A line was drawn between activities that only the CRM module would record and billable tasks, which also were to be processed by the billing module.

Sometimes, the answer to this is a custom CRM or a separate product, and these five warning signs signal you may need one.

Learn how to turn Excel into a powerful, cost-effective CRM system. Manage customer data, track leads, and automate workflows with ease.

Custom Audience ads let businesses submit a text or CSV file of privacy-protected hashed email addresses, phone numbers, or Facebook User IDs and have Facebook target those people with a specific ad.

Salesforce CRM’s initial setup requires time and information technology (IT) expertise and its learning curve is steeper than that of many other CRM providers we reviewed. However, it delivers ...