I have great admiration for the work of Daniel Kahneman. He’s an Israeli psychologist whose work with the late Amos Tversky won the Nobel Prize in Economics in 2002, even though neither was obviously ...

If CRM is to earn any legitimacy beyond a buzzword, more call centers like KeyBank's and DYMO's have to present proof that CRM can work. It's often convenient to refer to CRM software, which we'll ...

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Here’s how a CRM system – while distinct from a sales tool – can help create the foundation for successful sales outcomes. CRM builds trust and consistency, forming the foundation for meaningful sales ...

Start using a CRM early to avoid disorganization and lost deals. A CRM helps streamline workflows, enabling growth and easier delegation. Successful CRM adoption starts with owner commitment and ...

As CEO of Affinity, Ray’s goal is to bring relationship intelligence to the world because every opportunity begins with a relationship. CRM has become the largest enterprise software category in the ...

Roofing has always been a business built on craftsmanship and trust. Today, technology is adding precision to that tradition.

In today’s B2B landscape, especially in service-driven industries, customer experience isn’t just a “nice to have” anymore—it’s the differentiator. I had a conversation with CX strategist Eric Gregg, ...

Choosing the right CRM can shape how your RIA manages client relationships and daily tasks. Many firms want a system that is easy to use, secure, and designed for financial professionals. Wealthbox ...

Microsoft is taking the wraps off a new sales app on June 16 that it's branding as ""=""> (More on the odd branding part of this later.) Viva Sales is a CRM "companion" app that is meant to integrate ...