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

Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...

One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager (CRM) program. This type of software, available ...

Chitiz Agarwal aka Kumar is a Salesforce.com evangelist with 14 yrs of IT experience. He is the founder and CEO of Techila Global Services. Customers were, are and will always be at the heart of any ...

When the World Wide Web was first unveiled to the public in 1993, it seemed poised to offer future generations limitless potential when it came to information and communication. With the advent of the ...

Part 1 of this series on getting started with CRM addresses factors to consider when deciding whether the time is right to take the plunge. Once a small business decides to invest in a CRM solution to ...

On Monday, LexisNexis launched a new expansion for InterAction, the company's customer-relationship management (CRM) tool. The expansion is dubbed InterAction for Microsoft Office 365, and it seeks to ...

A business that retains its client base can often mean much more than expansion and earnings alone. Some experts may emphasize revenue when considering longevity, but a high-quality company is hardly ...