Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small ...

Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...

These challenging times bring new demands for ways to communicate and sell to your customers. Customer Relationship Management (CRM) software was originally created to build customer relationships and ...

Think of your CRM operating model as the blueprint for how your organization manages everything connected to your customer relationship system—the people, the processes, the data, and the technology ...

Put yourself in the shoes of a small business owner. One of your greatest advantages is your ability to communicate with customers in a way that large corporations can't. But all too often, your time ...

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 ...

According to a recent survey by Thomson Reuters, less than 10% of firms find their current CRM system valuable, and nearly 20% find it not effective at all. Too many firms have failed to accurately ...

Forbes contributors publish independent expert analyses and insights. The evolution of Artificial Intelligence (AI) technology is changing every industry. Leading product vendors are embracing machine ...