Our content is funded in part by commercial partnerships, at no extra cost to you and without impact to our editorial impartiality. Click to Learn More Artificial intelligence (AI) features have been ...

Marketing, sales, and customer service teams require accurate, up-to-date information for effective interactions with leads and clients. However, updating records is challenging and time-consuming if ...

Insightly is a cloud-based Customer Relationship Management (CRM) platform that helps businesses manage contacts, sales pipelines, and projects. Founded in 2009, it is well established as one of the ...

Companies in the CRM space have made some AI-related announcements over the past month that suggest a maturing of generative AI in the enterprise. For instance, on Salesforce’s latest earnings call, ...

As part of the design of Sales Mastery’s 2022 Sales Performance Scorecard (SPS) survey, we solicited input from our external advisers about which kinds of data to gather for this year. As this is the ...

Think of your CRM operating model as the blueprint for how your organization manages everything connected to your customer relationship system—the people, the processes, the data, and the technology ...

Whether you’re in sales, marketing, or customer success, the best systems are the ones your team actually uses.

Knowing how to convert leads into customers isn't enough these days. You need to know which high-value customers will generate the most sales. You need to be able to build customer loyalty. And you ...

On Demand Is your firm using CRM (Customer Relationship Management) to its fullest potential? Does your firm even use CRM? In addition to managing contacts and producing reports, CRMs are also ...

Using the right tool for the job can make life a lot easier, and fundraising is already hard enough without having to push that boulder uphill. Customer relationship management (CRM) software isn’t ...

Copper is a CRM solution that is best recommended for businesses that use Google Workspace, regardless of company size. Copper users can sync contact information, emails, scheduled meetings, files, ...