Over the years—in fact, since even before CRM was known as CRM—the industry’s objectives have remained fairly consistent: Seek better profits by better understanding and better serving customers.

CRM has become known not only for amazing successes, but also for the numerous documented failures. Although the media has been flooded with case study after case study of corporate America and its ...

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, and ...

Learn how to create an effective CRM strategy in 8 easy steps to boost customer relationships, streamline processes, and drive growth. Customer relationship management is vital for any business ...

For many advisers, choosing a specific customer relationship management technology can be a challenge. There are hundreds of CRM systems, and more than a dozen are focused specifically on financial ...

Customer relationship management (CRM) solutions have become a must-have for businesses of all kinds. It’s not enough to just deploy a CRM solution—you need to deploy the right one. But with multiple ...

A successful CRM project balances strategy, process, technology and employee initiatives so that you address all of them within the time and resource limitations you face. I have broken these ...

Customer relationship management (CRM), that catch-all term for solutions that automate everything from sales to marketing to customer service, used to be the domain of big enterprises with deep ...

Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small ...