Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

Nutshell reports that cloud innovations simplify CRM implementation, enabling quick setup and user adoption for businesses of ...

Tracking seller responses is one of the most critical tasks for real estate investors and professionals. If you are relying on spreadsheets, sticky notes, or memory, you are missing out on efficiency ...

Law firms are always investing in building “relationships,” says Geoffrey Hyatt, CEO of Contact Networks. “From the moment a novice joins the firm until he or she becomes senior partner, it’s ...

Why CRM software fails in growing startups and how fixing process, not tools, makes it work.

Pharmaceutical companies depend heavily on field representatives to build relationships with doctors, hospitals, and healthcare professionals. Managing these interactions efficiently requires accurate ...

The first step towards real CRM is to track each "touch" of the customer or prospect as a separate record, or "campaign member." Here's expert advice on how to track and measure the source of your ...

Rocket CRM has announced the introduction of its Missed Call Text Back feature, designed to assist organizations in maintaining consistent communication with individuals who attempt to reach them by ...