As the financial climate is becoming more competitive and has become fast paced, investment companies are in need of smart ...

Demystifying CRM Objectives First, CRM objectives need to be clearly defined. For example, catalogers view retention on a sliding scale based on customers' most recent purchases. Recent purchasers are ...

In 2025, customer experience is your ultimate differentiator. A generic CRM won't cut it. To truly engage and retain customers, businesses must partner with a team that can design and build systems ...

While dedicated CRM software provides advanced features and automation, it may be overkill for most small business owners.

The amount of effort spent on talking and thinking about the best ways to connect with customers truly is incredible. The amount of ink spilled -- real and virtual -- the number of conferences held, ...

Of all the questions a company needs to ask when determining which CRM software to implement, perhaps the most important is the most overlooked: How independent is your CRM consultant? What? You ...

Step 1: Define your CRM goals and objectives. Determine what you want to achieve with your CRM strategy. For instance, consider whether you want to increase customer retention, ...

Five Steps for Integrating PMO Practices Into CRM Efforts 1. Define clear objectives. Start by establishing specific goals for your CRM campaigns that align with your overall business objectives. The ...

CRM needs to work for you, not against you. This guide will tackle those tricky bits head-on and give you practical tips to sail smoothly through the process. Challenge 1: Lack of clear objectives ...