Aside from a CRM system, you can also use Excel for a bunch of other interesting projects. Check out our dedicated post to find the top creative ways to use Excel . how to create a to-do list in Excel ...

Start up or log in to your CRM program. From the "File" or "Accounts" menu, select "Import." Use the dialog box to navigate to where you saved the Excel CSV file. Select the Excel file and click "OK." ...

Customer relationship management (CRM) is a data-based approach that businesses use to improve customer retention, loyalty, and profitability. Most large enterprises adopted CRM years ago for a ...

SmallBizTechnology looks at an inexpensive download that turns Microsoft Office Excel into a rudimentary CRM application. For beginners only. “I’ve reviewed a lot of CRM services. Most all of them are ...

This session was unusual at a Microsoft SharePoint Conference for two reasons. Firstly, the session was part of the all new “Business” track for non-technical business decision makers.