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 ...

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 ...

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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 ...

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

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

'ZDNET Recommends': What exactly does it mean? ZDNET's recommendations are based on many hours of testing, research, and comparison shopping. We gather data from the best available sources, including ...

'ZDNET Recommends': What exactly does it mean? ZDNET's recommendations are based on many hours of testing, research, and comparison shopping. We gather data from the best available sources, including ...

The real estate business is built on trust, timing, and persistent follow ups. Deals rarely happen overnight. They grow through months of conversations, property visits, and negotiations. An agent who ...