CRM tools and strategy

Customer relationship management combines various tools -- like marketing and sales force automation software -- and strategies to help organizations maintain, manage and learn from customer interactions. Find out the latest news and expert advice for your CRM approach.

August 22, 2022 22 Aug'22
Salesforce offers new pricing option with 'Easy' subscription

The Salesforce Easy subscription offers CRM, customer service and rudimentary email marketing in a self-service subscription and lower per-seat price.
July 26, 2022 26 Jul'22
Oracle releases major Fusion Sales CRM update, facelift

Oracle Fusion Sales users get a new UX and new features, including microsites called 'digital sales rooms,' which parallel Microsoft and Salesforce sales collaboration features.
April 27, 2022 27 Apr'22
Salesforce-Slack sales, marketing, service integrations in beta

Slack integration apps for Salesforce Service Cloud, Sales Cloud and Marketing Cloud move into beta; MuleSoft takes on API management and governance.
March 15, 2022 15 Mar'22
Salesforce AppExchange revamps user search, discovery

Salesforce updates AppExchange partner marketplace to add more effective search and surfacing of more appropriate results for users, as the app count tops 7,000.

Bring yourself up to speed with our introductory content

knowledge base

In general, a knowledge base is a centralized repository of information. Continue Reading
distribution list

In email applications, a distribution list is a list of email addresses that can be mass mailed via automation without having to add members individually. Continue Reading
What's the difference between SCM and CRM?

CRM platforms track customer interactions, whereas SCM platforms track materials and product shipments. Tech buyers should know how these platforms differ before making a purchase. Continue Reading

Weigh the pros and cons of technologies, products and projects you are considering.

What is Adobe Experience Cloud? CRM platform overview

Adobe Experience Cloud -- the vendor's CRM platform -- includes tools to help medium and large enterprises manage all facets of their customer engagement strategies. Continue Reading
How the Salesforce-Zoom integration benefits sales

Video conferencing is now the primary form of communication for sales and marketing teams that rely heavily on meetings. The Salesforce Zoom integration increases efficiency. Continue Reading
10 Dreamforce to You 2020 sessions for sales managers

DreamTX -- part of the Dreamforce to You 2020 lineup -- will offer a variety of relevant sessions for attending sales managers. Here's a peek at 10 of those sessions. Continue Reading

Learn to apply best practices and optimize your operations.

What are the benefits and challenges of CRM?

CRM platforms can boost CX with business insights if sales agents use them properly. Sales leaders should know the benefits and challenges of these platforms before purchasing. Continue Reading
The top real estate CRM software

Today's competitive real estate market highlights the importance of CRM systems that provide listings management and property tracking, as well as typical CRM system features. Continue Reading
Transactional vs. relationship marketing: Key differences

Some companies thrive on building strong relationships with customers, while others want to make a sale without long-term commitment. Either way, the business needs a strategy. Continue Reading

We’ve gathered up expert advice and tips from professionals like you so that the answers you need are always available.

The role and responsibilities of a customer relationship manager

The customer relationship manager has a challenging and ever-evolving role to play when it comes to optimizing the customer experience. Continue Reading
3 ways CRM improves customer experience

To be efficient, businesses need their information in one place. Using a CRM system, companies can improve CX by keeping track of their customers and automating business processes. Continue Reading
Salesforce Einstein Vision sinks teeth into shark recognition

Using drones and a modified version of Salesforce's Einstein Vision, marine biologists at the University of California, Santa Barbara, can track and identify great white sharks. Continue Reading