Rocket CRM has announced developments in its marketing automation capabilities, reflecting broader trends in how organizations coordinate communication workflows, manage engagement processes, and ...

In general, CRM is for managing a company’s relationships and interactions with existing and prospective customers. Its goal is to improve relationships by helping a business stay connected to its ...

CRM systems should indeed contain the basics, he said: including a client's name, contact information, the opportunities they’re looking for, as well as their financial data and recent activity and ...

In today’s competitive market, customer relationship management (CRM) tools have become vital for streamlining operations, managing customer relationships and driving business growth. However, as ...

Veeva Systems (NYSE: VEEV) today announced that Novo Nordisk's International Operations business unit has committed to use ...

As enterprises scale, managing large and complex sales processes requires advanced tools that not only streamline operations but also enable data-driven decision-making. Sales automation software is ...

Dozens of new tech providers have entered the wealth management space in the past few years largely thanks to rapid developments in artificial intelligence that promise advisors greater workflow ...

business.com’s team of experts regularly test, evaluate and compare business solutions to identify the best software and services across industries. These independent investigations involve extensive ...

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.

Discover the best small business CRM for your team. Compare pricing and features to find the right fit for customer relationship management. Customer relationship management software that caters to ...

Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...