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 ...

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 ...

We may receive a commission from our partners if you click on a link to review or purchase a product or service. Click to Learn More Artificial intelligence (AI) features have been added to business ...

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

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 ...

Salesforce, Inc. (NYSE:CRM) ranks among the best fundamental stocks to buy right now. Salesforce, Inc. (NYSE:CRM) presented a strategy vision focused on business transformation and AI integration at ...

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 ...

A “one size fits all” approach to CRM rarely brings substantial business value. Before proceeding with a CRM system, a company must carefully define its CRM ...

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 ...