From Spreadsheets to Sales : Create a Working CRM Inside Excel

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

How to Import Contacts From Excel to CRM

One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager (CRM) program. This type of software, available ...
Forbes

CRM Implementation: 10-Step Guide

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) implementation is a 10 ...
ZDNet

Microsoft's Viva Sales: A new companion app that works with many CRM systems (not only Microsoft's)

Microsoft is taking the wraps off a new sales app on June 16 that it's branding as "Viva Sales." (More on the odd branding part of this later.) Viva Sales is a CRM "companion" app that is meant to ...
Forbes

10 CRM Best Practices

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) tools have come a long ...
TechRepublic

CRM Cycle: Understanding CRM Process and Stages

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 ...
CIO

10 signs your CRM system needs an overhaul

Poor data quality, broken add-ons, and ineffective integrations are just a few of the tell-tale signs that you may need to refresh your CRM system — or scrap it altogether and start anew. Nothing ...