From staffing to CRM integration, here’s how to run a high-performing call center that drives real business outcomes. Call center management is the backbone of effective customer service operations.

Winning contracts and growing your business with government stakeholders requires a well-structured approach to managing critical data and relationships while streamlining workflows and aligning ...

Working with a customer relationship management (CRM) tool is the fastest way to develop a custom strategy for any business. In the past, CRMs were always considered tools for sales. However, today, ...

Discover how relationship management strengthens business ties, boosts brand loyalty, and mitigates risks through effective ...

In 2017, Gartner predicted customer relationship management strategy (CRM) would become the largest and fastest-growing software market. Experts were already reporting a transformative culture shift ...

CHICAGO--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth management firms, today announced its commitment to integrating artificial intelligence (AI) across its platform, ...

I’ve seen firsthand how the right technology can transform an RIA firm. On top of the benefits to advisors’ day-to-day work, a modernized tech stack has become table stakes in the M&A deal room. Deal ...

Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” second quarter 2024 investor letter. A copy of the letter can ...

Salesforce Inc. (NYSE:CRM) is one of the best stocks to buy according to Citadel LLC. October 15 was an important day for the company, as it held its annual Dreamforce 2025 event, during which ...

Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth Practifi, the leading CRM purpose-built for wealth management ...