As the financial climate is becoming more competitive and has become fast paced, investment companies are in need of smart methods of delivering results and sustaining good client relations. Customer ...

Customer relationship management (CRM) is a data-based approach that businesses use to improve customer retention, loyalty, and profitability. Most large enterprises adopted CRM years ago for a ...

When it comes to the meat of CRM data, though—contacts, relationships, accounts, deals, ... If your organization puts support and professional services at the top of the power structure, ...

CRM systems became a mainstay when the world realized what data and smart analytics could do together—but even today, the most popular software options haven’t reached their full potential. 33 percent ...

But in the end, my CRM system is just a database. So what I would really like is to get quick access to the exact data I need just by asking. Once that happens, our reporting issues will no longer ...

True Influence. Brands like Adobe, Staples and SAP use True Influence's "triangulation" tools to help marketing and sales people leverage their CRM data to identify the intent of B2B decision ...

For many years, the concept of “business intelligence” for Foremost Insurance sales agents meant getting 1,000-page monthly reports from headquarters — and stuffing them into the trunks of ...