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

Customer perceptions about your call center are hinged upon a leader's ability to establish a customer friendly environment along with pleasing soft-skill behaviors. If you don't think customers can ...

My analyst life has an interesting ebb and flow, as do most professional lives, I believe. My most productive times are when I work head-down on a project, drilling into sometimes arcane aspects of ...

Customer relationship management (CRM) is a technology-driven approach to managing a company's interactions with its potential customers. A CRM system generally helps businesses organize customer data ...

Marketing experts agree that for companies to derive the most benefit from their CRM systems, the technology needs to be aligned with different departments. But which departments should be included in ...

Sage CRM stands out as a dependable, feature-rich solution designed for small to medium-sized businesses. It excels in providing a customizable platform that can scale with a company's growth.

Let’s discuss a couple of the heavyweight C words in the IT Sector: cloud and customer relationship management (CRM). Well they have both certainly provoked a lot of press coverage and airtime; both ...