For years, customer relationship management (CRM) in law firms has often been viewed as a glorified Rolodex — a necessary but often underutilized system primarily seen as a data repository. With the ...

We may receive a commission from our partners if you click on a link to review or purchase a product or service. Click to Learn More Artificial intelligence (AI) features have been added to business ...

Using a CRM system gives businesses the tools to improve their customer relationships, streamline their sales processes and leverage the platform to achieve success. Customer relationship management ...

Abstract: Customer Relationship Management (CRM) systems have come a long way in their evolutionary life cycle. From being used as a mere Rolodex of customer information, they have transformed into ...

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 ...

Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth Practifi, the leading CRM purpose-built for wealth management ...

CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, ...

Developing personalized experiences with your customers is pivotal to establishing a well-loved and long-lasting brand. Customers don’t want to feel like they’re just another number in your business’s ...

Salesforce executives at a recent press event painted a picture of an intelligent, informed virtual support agent that could dramatically alter how sales and service are conducted, signaling an ...

The holiday season is no longer a frantic sprint of one-off campaigns, it’s a high-stakes, months-long journey where brands must guide customers seamlessly from discovery to purchase and beyond. Yet ...