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 ...

Part 1 of this series on getting started with CRM addresses factors to consider when deciding whether the time is right to take the plunge. Once a small business decides to invest in a CRM solution to ...

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 ...

'ZDNET Recommends': What exactly does it mean? ZDNET's recommendations are based on many hours of testing, research, and comparison shopping. We gather data from the best available sources, including ...

WeChat CRM is a powerful tool for businesses to manage customers using the WeChat platform. It not only improves communication efficiency between companies and customers but also supports precise ...

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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 ...