PRESSADVANTAGE – Rocket CRM has announced continued development and refinement of its marketing automation system, reflecting broader changes in how organizations manage communication, engagement ...

DULLES, Va., May 28, 2025 /PRNewswire/ -- Unanet, the leading provider of project-based enterprise resource planning (ERP) and customer relationship management (CRM) for the architecture, engineering, ...

Let’s be honest. Is there anything sexier, more fascinating or more exhilarating than a highly functioning customer relationship management (CRM) system? OK, maybe just about anything else. Good CRMs ...

Security concerns are changing the way companies approach their customer relationship management (CRM) platforms. The assumptions of a decade ago, where protection was bolted on post-implementation or ...

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

In today’s digital financial system, organizations that prioritize consumer relationships have a massive competitive advantage. At the core of this method lies Customer Relationship Management (CRM) ...

Discover how a CRM can enhance business relationships. Learn about the benefits of CRM and how to optimize CRM strategy for better customer management. Customer relationship management software is a ...

Today, CRM security has to be by design, integrated throughout platforms with end-to-end encryption, role-based access controls and consistent threat monitoring. Automated risk-based access controls ...

Customer Relationship Management systems are not accounting systems. CRM systems don’t do billing, cash receipts, disbursements or payroll. If a CRM system isn’t used, a company still continues to ...