An insurance customer relationship management (CRM) software is a solution that helps insurance agencies, providers, or brokers manage all business tasks while maintaining high customer service. From ...

Achieva focuses on delivering seamless AI integration that strengthens sales, service, and marketing performance across the customer lifecycle for enterprises using Salesforce. For Insurance carriers ...

Zurich Insurance Group has over 55 million customers around the world. The insurer built an AI tool into its agents' workflow to increase customer loyalty. This article is part of "Build IT: ...

We evaluate customer relationship management (CRM) software across five core categories using the following criteria for each, as summarized below: Following an in-depth evaluation, our experts score ...

HubSpot is a versatile yet simple CRM platform used by more than 200,000 businesses across the globe. It can serve as a central, online platform for sales, marketing, customer service, and operations ...

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

Whether you need a CRM for sales, customer service, or marketing, we've got the examples to get you started. We may receive a commission from our partners if you click on a link to review or purchase ...

Choosing a CRM for your small business can feel daunting, with many options and factors to consider. However, if you follow a few best practices, the process can be straightforward and productive — ...

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 ...