CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, ...

For years, customer relationship management (CRM) in law firms has often been viewed as a glorified Rolodex — a necessary but often underutilized system primarily seen as a data repository. With the ...

Winning contracts and growing your business with government stakeholders requires a well-structured approach to managing critical data and relationships while streamlining workflows and aligning ...

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 ...

From staffing to CRM integration, here’s how to run a high-performing call center that drives real business outcomes. Call center management is the backbone of effective customer service operations.

Salesforce executives at a recent press event painted a picture of an intelligent, informed virtual support agent that could dramatically alter how sales and service are conducted, signaling an ...

We recently published a list of Top 10 AI Stocks Investors are Talking About in October. Since Salesforce, Inc. (NYSE:CRM) ranks 8th on the list, it deserves a deeper look. Venu Krishna, Barclays head ...

The holiday season is no longer a frantic sprint of one-off campaigns, it’s a high-stakes, months-long journey where brands must guide customers seamlessly from discovery to purchase and beyond. Yet ...

Salesforce Inc. (NYSE:CRM) is one of the best stocks to buy according to Citadel LLC. October 15 was an important day for the company, as it held its annual Dreamforce 2025 event, during which ...

A successful CRM project balances strategy, process, technology and employee initiatives so that you address all of them within the time and resource limitations you face. I have broken these ...

Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth Practifi, the leading CRM purpose-built for wealth management ...