Begin the process by making an invoice template that includes pre-formatted fields for item descriptions, quantities, unit prices, and customer information. This template will be the cornerstone of ...

What if the perfect Customer Relationship Management (CRM) system was already at your fingertips, no expensive software, no steep learning curve, and no coding required? Imagine transforming the ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

The customer development group at a large, publicly held high-tech company needed a central repository of data to help identify satisfied customers willing to be references when sales associates ...

The last piece of this three-part article is about merging your custom Word documents with your client list (exported from Outlook to Excel) for distribution. Part One explains how to selectively ...