On paper, AI promises to transform customer engagement, boost productivity, and make revenue teams faster and smarter. But in practice, adoption remains shallow and skepticism runs deep. The issue isn ...

Before adding AI to your CRM, fix the work behind it. This practical framework helps align people, process and platforms for real AI readiness. The post 7 steps to build real AI readiness in your CRM ...

Switching CRM requires identifying current problems, researching alternatives, data migration, team training and ...

Integrating CRM platforms with artificial intelligence (AI) can significantly reduce labor costs by automating repetitive tasks like data entry, lead qualification, and customer segmentation. By ...

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 ...

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 CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It ...

The fast changing digital economy also sees business increasingly discover that it is not enough to sell products in order to become successful, it is necessary to establish relationships. Each […] ...

Knowing how to convert leads into customers isn't enough these days. You need to know which high-value customers will generate the most sales. You need to be able to build customer loyalty. And you ...