NetSuite, a provider of hosted customer relationship management software, plans to debut an updated version of its services Thursday that aims to give users more powerful tools to sort data. NetSuite ...

With the renewed push for more of the services we use everyday to be accessible online and in a non-physical way, a company out of Switzerland that builds tools for financial services companies to ...

Rocket CRM has introduced new advancements to its platform designed to transform the way organizations approach Marketing ...

Rocket CRM has announced the release of expanded automation tools designed to advance customer relationship management and support Marketing Automation initiatives. These developments aim to help ...

Rocket CRM has released a set of enhancements to its marketing automation system within its customer relationship management ...

If your organization isn’t tapping into the benefits of customer relationship management, it could fall behind the competition. Many business owners are already aware of Customer Relationship ...

QuickBooks - By centralizing customer data, enabling intelligent lead tracking, personalizing engagement, and automating workflows, it delivers a comprehensive solution for modern businesses. The ...

Once a promising but mostly supportive tool, artificial intelligence now stands at the center of how businesses manage and interpret customer data. Its capabilities are reshaping industries, enabling ...

The customer experience arms race—the drive for businesses to give customers more and more convenience, speed, and personalized service—has created an overwhelming tsunami of tools, apps, and data ...

Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...