Rocket CRM has announced a major expansion of its platform with the introduction of Rocket CRM Marketing Automation, a set of ...

It’s everywhere. Workflows, data entry, personalisation, forecasts, lead generation, analytics, and customer journeys. It has the ability, says Infosys, to automate and orchestrate tasks while ...

I don’t know any sales rep, ever, who didn’t hate doing data entry. Sales reps want to be productive, move quickly, and spend more time talking to people, i.e. what they’re good at: selling. But ...

Editor’s note: Andy Byrne is founder and CEO of Clari, a mobile-first sales productivity platform. Prior to Clari, Andy was part of the founding teams at Clearwell Systems and Timestock, Inc. There is ...

Mobile-first shopping behaviors mean it's up to retailers to provide a mobile experience that goes beyond the typical ...

The after-sales service system records customer repair needs, the CRM system stores customer basic information and ...

Around this time for the past three years, I’ve posed a question to executives at a number of CRM vendors related to how small and midsize businesses are using CRM. In 2016 I asked why CRM adoption ...

1.1 Incomplete Customer Profile Construction, Demand Matching Failure ...

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients quicker ...