Your article was successfully shared with the contacts you provided. Customer relationship management systems, or CRMs, are a critical tool for independent financial advisors to keep track of their ...

Ava Cambellini is a freelance web content writer who combines her passion for writing and technology to share the latest industry news and insights on products. Ava’s portfolio includes writing about ...

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

If you plan to implement CRM software to manage customer data more efficiently, streamline customer-facing operations, or drive other business improvements, it’s essential to get acquainted with the ...

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

A Customer Relationship Management (CRM) system can be an extremely profitable investment for any business. In fact, research indicates that a CRM solution may yield a return of up to $8.71 for every ...

In the quest to implement a successful CRM initiative, executives can learn a lesson from the cradle-to-grave product development philosophy. But it requires a change in thinking and a willingness to ...

When CRM implementations fail, it’s often because the product and its setup process are too complicated, time-consuming, and difficult for users to buy in. Did you know that anywhere between 50% and ...

NEW DELHI (ZDNet India)--Enthused by the latest CRM technology, companies are scrambling to implement CRM solutions and integrate all their customer contact points. The objective? Leverage information ...

CRM deployments heavily doused with artificial intelligence how-to features may be bucking a continuing consumer preference for human support over AI-powered solutions. Despite the growing emphasis on ...

October 02, 2001, 2:00 a.m. EDT 14 Min Read With such a pattern in place, warning signals are evident, Braccia says. "You could end up going down this path of continuous development, and you go into a ...