Ava Cambellini is a freelance web content writer who combines her passion for writing and technology to share the latest industry news and insights on products. Ava’s portfolio includes writing about ...

If you plan to implement CRM software to manage customer data more efficiently, streamline customer-facing operations, or drive other business improvements, it’s essential to get acquainted with the ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Customer relationship management (CRM) has been around for many years and has emerged as a ...

Imagine waking up one day and realizing your entire brokerage platform has been hacked. Client data? Gone. Trust? Broken. That’s the nightmare no broker wants. Having even one small loophole in your ...

Crowe Horwath LLP, one of the biggest accounting and consulting firms in the U.S., has chosen Templeton Solutions to help configure and implement its Microsoft Dynamics Customer Relationship ...

Jeff Cerreto is a Productivity Solutions Specialist at CDW, focusing on Microsoft 365 and Google Workspace. He has a special focus around cybersecurity and helping organizations become better ...