To import leads into Zoho CRM on a Windows 11/10 PC, you may use the Leads module. However, before importing the data, ensure you meet the following prerequisites. You can also choose to Reset Field ...

As businesses become more reliant on technology and data, managing that data has become increasingly important. One area where this is particularly critical is Customer Relationship Management (CRM).

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) tools have come a long ...

In my last column, I discussed how organizations are realizing the value of using CRM data across the enterprise. I gave a few examples of some interesting use cases, but many of you asked for a ...

Data health is a critical contributor to fundraising success. The accuracy of what’s held in a fundraising CRM is what enables charities to understand, communicate with, and engage supporters ...

Microsoft announced this week that's it's now possible for Office 365 users to import table data from Adobe Portable Document Format (PDF) files into the Microsoft Excel spreadsheet program. The ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. Those are the words from Sovan Bin, the CEO and founder of ...

As healthcare entities move towards the deployment of artificial intelligence (AI) models to streamline patient engagement, being acquitted of good customer relationship management (CRM) system data ...

Soffront Software, Inc., a provider of mid-market Customer Relationship Management (CRM) software, has announced that the Export-Import Bank (Ex-Im Bank) of the United States is using Soffront CRM for ...