While it is still vitally important to build a CRM platform around the features and functionality of the software, the true challenge will be to construct a CRM database that can deliver customer ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

As AI becomes embedded across CRM workflows, the challenge in 2026 shifts from adoption to execution, forcing organizations ...

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 ...

Optimizing your CRM data requires making sure your data is crucial, correct, and consistent — or what I like to call, “the three C’s.” Unfortunately, far too many companies have data that’s neither ...

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

Given the scale of the threat landscape, cybersecurity is essential for consumers and businesses alike. Digital transformation has brought a plethora of tools to make our lives easier, like cloud ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. In the end, and regardless of what all the vendors of customer ...

Our team of writers and researchers review CRM software by rating each product against the key features businesses care about: ease of use; value for money; the ability to scale, plus the depth of ...

Want smarter insights in your inbox? Sign up for our weekly newsletters to get only what matters to enterprise AI, data, and security leaders. Subscribe Now According to a new report from Validity, 76 ...