CRM means many things to many people. Use this CRM RFP template to create a customized RFP to meet your organization’s CRM software acquisition needs. Customer Relationship Management (CRM) is one of ...

If you're doing a CRM system conversion, expansion, or just an initial implementation, what do you need to look for -- and look out for -- in a vendor proposal? Here's some expert advice. If a ...

ProjX360 recently launched a sales CRM and proposal and PO generation tool for its software. With these new enhancements, integrators have “a single solution to manage their projects from the sales ...

If you're doing a CRM system conversion, expansion, or initial implementation, there are some things you need to look for — and look out for — in a vendor proposal. We'll help you sort it out. If a ...

Too often, organizations get caught up in the madness of closing a sale and chasing the end result. In the race for the deal, the priority of nurturing relationships gets lost. Indeed, job performance ...

Customer relationship management applications are well-established tools for helping companies unify and automate the process of selling to and supporting customers. While CRM applications share many ...

Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...

In the fast-paced world of B2B sales and enterprise communications, creating winning proposals quickly and efficiently is no longer just a competitive advantage—it’s a necessity. The traditional way ...

Finishing a sale, organizing contractors, and seeing a project through to completion are just some items on a roofing company’s daily checklist. The top priority is always saving resources and ...