Pipeline is among the best sales CRMs because of its interface. It optimizes a clean, drag-and-drop pipeline interface that helps automate basic sales tasks. This feature frees up valuable time and ...

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 ...

That said, finding the top CRM tools can feel overwhelming at first glance. Narrowing it down, there are five worth reviewing ...

The fast changing digital economy also sees business increasingly discover that it is not enough to sell products in order to become successful, it is necessary to establish relationships. Each […] ...

Rocket CRM, a technology provider, has introduced enhancements to its CRM automation system, designed to streamline customer relationship management and improve operational efficiency for businesses ...

Dozens of new tech providers have entered the wealth management space in the past few years largely thanks to rapid developments in artificial intelligence that promise advisors greater workflow ...

In general, CRM is for managing a company’s relationships and interactions with existing and prospective customers. Its goal is to improve relationships by helping a business stay connected to its ...

By combining claims, EHR and demographic data, machine learning models can anticipate when a member is likely to experience a ...

This internally focused approach suffers from low user adoption, poor data hygiene, and end-user work arounds that add friction to customer relationships and hinder the customer interaction tracking ...

AI-powered BI is transforming ERP and CRM systems, driving automation, predictive insights, and smarter decisions across ...

Before adding AI to your CRM, fix the work behind it. This practical framework helps align people, process and platforms for ...