It comes as no surprise to hear that CRM is a primary factor in managing projects, but just how should these areas interrelate to achieve optimal client satisfaction? In most companies, individual ...

Workbooks has added advanced project management tools directly into its No-BS CRM platform, enabling businesses to streamline workflows, allocate resources, and optimize revenue tracking. For ...

According to market research by Technavio, the project management software market will grow steadily between 2017-2020, making it a $1 billion revenue channel globally. As businesses continue to adopt ...

Choosing the right customer relationship management (CRM) solution is crucial, but key steps are needed to make it work for your business. Whether you're replacing CRM or you’re a first-time user, ...

When a company doesn't plan properly, it wastes time on tasks that bring little or no added value to the overall team goals. Planning enables a business to prioritize responsibilities and give ...

Many companies buy CRM consulting services the way they buy hardware: Fixed price. What if this just isn't the right model, no matter how good a price you get? Imagine a CRM consulting project with ...

Your sales automation process failure may happen due to insufficient coverage of sales needs, lack of proper integrations and bad user adoption Some sales professionals perceive sales process ...