Customer Relationship Management (CRM) platforms have become entirely different platforms, with AI being the core of ...

What is CRM software? Customer relationship management software is a sales-based tool that organizes and manages data about leads, clients, and business workflows. CRM tools can be used by sales ...

In today’s competitive business environment, B2B sales teams must adapt to ever-evolving customer needs and expectations. To ...

As the president of a digital marketing solutions company that provides a lightweight customer relationship management tool, I am often asked about CRM systems versus customer data platforms.

Running a field service business can feel like a balancing act—managing technicians, scheduling appointments, sending ...

Discover how a CRM can enhance business relationships. Learn about the benefits of CRM and how to optimize CRM strategy for better customer management. Customer relationship management software is ...

Customer experience trends like generative AI, proactive outreach and agent assist can all help organizations ensure they can attract and keep customers. Continue Reading ...

The data and reports flow through LPL platforms for easy use, including: Client relationship management tools Investment planning tools Portfolio management and monitoring tools Research and due ...