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 ...

Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, ...

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 ...

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.

Google Ads added Zoho CRM as an official data source within its Data Manager, allowing advertisers to directly import customer and conversion data to power key campaign features. What’s new.

Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

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 ...

Spherexx.com®, a 25-year pioneer in data science and PropTech, is celebrating a new profit center milestone in multifamily ...

We came across a bullish thesis on Salesforce, Inc. on LongYield’s Substack. In this article, we will summarize the bulls’ ...

Powered by JunieAI, the AI CRM automates investor relations workflows to help IR teams raise more capital and strengthen LP relationships ...

Juniper Square, the fund operations partner to more than 2,000 private markets GPs, today announced a new collaboration with BlackRock Aladdin to integrate Preqin data into its AI CRM for Investor ...