A “one size fits all” approach to CRM rarely brings substantial business value. Before proceeding with a CRM system, a company must carefully define its CRM strategy and evaluate the technology.

Think of your CRM operating model as the blueprint for how your organization manages everything connected to your customer relationship system—the people, the processes, the data, and the technology ...

Headquartered in San Francisco, Salesforce, Inc. (CRM) is the market leader in providing on-demand CRM software for sales, marketing, customer service, and custom application development. With a ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

With today’s hectic startup landscape, entrepreneurs always seek technologies that improve operations efficiency and bring ...

Operational customer relationship management tools offer advanced custom workflows, visual pipelines, and day-to-day operation management tools to provide the best client experience with minimal ...

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 ...

Despite Salesforce's underperformance relative to the broader market over the past year, Wall Street analysts maintain a ...