A new era of customer relationship management is emerging, with a focus on innovative design and strategic platform goals. Businesses rethinking their use of these platforms can improve profit margins ...

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 ...

CRM platforms integrate with Voice over Internet Protocol (VoIP) technology to create a powerful solution that will boost your customer communications. You’ll commonly find this integration in call ...

Your in-depth guide to the best CRM platforms that integrate with Xero, including features, pros and cons, and pricing. For small and scaling businesses, CRM software is no longer “nice to have”.

CRM helps, but healthcare AI needs context, compliance, collaboration and continuous learning to transform patient care.

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A customer relationship management (CRM) database is a resource that contains all customer data that all departments within an organization can access. These data include customer information, sales ...

Data and artificial intelligence are crucial for effective customer loyalty programs. They are also revolutionizing the role of traditional CRM platforms. Initially, CRM systems changed business ...

Apptivo offers a comprehensive suite of tools for contact management, lead tracking, opportunity management, and sales forecasting, all within a highly customizable interface.