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

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

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

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 ...

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

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

The certified NFSB Customer Experience Management Professional (CEMPRO) award was established in 2010 to provide best-in-class training curricula for organizations who want to certify that their ...

Creatio said it won’t charge separately for AI capabilities but will include all agents and features in the core platform.

Force Motors partners with Zoho for end-to-end digital transformation across its dealer network using CRM, DMS, and AI-powered applications. This collaboration aims to enhance customer experience and ...

Growing organizations can capitalize on emerging technologies even more than enterprises, says Verizon’s Aparna Khurjekar.