• CRM Growth Driven by Compliance Needs and Privacy Laws Shaping Data Protection and Operational Efficiency • CRM Tools Drive Efficiency and Innovation Across ...

Workbooks CRM is an impressive all-in-one solution that combines robust functionality with ease of use and affordability. Its ...

Customer relationship management (CRM) software is a set of tools that help businesses track and manage customer interactions. The best CRM software can help businesses to better understand their ...

Capture key details from every customer conversation and keep recurring payments on schedule effortlessly. Bitrix24 CoPilot ...

Head of Marketing at CRMNEXT, a specialist CRM solutions company serving some of the world's largest and fastest-growing brands. What has happened to CRM? The purpose of customer relationship ...

If you ask many accountants about customer or client relationship management software, many of the answers will be something like, “We don’t need CRM, we have practice management.” However, practice ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

CRM software solutions with built-in project management tools help streamline client relationships and task management. Explore our top picks for the best CRM solutions with project management. When a ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

On January 28, 2021 the Journal of the Academy of Marketing Science published an article about a new approach that could replace the old CRM models. The new Customer Portfolio Management (CPM) model ...