CRM software transforms scattered customer data into structured insights that drive business growth. From automating workflows and enhancing team collaboration to providing data-driven insights and ...

Despite the remaining skepticism, more and more businesses understand the importance of investing in a reliable customer relationship management solution. According to the study by SuperOffice, the ...

The program’s aim is to help advisers streamline their practices. LPL Financial has selected Wealthbox, a provider of customer relationship management (CRM) software for advisers, to be included in ...

Joty Allison shares his tips for creating strong development programs and customer relationship management tools to fuel ...

The chastening effect of the recession has many financial services firms taking a cautious view of future CRM investments. One reason is that these firms are husbanding their resources. Another is a ...

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 ...

eXp Realty has rolled out a new initiative that allows its agents to choose from multiple customer relationship management (CRM) systems, marking a shift in the company’s approach to technology ...

Information technology is a costly enabler of customer relationship management. But CRM programs coupled with smart technology and strategy may soon mean the end of the road for mass marketing in the ...

In the past six to eight months, there's been a lot of discussion about customer relationship management (CRM) failures. The Gartner Group found that approximately 55 percent of all CRM projects ...

Loyalty As A Service While CardStar mobilizes the loyalty cards for already establish programs, the new Mobile Loyalty Solution from the Enterprise Mobility Solutions division of Motorola, can act as ...