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

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

Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...

Chitiz Agarwal aka Kumar is a Salesforce.com evangelist with 14 yrs of IT experience. He is the founder and CEO of Techila Global Services. Customers were, are and will always be at the heart of any ...

On Monday, LexisNexis launched a new expansion for InterAction, the company's customer-relationship management (CRM) tool. The expansion is dubbed InterAction for Microsoft Office 365, and it seeks to ...

A business that retains its client base can often mean much more than expansion and earnings alone. Some experts may emphasize revenue when considering longevity, but a high-quality company is hardly ...