The acronym CRM, which stands for customer relationship management, is tossed around liberally, but it isn’t widely understood in a comprehensive way. CRM is often viewed primarily as data and ...

With one of the best document management systems in the CRM space, Apptivo is best suited to SMBs that deal with large stacks ...

Relationship management systems are the traditional hub of financial advisors' technology stacks, but new AI tools may ...

Investing in a CRM tool can be a big jump from managing customer information in worksheets and loose documents, but startups can greatly benefit from implementing this type of software. Top providers ...

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Are you feeling stressed out about making sales and keeping in touch with your customers? If so, it’s time to get tools that will help you keep track of your customers and make more sales. This is ...

Nutshell reports that startups must choose CRMs based on growth stages, ensuring alignment with current needs and planning ...

CRM software used within the nonprofit sector is designed to help organizations manage and grow their relationships with benefactors, organize outreach, and monitor activities. A CRM tool can improve ...

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 ...

A well-maintained customer relationship management system is the heartbeat of a thriving coaching business. A CRM houses customer data, but it should also tell the story of your relationships, your ...

HubSpot is a comprehensive SaaS platform that unifies marketing, content, customer service, and sales under one cohesive system. It boasts vast features, including HubSpot AI tools that help automate ...

Dr. Chris Hillman, Global AI Lead at Teradata, joins eSpeaks to explore why open data ecosystems are becoming essential for enterprise AI success. In this episode, he breaks down how openness — in ...