Discover how relationship management strengthens business ties, boosts brand loyalty, and mitigates risks through effective ...

Contact management is crucial for businesses as it centralizes and organizes information about customers, partners and suppliers. By maintaining a well-structured contact management system, companies ...

Should you focus on taking care of the customers that you currently have, or place an emphasis on winning new business and new opportunities? The answer is yes – both. But now comes the hard part, ...

As someone who has conversations with businesses about digital transformation every day, I hear one question come up more than any other: Where do we start? It’s a deceptively difficult question to ...

A CRM cycle is essential for businesses looking to effectively manage their customer relationships and drive growth. This process involves progressing through various stages to achieve success. When ...

If you are searching for a quick way to improve your relationships with customers and are not currently happy or using a customer relationship management application. You may be interested in learning ...

An account management strategy dictates how you handle your company's accounts. Learn how to prioritize your accounts and keep your business on track.

Customer relationship management (CRM) is a critical part of any healthcare service provider’s operations. However, the stakes in healthcare are higher because the customers here are the patients.

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

In the fast-paced business world and even in personal life management, technology is essential for staying competitive. From communication to project management, the right tools can make all the ...

“Proactiveness can take various forms, from recognizing problems and scheduling home service visits to advanced methods like remote issue diagnosis and dispatching the right technician with the right ...

Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate editor of personal finance at MoneySense. She was also managing editor of Best Health Magazine ...