Discover how CRM integration with other systems can enhance data synchronization, automate workflows, and improve reporting. CRM software can be a powerful marketing, sales, and service solution by ...

Michael Kelly, the founder of fee-only registered investment adviser Switchback Financial, starts each day logging into his client relationship management software, where he keeps his client notes, ...

David Gadra planned for the day when customer relationship management (CRM) analytics would arrive at his $5.2 billion office products company. So when the multimillion-dollar IT overhaul known as ...

Sage CRM stands out as a dependable, feature-rich solution designed for small to medium-sized businesses. It excels in ...

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

CRM and customer experience (CX) vendors are retooling their platforms to better integrate with existing business applications without employees realizing they’re using generative AI-powered ...

The energy sector is thriving: IEA predicted that companies operating in this area invested over $2.8 trillion in their growth last year. Some of these investments were devoted to digital ...

For decades, distributors relied on systems that were built for stability, not speed. Legacy ERPs, custom spreadsheets, and disconnected sales tools worked well enough when markets were predictable ...

Opinions expressed by Digital Journal contributors are their own. “True innovation lies in creating systems that empower organizations to achieve seamless operations. Every CRM solution is an ...