Nutshell reports small businesses can successfully implement CRM systems with a user-friendly approach, strategic planning, ...

A CRM system is the foundation of any successful legal marketing and business development team. This tool allows the firm to efficiently manage and nurture relationships with clients and prospects, ...

Dozens of new tech providers have entered the wealth management space in the past few years largely thanks to rapid developments in artificial intelligence that promise advisors greater workflow ...

Pricing: Offers a free CRM plan for a max of 15 users. Key features: Vtiger is a powerful AI customer relationship management tool that helps businesses align their marketing, sales and customer ...

Entries are still being accepted for InvestmentNews' 5-Star Financial Planning Softwares and 5-Star CRM Platforms. Click here to rate the softwares and platforms you worked with. As an added incentive ...

We may receive a commission from our partners if you click on a link to review or purchase a product or service. Click to Learn More Salesforce is the most popular customer relationship management ...

After you’ve evaluated the organisation’s departments and processes, the next step in building a CRM project is to build and execute an implementation plan. This plan should encompass the organisation ...

Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...

Retail CRM solutions can be generalized or industry-specific CRM software that help businesses manage retail sales operations, both online and in person. These tools are meant to streamline the ...

Siebel Systems has enlisted technology partner Sun Microsystems to help it distribute a new bite-size version of its wide-ranging customer relationship management software. As part of its utility ...

Our research shows that Zoho CRM is better than Bigin by Zoho CRM, thanks to its impressive feature catalog, robust support options, and thorough customizability. This shouldn’t be too surprising, ...

If you are a higher education CXO or in admissions and marketing, one of the primary challenges with the upcoming financial crisis is to ensure that your institution meets the enrollment goals for the ...