CRM systems fail when they're not utilized correctly or when businesses choose the wrong CRM solution. Learn how to implement ...

Luxury Presence’s new artificial intelligence–driven Presence CRM platform is scheduled to roll out in February.

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

Discover the four types of CRM software available and learn how to choose the right one for your business needs. Explore key considerations and features to make an informed decision. All customer ...

Customer relationship management (CRM) software is a critical tool for driving sales and interacting with potential or current customers. The best CRMs help you organize and store all of the data that ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

With over 1.6 million contributions, FeaturedCustomers provides authenticated customer references to help digital leaders make the right purchasing decisions White Paper How to Outsmart the AI Bot ...

We recently published 11 Stocks on Jim Cramer’s Radar. Salesforce, Inc. (NYSE:CRM) is one of the stocks on Jim Cramer radar.

When it comes to customer relationship management (CRM) software, Salesforce is usually top of mind. Two decades ago, the cloud giant pioneered new way to deliver software over the cloud via ...