In early 2012, my Capterra colleagues and I decided that it was time to graduate from our email marketing software and finally upgrade to a marketing automation software suite. The problem? We had an ...

With failure rates reportedly as high as 50 to 80 percent, it's a wonder any tech leader has the courage to promote a CRM project these days. Yet there are CRM success stories, such as the one at ...

Discover how CRM integration with other systems can enhance data synchronization, automate workflows, and improve reporting. CRM software can be a powerful marketing, sales, and service solution by ...

Efficient customer billing isn’t just about keeping the books in order—it plays an essential role in customer satisfaction, retention, and overall business intelligence. When billing systems work ...

The future of customer relationships depends more on context than transactions. And this trend is accelerating, driven by the integration of social media into customer relationship management (CRM), ...

CRM platforms integrate with Voice over Internet Protocol (VoIP) technology to create a powerful solution that will boost your customer communications. You’ll commonly find this integration in call ...

New CRM integration eliminates data silos and keeps advisors’ CRM and marketing aligned—driving faster follow-up, cleaner compliance and smarter growth Snappy Kraken, the martech innovator dedicated ...

LinkedIn logo is seen displayed on a phone screen. So will LinkedIn finally integrate with your Customer Relationship Management system? Well...kind of and maybe. And only if you have either ...

After two years of deep slumber, the CRM market is about to re-awaken. They call it the Trough of Disillusionment--a two-year period during which companies froze their spending on CRM (Customer ...

A CRM for Outlook is a customer relationship management solution that can integrate with the Microsoft email platform. If you’re already using Outlook as an email provider, it makes sense to consider ...