Rocket CRM today announced the launch of its enhanced CRM automation system, marking an important advancement in how the company supports businesses in managing customer relationships, sales pipelines ...

Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, ...

Efficient customer billing isn’t just about keeping the books in order—it plays an essential role in customer satisfaction, retention, and overall business intelligence. When billing systems work ...

CRM platforms integrate with Voice over Internet Protocol (VoIP) technology to create a powerful solution that will boost your customer communications. You’ll commonly find this integration in call ...

When it comes to letting advisors choose their own technology stack, TD Ameritrade Institutional is leading the way. The company’s Veo Open Access is considered by many to be the gold standard for an ...

According to contact center software firm Playvox, to provide a true omnichannel experience, brands today recognize the need to assist customers in the platforms where they feel most comfortable. This ...

Microsoft plans to integrate the Web-based version of its customer relationship management product, Dynamics CRM Online, with its enterprise resource planning and accounting software, Dynamics GP, ...

Man GLG holds $353.09 million worth of Salesforce, Inc. (NYSE:CRM) stock, representing 0.67% of its 13-F portfolio as of Q2 ...

Microsoft has integrated Twitter functionality into its customer relationship management software. The company announced on Friday that its Dynamics CRM software will have a 'Social Networking ...