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

A customer relationship management (CRM) database is a resource that contains all customer data that all departments within an organization can access. These data include customer information, sales ...

A CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It ...

A solid CRM database can help your company with prospecting, marketing, sales, customer service, accounting and much more. But finding the right choice to meet your business needs can be challenging.

Optimizing your CRM data requires making sure your data is crucial, correct, and consistent — or what I like to call, “the three C’s.” Unfortunately, far too many companies have data that’s neither ...

In the world of digital advertising, data is king. Yet, many PPC advertisers underutilize one of their most valuable sources of insights: their CRM data. Whether you’re a B2B or B2C marketer, your CRM ...

Customer Relationship Management systems, despite what all the vendors will advertise, are nothing more than databases. And the best CRM systems I know of at my clients have the most accurate, ...

As part of the CRM in 2025 conversation series organized by the CRM Playaz, included for the first time were executives at vendors well known in the industry for their specific focus but that are not ...

Growing businesses face unique challenges and pressures. Ramping up employee numbers and boosting revenue while running your business can be challenging. However, marketing and selling efficiently ...

RealOffice360 CRM provides a user-friendly platform tailored for the real estate industry. It excels in offering essential ...