Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

Operational customer relationship management tools offer advanced custom workflows, visual pipelines, and day-to-day operation management tools to provide the best client experience with minimal ...

Part 1 of this series on getting started with CRM addresses factors to consider when deciding whether the time is right to take the plunge. Once a small business decides to invest in a CRM solution to ...

This guide was reviewed by a Business News Daily editor to ensure it provides comprehensive and accurate information to aid your buying decision. Customer relationship management (CRM) involves myriad ...

The best CRM software is generalized sales tools that allow businesses of all sizes to manage and track customer interactions and streamline processes. The software offers a mix of core and advanced ...

There are numerous tasks that law firms and legal companies need to complete on a regular basis. Automating as many as possible can boost efficiency and productivity. One type of automation that law ...

But CRMs are even more important now that Covid-19 continues to spread and a countless number of people are forced to work from home. With employees at home, small and medium-sized businesses should ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. “Over the past 60 years, marketing has moved from being product-centric (Marketing 1.0) to ...

Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small ...

Oracle said Monday it will ship the next generation of its sales force automation software within the next two months, as part of its annual update of its customer relationship management tools. The ...

Reynolds and Reynolds Co. will introduce a redesigned customer relationship management system for dealerships at the NADA Show on Saturday. The Dayton, Ohio, dealership management system giant said ...