Execs say DIY OpenAI connections risked pushing CRM data past the ‘trust boundary’ Salesforce users running Agentforce with ...

Cash flow isn’t just about what’s sitting in the bank today; it’s about visibility into what’s coming next. And that starts ...

The current CRM scene keeps advancing at a rapid pace, with innovative companies now leaning toward options combining ...

PRESSADVANTAGE – Rocket CRM has announced continued development and refinement of its marketing automation system, reflecting broader changes in how organizations manage communication, engagement ...

CRM and customer experience (CX) vendors are retooling their platforms to better integrate with existing business applications without employees realizing they’re using generative AI-powered ...

The best CRM for QuickBooks integration is Method CRM, offering real-time two-way data sync with the popular accounting software for everything from customers and invoices to leads and payments.

The customer relationship management (CRM) software market is on an impressive growth trajectory, with projections indicating a leap to over $48 billion in revenue by the end of 2024. This upward ...

New CRM integration eliminates data silos and keeps advisors’ CRM and marketing aligned—driving faster follow-up, cleaner compliance and smarter growth Snappy Kraken, the martech innovator dedicated ...

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...

Today’s companies demonstrate remarkable ingenuity in increasing their efficiency by focusing on key aspects such as client relationship management (CRM) and sales processes. As an entrepreneur, I’ve ...

Salesmate stands out with its modern interface, robust automation features, and comprehensive sales tools. While it may be ...

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 ...