In the case of investment companies, integrating customer relationship management (CRM) systems with portfolio management ...

The program offers agents the option to select one of three CRM platforms as part of their standard monthly fee.

International expansion creates a global winery-focused software company Bellevue, WA & Milan, Italy () - OrderPort, a ...

In the G2 Summer 2025 Grid Reports, SAP Sales Cloud received top rankings among enterprise CRM and mid-market CRM vendors.

As the financial climate is becoming more competitive and has become fast paced, investment companies are in need of smart ...

Financial technology company introduces virtual AI agents to automate workflows and provide real-time insights for QuickBooks ...

According to BlackRock's Tony Kim, head of fundamental equities for the global technology team, the next big stage in AI's development will be the exploding use cases that come from the software ...

Enterprise data management (EDM) is the framework organizations use to manage data across systems, teams and workflows. It ...

Find the right customer relationship management solution for your small business with this step-by-step guide to comparing the best CRMs, in-demand features, and pricing.

Aktien » Nachrichten » CHINA REGENERATIVE MEDICINE INTERNATIONAL AKTIE » Customer Relationship Management Institute LLC: CRMI Honors 27 Service Organizations for Delivering 'World-Class ...

The department’s customer relationship management programme is aiming to change this, and create a “360 [degree] view of the customer, rationalise its technology estate and put it in the best ...