As AI becomes embedded across CRM workflows, the challenge in 2026 shifts from adoption to execution, forcing organizations ...

Cash flow isn’t just about what’s sitting in the bank today; it’s about visibility into what’s coming next. And that starts ...

Discover how CRM integration with other systems can enhance data synchronization, automate workflows, and improve reporting. CRM software can be a powerful marketing, sales, and service solution by ...

Apollo.io reports that sales reps waste time on manual dialing; effective dialer software improves productivity and ...

Execs say DIY OpenAI connections risked pushing CRM data past the ‘trust boundary’ Salesforce users running Agentforce with ChatGPT Enterprise or Edu can now update CRM data directly from the bot, a ...

Michael Kelly, the founder of fee-only registered investment adviser Switchback Financial, starts each day logging into his client relationship management software, where he keeps his client notes, ...

David Gadra planned for the day when customer relationship management (CRM) analytics would arrive at his $5.2 billion office products company. So when the multimillion-dollar IT overhaul known as ...

When you look at the modern business environment, you will see how growth no longer depends only on marketing reach or ...

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

Opinions expressed by Digital Journal contributors are their own. “True innovation lies in creating systems that empower organizations to achieve seamless operations. Every CRM solution is an ...