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 ...

In two previous articles I outlined how to create analytical methods that support customer-focused profitability and forecasting & budgeting analysis ("The Art of Customer Profitability Analysis" and ...

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.

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 ...

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 ...

Implementing a Customer Relationship Management (CRM) system is a pivotal move for businesses aiming to enhance customer interactions, streamline operations, and drive growth. However, the path to a ...

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

Although the best CRM software will enhance your day-to-day processes through features like lead generation, contact management, business intelligence, and more, these solutions can also serve in the ...