The Evolution of CRM: Then vs. Now (2026)
The evolution of CRM, from the Rolodex and ACT! to Siebel, the Salesforce cloud, mobile and social, and now AI and agentic CRM. Then versus now, and where it is heading in 2026.
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DataSift Offers Analytic Insight into Your Social Media Presence
The rise of social media marketing has organizations wondering how they can get real metrics out of their social media presence to determine the overall effectiveness of social strategies. We talked to DataSift CEO Rob Bailey and founder Nick Halstead to find out how they can fill this crucial role by providing across-the-board analytics and serving as the backbone to various social CRM and other applications.
Maximizer CRM Case Study: Carl Storz Endoscopy
Matthew Richards, IT manager at the Sydney-based subsidiary of the German surgical instrument maker, says the biggest users of the company’s Maximizer CRM system also happen to be its most successful sales reps.
Maximizer CRM Case Study: Smart Connection Training
The Registered Training Organisation, which offers sport and recreation, fitness and management courses from school-based to diploma level, was an existing Maximizer CRM user. After a fresh look at the market, it has stuck with Maximizer, but migrated to a subscription-based cloud service.
SharePoint Flex
SharePoint Flex is CRM software that assists users with customer and relationship management processes and tasks including account and contact management, lead and opportunity tracking, and interaction management tools. The platform provides users with customizable dashboards and is designed to integrate with Outlook, LinkedIn and MailChimp.
CRM Sharepoint Template – Make SharePoint DO Something.
As a template, our software comes ready-to-use as a turnkey CRM solution, yet it’s also configurable. Make it as easy or complex as your business needs demand. This video is an introduction of the major components and modules in this value-packed, user-friendly CRM system.
Outlook and SharePoint CRM
SharePoint CRM Template’s powerful plugin for Outlook makes managing your email communications with business contacts a breeze. Create new CRM entries from Outlook with the just the click of a button!
Sales Opportunities vs. Sales Leads – CRM for SharePoint
Something that is sometimes confusing to salespeople when using a CRM database is this question: What is a lead? Here we explain how SharePoint CRM Template can be used to manage both leads AND opportunities.
Online Database Solutions Agent Intelligence
Agent Intelligence is sales management and policy administration software designed to support insurance agents and advisors. The platform tracks multiple policy aspects, displays policies in editable policy detail pages, and is designed to track policies with multiple carriers, riders, insured individuals or beneficiaries.
JobNimbus
JobNimbus is small business CRM and project management software designed to support sales teams and project leaders through contact and task management, detailed reporting and employee management tools. The platform facilitates the user’s sales pipeline by providing simplified processes for moving contacts through sales stages, allows the users to include important and client-centric notations, and records all contact communications via email and phone calls.