Insightly provides a comprehensive set of features for managing customer relationships, including strong contact management, ...

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 ...

Zoho CRM has an impressive array of core capabilities. Features like lead and opportunity management, sales forecasting, and ...

Welcome! We are happy you are here. Thank you for your interest in building your skills within the Enrollment Management CRM (Salesforce/TargetX). Our goal is to help users understand the tools within ...

In today's world, more and more companies are seeing the potential benefits of implementing technology into their workflows. At the same, many are seeing the pitfalls of selecting the wrong technology ...

Tracking which customer spoke to which salesperson or service representative, and what they wanted, is critical to retaining and growing your customer base. While many major corporations spend ...

Connected customer experiences start with connected systems and data within your organization. The deeper the connections, the more power you have to orchestrate personalized end-to-end customer ...