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 ...

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), ...

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 ...

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 ...

I have spent much of the past eight years working with CRM systems. Although I have a lot of faith in the promise of CRM, I believe that the realization of that promise requires a mind-set and a ...

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 ...

The best CRM for QuickBooks integration is Method CRM, offering real-time two-way data sync with the popular accounting software for everything from customers and invoices to leads and payments.

The best CRM platform that offers Xero integration is Zoho CRM. Zoho has a range of useful features for managing leads and tickets, as well as multiple available Xero add-ons and integrations for its ...

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 ...

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 ...