Customer relationship management (CRM) is the backbone of every sales and marketing operation — but without automation, it can quickly become a time sink and even allow key opportunities to fall through the cracks. Using a CRM with automation not only brings efficiency, consistency, and intelligence to everyday customer interactions, but it also helps keep… →

A lead management system automates how businesses capture, qualify, route, and nurture prospects from initial contact through conversion. These systems ensure leads move quickly through the pipeline, sales reps focus on high-value opportunities, and teams gain clear visibility into which activities drive revenue. Without effective lead management, even strong inbound demand leaks out of the… →

Every business needs to manage customer data. There are two main tools that can help: basic CRMs and enterprise contact management. Basic CRMs are more about digitizing lists, while enterprise contact management entails managing customer identity across fragmented databases. Among other functions, enterprise contact management involves: Identity resolution. Matching and merging duplicate records across systems… →