1. Include everything you need to - the who, what, where, when, why and how - so that if you were to look at the note years later, it would make sense. 2. Write the note as soon as the event happens.

Rocket CRM has announced continued development and refinement of its marketing automation system, reflecting broader changes in how organizations manage communication workflows, engagement ...

HubSpot and monday Sales CRM can help your business handle leads, marketing, reporting and more. Learn how these top CRM software packages compare.

In many companies, the question of which department oversees customer relationship management is a tricky one. Marketers work with the system on a daily basis, sales has to input data on the go, and ...