Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

"We're seeing a lot of people switching from Salesforce.com," said Bill Patterson, product management director for Microsoft Dynamics CRM Online, referring to some of the 500-plus customers that have ...

'ZDNET Recommends': What exactly does it mean? ZDNET's recommendations are based on many hours of testing, research, and comparison shopping. We gather data from the best available sources, including ...

Marketing, sales, and customer service teams require accurate, up-to-date information for effective interactions with leads and clients. However, updating records is challenging and time-consuming if ...

Rocket CRM has introduced new advancements to its platform designed to transform the way organizations approach Marketing ...

CRM software giant Salesforce (NYSE:CRM) reported Q2 CY2025 results exceeding the market’s revenue expectations , with sales up 9.8% year on year to $10.24 billion. The company expects next quarter’s ...

Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

Sales dashboards are analytic tools designed to allow your business to track, manage, and visualize valuable insights into how your team is performing during a given time period. There’s no point in ...

CRM software giant Salesforce (NYSE:CRM) will be reporting earnings this Wednesday after market hours. Here’s what you need to know. Salesforce beat analysts’ revenue expectations by 0.8% last quarter ...

Siebel Systems and IBM are developing a hosting service for customer relationship management software, reviving an effort Siebel abandoned two years ago. According to sources familiar with the project ...

A healthcare CRM is customer relationship management software specifically designed for use in the healthcare or pharma industry. Doctor’s offices, clinics and hospitals use these specialized CRM ...

I have been writing for newspapers, magazines and online publications for over 10 years. My passion is providing, in a way that is easily accessible and digestible to all, the knowledge needed for ...