If a significant CRM system project is on your agenda in this new fiscal year, here are checklist items that you need to look out for in vendor proposals. 10 Things You Want: Sign up here. 1. A ...

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 ...

When it comes to customer relationship management (CRM) systems, enterprises have unique issues to solve and obstacles to overcome. Over the past month or so, I've been working alongside CIOs and ...

“A good-looking proposal grabs attention, but to truly drive conversion, firms need extra capabilities,” said Rom Lakritz, Co-founder and CEO at Anchor. “Conditional and Auto Expiring Discounts ...

This internally focused approach suffers from low user adoption, poor data hygiene, and end-user work arounds that add friction to customer relationships and hinder the customer interaction tracking ...

When win rates are high and competition for projects is scarce, a government contracting firm might be able to get by with a lesser customer relationship management system, or no formal CRM system at ...