If you are analyzing the performance of your business, then keeping track of key metrics is essential. Client Relationship Management (CRM) software is a tool used to integrate data from various ...

DefenseWeb(TM) Technologies, a premier developer of professional custom software solutions for U.S. Department of Defense organizations, today announced that the U.S. Army has awarded a contract to ...

A well-maintained customer relationship management system is the heartbeat of a thriving coaching business. A CRM houses customer data, but it should also tell the story of your relationships, your ...

For millions of Americans and their advisers, the shrinking value of retirement accounts is the $4 trillion elephant in the room. With the accounts having lost about one-third of their value over the ...

As we have traversed from Universal Google Analytics to Google Analytics 4, many of us have been painstakingly transitioning tracking metrics to adhere to our new way of data analysis. On the bright ...

Overwhelmed by all the client projects you have to manage? Having a solid process can help you keep track of them. One process is to break up all tasks by days and weeks, suggests the following ...

How to set your client-advisor relationship up for success may seem like a strange topic for a litigation lawyer who has seen the results of relationships gone bad, when the client is dissatisfied, ...