Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

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 ...

This guide was reviewed by a Business News Daily editor to ensure it provides comprehensive and accurate information to aid your buying decision. Customer relationship management (CRM) involves myriad ...

Contact management is crucial for businesses as it centralizes and organizes information about customers, partners and suppliers. By maintaining a well-structured contact management system, companies ...

Operating a business today involves juggling sales pipelines, customer communications, and team projects, while not letting ...

Nimble CRM stands out from traditional customer relationship management software by focusing on company-wide operations rather than just sales. In September, the platform introduced a major upgrade ...

There are numerous tasks that law firms and legal companies need to complete on a regular basis. Automating as many as possible can boost efficiency and productivity. One type of automation that law ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. “Over the past 60 years, marketing has moved from being product-centric (Marketing 1.0) to ...