Some CRM platforms tend to slow their team down. As a result, platforms that help you get the job done without making things more difficult are the most popular options. This tech should be simple to ...

Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

The first few months of the year 2020 were exceedingly hectic for everyone involved. On a personal level, COVID lockdowns completely changed people’s plans, routines, and established systems. On a ...

A business that retains its client base can often mean much more than expansion and earnings alone. Some experts may emphasize revenue when considering longevity, but a high-quality company is hardly ...

Who Is Salesforce CRM For? Salesforce is a powerhouse platform ideal for companies that want to see better results from their sales and marketing efforts. You can run multichannel campaigns through ...