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

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, ...

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 ...

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 ...

Monday.com, a developer of work OS management tools, on Tuesday released the first of five new standalone products aimed at professionals with targeted use cases. This new customer relationship ...

Explore the possibilities of free CRM software with our comprehensive guide. Discover the best solutions to manage customer relationships and drive business growth without breaking the bank. Several ...

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 ...

Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

CRM software used within the nonprofit sector is designed to help organizations manage and grow their relationships with benefactors, organize outreach, and monitor activities. A CRM tool can improve ...