Erica Bell is a small business writer who focuses on topics such as cloud-based business software. She is a web content writer for Business.com Considering moving to the cloud? Cloud-based systems ...

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 ...

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 ...

Web-based CRM also enables agents to escalate calls to more experienced employees. For example, Oracle (Redwood City, CA) works with the US Navy's Department of Personnel, which opened a call center ...

Salesforce.com's planned expansion into a new market may be its biggest challenge yet. The company, which offers a service that allows salespeople to track leads and account information online, plans ...

There are many ways to make a bad technology decision for a customer relationship management (CRM) system, but only a few ways to make a good one. More often than anyone would like to admit, the ...