Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

That's why customer lifetime value (CLV) has become a strategic priority for high-performing businesses. And with AI-driven ...

Using a CRM system gives businesses the tools to improve their customer relationships, streamline their sales processes and leverage the platform to achieve success. Customer relationship management ...

Rocket CRM has introduced new advancements to its platform designed to transform the way organizations approach Marketing Automation. The updates focus on enhancing automation, improving data accuracy ...

Managing the customer relationship is one of the most critical elements of gaining and increasing loyalty, and yet can be the most difficult for hospitality chains to master, as customers interact ...

Rocket CRM has released a set of enhancements to its marketing automation system within its customer relationship management ...