With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...

ZDNET experts put every product through rigorous testing and research to curate the best options for you. If you buy through our links, we may earn a commission. Learn Our Process 'ZDNET Recommends': ...

Enterprise CRM software is a customer relationship management platform specifically designed for midsize to large organizations that need a solution that can handle the bandwidth of a large-volume ...

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.

Customer relationship management (CRM) platforms serve as the operational backbone for your RIA. This is why choosing the tool that matches your firm’s needs and goals is an important decision. To ...

Customer relationship management or CRM solutions can be invaluable for small business owners. Whether you use the software to keep track of customer interactions, promote offerings to prospects, ...

CRM software solutions with built-in project management tools help streamline client relationships and task management. Explore our top picks for the best CRM solutions with project management. When a ...

Sales is based on building a relationship with customers and potential customers. As those relationships move online, it can be more challenging for salespeople to keep track of customer information.

Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

The good news for Microsoft's applications channel partners is that they've had plenty of time to prepare for the arrival of the company's new customer relationship management package. The hard part ...