Monday.com launched more than a decade ago looking to help companies build a highly flexible set of business tools like CRM, marketing, operations and HR, built in customized ways you simply couldn’t ...

Data overload causes confusion. Avoid overwhelming your business with excessive data. Focus on the key metrics that directly support your goals. Data integrity is key. Clean, accurate data is ...

Technology companies are facing rising concerns about data privacy leading to a long overdue deprecation of third-party cookies. This presents organizations with an opportunity to rethink the ...

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...

Rafa Flores, Chief Product Officer @Treasure Data, is redefining market-agnostic saas with breakthrough solutions at the edge of Data & AI. Many organizations weigh the option of building a customer ...

No CDP for you? According to the 2022 CDP Institute Member Survey, despite progress in unifying customer data, nearly two-thirds of companies still don’t use a customer data platform (CDP), leaving ...

Customer expectations have changed. Many brands claim to care about their customers, yet their actions often suggest otherwise. Poor service, slow response times, and lack of transparency push people ...

Begin the process by making an invoice template that includes pre-formatted fields for item descriptions, quantities, unit prices, and customer information. This template will be the cornerstone of ...