Workbooks is pushing its CRM deeper into the AI era, positioning automation as a way to remove friction from everyday selling ...
By aligning marketing, sales and CX within a single platform, businesses can transform isolated efforts into a cohesive, high-performing growth engine.
Optimizing your CRM data requires making sure your data is crucial, correct, and consistent — or what I like to call, “the three C’s.” Unfortunately, far too many companies have data that’s neither ...
Nutshell reports small businesses can successfully implement CRM systems with a user-friendly approach, strategic planning, ...
Want smarter insights in your inbox? Sign up for our weekly newsletters to get only what matters to enterprise AI, data, and security leaders. Subscribe Now According to a new report from Validity, 76 ...
Next-generation CRM solutions prioritise data security, ensuring customer trust and compliance while managing sensitive ...
Michelle Feinstein details how wealth firms transform CRM systems from basic records into AI-powered hubs that boost ...
Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. In the end, and regardless of what all the vendors of customer ...