It's no secret that Salesforce is the undisputed leader among CRM systems, having spent 11 years as the best choice in International Data Corporation's (IDC) ranking. With one-fifth of the market ...

Customer expectations in 2025 are higher than ever. In a hyper-personalized, data-driven economy, businesses must evolve beyond traditional customer service methods. One of the smartest moves an ...

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 ...

Managing customer relationships well is critical for any business. And as a business scales up, it’s important to empower the people who manage these relationships with the best available technology.

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