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 ...

A “one size fits all” approach to CRM rarely brings substantial business value. Before proceeding with a CRM system, a company must carefully define its CRM strategy and evaluate the technology.

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

Most organizations at this point have at least attempted to implement or had some experience with a CRM platform. Yet in some professions, like accounting, there are still many firms that have never ...

Operational customer relationship management tools offer advanced custom workflows, visual pipelines, and day-to-day operation management tools to provide the best client experience with minimal ...

Opinions expressed by Entrepreneur contributors are their own. The life of a small business owner can be far from easy at times. There are prospects to follow up with, sales to track and commitments ...

Kelly is a former Editor, SMB at Forbes Advisor, specializing in starting and marketing new ventures. Before joining the team, she was a Content Producer at Fit Small Business where she served as an ...