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 ...

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 ...

The best CRM software is generalized sales tools that allow businesses of all sizes to manage and track customer interactions and streamline processes. The software offers a mix of core and advanced ...

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 ...

Asia's digital economy has seen remarkable expansion in recent years. Automation, artificial intelligence, and improved ...

But CRMs are even more important now that Covid-19 continues to spread and a countless number of people are forced to work from home. With employees at home, small and medium-sized businesses should ...

There are numerous tasks that law firms and legal companies need to complete on a regular basis. Automating as many as possible can boost efficiency and productivity. One type of automation that law ...

Nimble CRM stands out from traditional customer relationship management software by focusing on company-wide operations rather than just sales. In September, the platform introduced a major upgrade ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. “Over the past 60 years, marketing has moved from being product-centric (Marketing 1.0) to ...

Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small ...

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Reynolds and Reynolds Co. will introduce a redesigned customer relationship management system for dealerships at the NADA Show on Saturday. The Dayton, Ohio, dealership management system giant said ...