Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.
Enterprise sales organizations operate in an environment where scale, speed, and accuracy directly impact revenue outcomes.
Emile brings close to two decades of real estate industry experience and thought leadership to HousingWire. In 2010, he became a licensed real estate agent in Manhattan, and in 2018, he co-founded The ...
As we head into the New Year, experts across the tech landscape weigh in to share what they think will happen in 2026 ...
Overview: Low-code automation platforms are driving workflow efficiency and integration across industries.Tools like Power Automate, Appian, Zapier, Make, and n ...
Rocket CRM has announced developments in its marketing automation capabilities, reflecting broader trends in how organizations coordinate communication workflows, manage engagement processes, and ...
In 2025, 47.9% of companies used the contact center platform as the primary interface for agents, and 43.2% used the CRM ...
The key themes that defined the year behind us will also shape the one ahead. The most-read articles of 2025 tracked a return ...
As far as CRM platforms go, we found that monday CRM is one of the better options out there, providing users with an intuitive, color-coordinated interface that is easy to use. In fact, we found that ...
With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...
Half advice show. Half survival guide. Half absurdity-fest. (Wait, how does this work again? We're not numbers people.) Each episode, we answer all your burning questions, from how to survive a public ...