Customer relationship management involves collecting relevant data about a business’s customer interactions in one place to help managers understand their clients and improve customer satisfaction.

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

Sage CRM stands out as a dependable, feature-rich solution designed for small to medium-sized businesses. It excels in ...

Welcome! We are happy you are here. Thank you for your interest in building your skills within the Enrollment Management CRM (Salesforce/TargetX). Our goal is to help users understand the tools within ...