Learn how to turn Excel into a powerful, cost-effective CRM system. Manage customer data, track leads, and automate workflows with ease.

Learn how to create a drop-down list in Excel without or with color using conditional formatting and data validation rules.

Check out a host of meaningful stats about CRM software, from usage statistics to CRM benefits and CRM provider stats from Salesforce and others.

Learn how to create a risk assessment matrix in Excel with this step-by-step guide. Automate, visualize, and simplify risk management with a ...

How to Use a Word Template to Create a Letterhead Word has many templates you can choose from to create your letterhead, and it's best to begin with a new Word document.

What Are CRM Integrations? CRM integrations are links you can make between your customer relationship management software and other business software that your SMB uses.

Did you know that more women became self-made millionaires in the last five years than in any previous decade? In 2025, that ...

Customers are vital to any business, and customer relation management (CRM) software enables you to maximize every interaction. We help you choose the best CRM for your small business based on our ...

Sales - These five CRM systems offer an optimal combination of the features and functions salespeople want most in CRM software.

Organize your Instagram content strategy around key goals, themes, and timelines –with a helpful template to keep everything on track.

Discover how to boost productivity with generative AI. Learn practical skills, real-world use cases, and a 30-60-90 day ...

These 46 Pro Excel Tips Will Transform You Into a Spreadsheet Magician Microsoft's spreadsheet program can do way more than you might realize. These are the hacks and tricks you need to know.