The global market for banking CRM software generated $9.5 billion in sales in 2021 and is expected to grow at a compound annual rate of 15.7 percent through 2031, when it will reach $39.2 billion, ...

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 ...

Macroeconomic factors, like rising inflation and increasing global competition, led to trying times recently for professional service companies. As a result, many have been struggling to grow their ...

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 ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. So you want to get a "free" CRM application and you want to know ...

This comprehensive guide will explain how to choose a CRM system, including key factors to consider, features to look for, and what costs to expect from CRM software. With so many CRM solutions ...

There’s a lot that goes into evaluating AI CRM, which is why we’ve done some in-depth research on some of the best options to choose from. Click on the links below to get a thorough look at these ...

Redtail Technology, an industry leader in client relationship management (CRM) software, is changing the way it charges customers this week. Processing Content The company announced early last month ...

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 ...

Worldwide spending on IT—from software and services to devices and data center systems—will hit $4.7 trillion in 2023 and then reach $5.1 trillion by 2024, Gartner reports. Here’s the top five tech ...

Marketing, sales, and customer service teams require accurate, up-to-date information for effective interactions with leads and clients. However, updating records is challenging and time-consuming if ...