Integrating Billing and CRM Leads to Deeper Insights—and Happier Customers

A well-integrated system strengthens financial operations, deepens customer relationships, and sets the stage for long-term success.

Technology Works Better With the Right Balance of Data and People

You won't maximize your marketing technology investment without people power.

Why Change Management Is Critical to Successful Technology Implementations

These efforts ensure alignment, engagement, and adoption across organizations to maximize the value of the investment and mitigate operational disruptions.

To Keep Your CRM Data Secure, Establish a Digital Chain of Custody

What true data ownership entails for CRM leaders is secure, easily auditable, accessible, and trusted historical data backup and archives.

Reframing CRM from Tactical Tool to Engagement Methodology

CRM is often viewed primarily as data and technology rather than a methodology to help brands understand audience needs, deliver rational and emotional value, and measure impact.

Not so Fast, Marketers: Don’t Get Too Comfortable Relying on Third-Party Data

Google has scrapped its plan to eliminate third-party cookies, but marketers have to keep pace with customers' expectations for privacy and more relevant interactions.

New Industry Standards for CX Could Make It Easier to Show ROI

The criteria in these standards can help CX leaders and teams prepare to benchmark their CX programs and create a plan for optimization.

Boosting Efficiency: Experts Detail How CRM Is Redefining the Service Provider Industry

Discover how integrating business operations technology can streamline your business, reduce costs, and give service providers a competitive edge in a demanding industry.

How to Select and Deploy GenAI Tools to Reach Your Next Customer

GenAI can both optimize your marketing strategies and maximize efficiency.

Integrating AI in CRM: Enhancing Sales Forecasting and Pipeline Management

Businesses hoping to remain competitive in a world driven by analytics need these capabilities.

IoT and CRM Synergy: Driving Customer Satisfaction to New Heights

The combination of IoT and CRM improves customer satisfaction by enabling real-time data-driven insights and customized interactions.

Overcoming Your Sales Team’s ‘Evolutionary’ Resistance to CRM

A new approach to change management is desperately needed to foster CRM adoption and empowerment for sales reps.

How to Empower Your Sales and Marketing Teams with CRM Tools in 2024

Salesforce and other top CRM platforms require proper integration with existing systems and continuous employee training to maximize efficiency, data analysis, personalized marketing, and sales/marketing collaboration.

The Key to Becoming a Recession-Resilient Startup

Paradoxically, recessions are often the times most ripe for opportunity. Industries are reflecting on what's working well, and what needs to change. And the business models that flounder often leave in their wake seismic market gaps just waiting to be closed.

4 Steps to Getting More Customer Referrals

Establishing a robust customer referral program that provides a seamless process for customers to easily share their experience is the key.

3 Ways SMBs Can Solve a Broken Lead Handoff Process

In today's world of digital selling, a broken lead handoff process between sales and marketing teams means missed opportunity and lost leads, but small and midsize businesses can take control and solve this challenge.

4 Things to Know When Entering the Expert Economy

Advances in technology have significantly lowered the barrier for people looking to leverage their knowledge and expertise to go into business for themselves.

What I Learned Designing a CRM from Scratch

If you're not careful, you can quickly end up with a mess on your hands.

Why ACH Is an Ideal Payments Choice for Modern Businesses

Inflation is causing companies to tighten their belts in traditional ways. But the way that they issue and receive payments can drastically reduce expenses.

Is It the End of the Cold Call?

Is cold calling a dated sales tactic, or does it just need a little extra heat?