Learn the steps to design a CRM database that meets your business needs and goals for customer service management. Find tips and insights on data sources, data model, data security, and more.

You should also design the test data, which are the sample or simulated data that you will use to populate the CRM database. Add your perspective Help others by sharing more (125 characters min ...

2. Automation. Leading CRM tools can automate parts of businesses—including sales, marketing, and customer service tasks.. For example, every time a person fills a web form, they can automatically be ...

As you know, sample data in a CRM system can be very useful for a variety of reasons – for testing out some new capability in CRM, for training, for demonstrations etc. In this post, I will teach you ...

For many years, the concept of “business intelligence” for Foremost Insurance sales agents meant getting 1,000-page monthly reports from headquarters — and stuffing them into the trunks of ...

CRM Retargeting Takes Ad Targeting to the Next Level. In the days of big data, cookie-based marketing and traditional advertising efforts seem rather dated.