or B2C marketer, your CRM ...

As part of the CRM in 2025 conversation series organized by the CRM Playaz, included for the first time were executives at vendors well known in the industry for their specific focus but that are not ...

After months of rumblings out of Redmond, Microsoft finally released Version 1.0 of its Customer Relationship Management (MS CRM) Professional Suite Edition late last month. The wait has paid off: ...

RealOffice360 CRM provides a user-friendly platform tailored for the real estate industry. It excels in offering essential ...

Just a few years ago, products like Microsoft Teams and Slack barely existed. But today, these applications - and competitors like G Suite and Box - are becoming required technology for many firms, ...