The rapid pace of technology development can be dizzying. In the professional services arena, technology is accelerating change in every department and practice and affects almost all roles and ...

As firms seek to drive business development, client engagement and revenue growth, customer relationship management needs to evolve into a strategic growth platform.

Your CRM system is only as good as the information put into it. Everyone involved in the sales process must use the system. An employee may have developed his own way of tracking leads and is ...

In today’s competitive business landscape, an efficient Customer Relationship Management (CRM) system is not just a tool ...

In other words, a powerful, intentional CRM strategy is the best avenue toward effectively utilizing that asset. If you’re not sure, ask yourself at every opportunity whether you’re getting the most ...

For many, their CRM journey began as a natural extension and coordination of their patient portal, telehealth, virtual care and digital front-door initiatives. Most soon realized the importance of ...

Integrating eMarketing and CRM isn’t just a good-to-have feature in your marketing and business development efforts; it’s essential for optimizing client outreach and maintaining data quality.

The CRM (Customer Relationship Management) Process Explained. Posted: May 24, 2025 | Last updated: May 24, 2025. Have you ever wondered what the customer relationship management process is?

For the past three years, Dorfman has sat at the helm of Bounteous’ CRM team, helping it grow from a unit of three to 13. The CRM team provides strategic services to Bounteous’ clients, including ...

Columbia Threadneedle Global Technology Growth Strategy highlighted stocks like Salesforce, Inc. (NYSE:CRM), in the second quarter 2024 investor letter.Salesforce, Inc. (NYSE:CRM) offers Customer ...