As their small businesses grow, most business owners reach a point where they consider investing in customer relationship management (CRM) software. At the most basic level, a CRM solution can help ...

SAP AG has acquired Praxis Software Solutions and will integrate the company's Web-based CRM and e-commerce capabilities into SAP Business One, which targets small and midsized companies. Financial ...

The solution, UpShot Alerts, gives sales executives the ability to set parameters for alerts such as a text message sent to a cell phone if the status of a pending deal changes. "What's happening is ...

Salespeople now can download e-mails in Outlook into Upshot while online, including attachments. Based on an e-mail address, the e-mail is directed to the correct customer account within Upshot.

Lawry Matteson is writer and content supplier for webCRM – a company providing web-based CRM SaaS solutions since 2002, and he likes discussing and writing on latest CRM provider or product reviews, ...

Next, let's weigh some other key factors starting with your firm's size and plans for future growth. For example, a solo practitioner or a firm with two or three advisers that intends to stay small ...