Oh no, I just got word of yet another "big" change to another of the partner programs from a CRM vendor we work with. I'm not going to name the CRM vendor. But I can tell you this: you've heard of ...

CRM software transforms scattered customer data into structured insights that drive business growth. From automating workflows and enhancing team collaboration to providing data-driven insights and ...

The chastening effect of the recession has many financial services firms taking a cautious view of future CRM investments. One reason is that these firms are husbanding their resources. Another is a ...

One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager (CRM) program. This type of software, available ...

Data and artificial intelligence are crucial for effective customer loyalty programs. They are also revolutionizing the role of traditional CRM platforms. Initially, CRM systems changed business ...

The program’s aim is to help advisers streamline their practices. LPL Financial has selected Wealthbox, a provider of customer relationship management (CRM) software for advisers, to be included in ...

In the past six to eight months, there's been a lot of discussion about customer relationship management (CRM) failures. The Gartner Group found that approximately 55 percent of all CRM projects ...

eXp Realty has rolled out a new initiative that allows its agents to choose from multiple customer relationship management (CRM) systems, marking a shift in the company’s approach to technology ...

Information technology is a costly enabler of customer relationship management. But CRM programs coupled with smart technology and strategy may soon mean the end of the road for mass marketing in the ...