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 ...

Discover the benefits of social CRM and how it enhances customer relationships. Learn how crm software can improve social media strategy. A social CRM solution helps a business to more effectively ...

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 ...

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 ...

How you approach training employees on the new tool can make a difference as well. Start small by picking a team that’s open ...

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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 ...

Sales CRM and marketing automation tools aren’t just systems; they play a key role in how companies generate revenue and ...

CRM systems typically have a built-in reporting engine, and some are pretty amazing considering they’re driven entirely by browser-based wizards. Most systems have some sort of dashboard system that ...