CRM software saves you time by allowing you to manage your practice more efficiently. You can do everything from billing, sending invoices, and managing client information with just a few clicks/taps.

Rockfish has added 100 staffers since its acquisition by WPP Digital in 2011, expanding from its anchor office in Arkansas to Chicago, Austin and Atlanta. Now the agency is in the midst of ...

Microsoft made the Release Candidate (RC) test build of its Dynamics CRM 2011 offering available for download as of December 14. This is a publicly available RC and "will be available until the RTM ...

Whether you’re using a robust CRM, migrating to a new one, or just getting started in the CRM world, research is the first step on the path to CRM success. In order to prove the ROI, you need to ...

When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. The best CRM software is an essential tool for modern businesses, streamlining customer ...

Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

Reports from consulting firms and vendors touting the latest CRM best practices come out every month or so. So how can a large or even midsize company keep up with the latest theories on CRM? They can ...

Determining the effectiveness of your customer relationship management (CRM) software can be tricky. Even if your revenue is growing, are you building a faithful following of satisfied customers? To ...

Fusion5 announced today that it has acquired the Microsoft Dynamics CRM and SharePoint practices of the highly successful Microsoft Gold Partner, Koorb Consulting. Koorb is one of the top three ...

Fusion5 announced today that it has acquired the Microsoft Dynamics CRM and SharePoint practices of the highly successful Microsoft Gold Partner, Koorb Consulting. Koorb is one of the top three ...