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 ...

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

Nutshell reports small businesses can successfully implement CRM systems with a user-friendly approach, strategic planning, ...

Photo: Agent.ai This post is brought to you by Agent.ai. Not all businesses can afford a full-time staff of phone operators. And let’s be honest: Frustration with automated systems can leave customers ...

The minor trend I began noticing over the last week or so is budding optimism about the future. COVID-19 cases and deaths are in decline, financial indicators are decent and trending up, and ...