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 ...

Technology leader Paiman Allage is a C-level executive at Aries TCO with 20+ years of successfully delivering intelligent solutions. Customer relationship management (CRM) tools are among the most ...

Operating a business today involves juggling sales pipelines, customer communications, and team projects, while not letting ...

Here are five fully modernized platforms, each of which could be a contender for the best CRM for sales teams.

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 ...

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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 ...

CRM systems typically have a built-in reporting engine, and some are pretty amazing considering they’re driven entirely by browser-based wizards. Most systems have some sort of dashboard system that ...

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The social CRM tools market is expected to surge from a current value of $5.5 billion, Market Research Intellect predicts.