Wrapping up Q3 earnings, we look at the numbers and key takeaways for the sales software stocks, including Salesforce ...

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

ACT! CRM stands out with its long-standing reputation and adaptability to various business needs and industries. It provides ...

Nimble CRM stands out from traditional customer relationship management software by focusing on company-wide operations rather than just sales. In September, the platform introduced a major upgrade ...

The funding points to a shift away from bloated systems toward faster, AI-driven CRM platforms built for execution.

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

In today’s digital landscape, technology plays a pivotal role in shaping the relationship between a business and its ...

Customer relationship management (CRM) software is a critical tool for driving sales and interacting with potential or current customers. The best CRMs help you organize and store all of the data that ...

The best CRM software is generalized sales tools that allow businesses of all sizes to manage and track customer interactions and streamline processes. The software offers a mix of core and advanced ...

The highest ideal of customer service is ease—not just a frictionless, personalized experience for customers themselves, but ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...