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 ...

Standing for customer relationship management, a CRM solution supports businesses in the monitoring, tracking, and analysis of all communications between the company and its customers. In doing so, it ...

Once you find the ideal customer relationship management (CRM) tool, training is essential. In fact, the way you train your team to use the platform can make or break your experience. By being patient ...

This comprehensive guide will explain how to choose a CRM system, including key factors to consider, features to look for, and what costs to expect from CRM software. With so many CRM solutions ...

Your Customer Relationship Management (CRM) system is more than a tool for managing client data. It’s a critical component for driving growth and strategic decision-making. Upgrading your CRM system ...

A CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It ...

Customer relationship management (CRM) software is a business tool used to organize and automate data in a handy all-in-one hub for your team to use. That’s right, you can ditch the file cabinets and ...

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, ...

FedEx Corp. is launching a multimillion-dollar customer relationship management (CRM) initiative in an effort to cut costs and use its existing customer data to cross-sell and upsell services to ...