Customer Relationship Management (CRM) software helps companies build and maintain relationships with customers and prospect by identifying key demographics and contact details, logging and tracking activities and transactions, and identifying sales opportunities. The concepts are so basic they are applicable to virtually any industry segment and to companies and organizations of any size. We found
CRM is customer relationship management. And there are a LOT of options available on the market for companies across industry segments. But medical and healthcare businesses have very specialized requirements and may be better served by selecting specialized CRM for the healthcare industry. There are many great general CRM products on the market and some
There are a lot of great options available to manage sales and marketing using QuickBooks and integrated CRM or customer relationship management applications. Perhaps the most popular option is Method:CRM - a product that is truly designed to work with QuickBooks. This is our top recommendation as the product is very feature rich yet simple
There are dozens of customer relationship management (CRM) systems available today ranging from simple systems like Insight.ly to large, complex applications like Salesforce.com. The CRM you choose will depend greatly on your industry and specific business needs. What’s good for a manufacturer isn’t necessarily good for a professional service firm and you should strongly consider
Is QuickBooks’ Lack of Automation Holding You Back? View this on-demand webinar and learn how Sage Intacct can: Increase productivity and efficiency in finance; Provide user defined workflows that automate, control, and streamline processes; Deliver integration between financials and other business critical applications. Join our free product portal where you can watch this recorded webinar […]
Learn how you can gain full financial visibility with Sage Intacct’s simple-to-create customized reports and dashboards – even across multiple business entities – without needing to export data to Excel. We provide: Real-time dashboards combining both financial and operational data; Hundreds of pre-built reports with drill-down capability; The ability to “slice and dice” data for […]
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