Reporting: Most CRM software includes reporting functionality. Make sure the CRM tool is compatible with other tools you use and can import/export files to Excel or QuickBooks, for example.

How to Use AI to Optimize CRM Strategy In 2025, business software like CRM is filled with AI features that can organize, automate, and streamline a wide range of business processes.

Choosing a CRM for your small business can feel daunting, with many options and factors to consider. However, if you follow a few best practices, the process can be straightforward and productive ...

Pro How to use a CRM to improve sales productivity Best By Barclay Ballard published February 21, 2024 Take your sales team to the next level with these CRM tips ...

CRM workflows can help automate key sales, marketing and customer services tasks. Here is how to create them.

Your law firm’s customer relationship management (CRM) is standard for managing leads, prospects, and client contact information to build strong professional relationships. You know that your ...

CRM technology selection should be based on business needs and the software functions required to meet those needs -- not on slick vendor demos and marketing hype. Here's how to tell the difference.

CRM software isn’t just for managing customer relationships anymore. Here's a detailed guide to setting up your own system for pitching investors.

Knowing how to use CRM data for personalization requires a complete understanding of your target audience, as well as strategies for collecting and using customer data.

CRM is supposed to be about relationships with your customers. But today, most people use CRM as a transactional database to tell them about the status of a customer, prospect, or opportunity.