In my last article, I provided an overview of social CRM and walked through a core use case -- customer service (see How Social CRM Improves the Customer Service Lifecycle). In this post, I want to ...

Wealthbox, the highest-rated CRM software for financial advisors, today announces its AI Notetaker is now available, following a successful pilot program. This marks the debut of the first ...

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 ...

It’s the catch-all department in many companies where top sales funnel activities like lead and demand generation are found, or lower sales funnel strategies including pre-sales support, pricing ...

In the evolving landscape of legal business development, it’s essential for law firms to adapt and integrate modern tools. One such tool, the CRM system, often remains underutilized. However, when ...

Integrating eMarketing and CRM isn’t just a good-to-have feature in your marketing and business development efforts; it’s essential for optimizing client outreach and maintaining data quality.

Software giant Salesforce ($CRM) has expanded partnerships with OpenAI (PC:OPAIQ) and Anthropic (PC:ANTPQ) to integrate their ...