There are hundreds of different customer relationship management (CRM) and Document Management Systems (DMS) offerings on the market. 99.9% of them cloud based, some are generic, and many more are industry specific. Learn about the key differences between them as we explore CRM versus Document Management
Although Microsoft 365 is by now used by a large proportion of organisations around the globe, most will only use the core features of Office applications, Email, Teams and OneDrive. Learn why you should choose a CRM system that integrates with the Microsoft ecosystem.
Customer Relationship Management, or short CRM, has been around for as long as businesses have had to manage customers. According to Wikipedia the formal management of relationships with customers emerged in the early 1970s, when businesses sought to better understand their customers and their satisfaction with the business’ products and services.