If you ask many accountants about customer or client relationship management software, many of the answers will be something like, “We don’t need CRM, we have practice management.” However, practice ...

Worldwide competition and client demand for quality service have redefined the requirements for customer relationship suite providers and have promoted the emergence of "back office integrated" CRM ...

business.com’s team of experts regularly test, evaluate and compare business solutions to identify the best software and services across industries. These independent investigations involve extensive ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

The best CRM software is generalized sales tools that allow businesses of all sizes to manage and track customer interactions and streamline processes. The software offers a mix of core and advanced ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Forbes contributors publish independent expert analyses and insights. Attracting high-paying clients by marketing with a book and a speech. Don’t lump those five segments in one MS Outlook or Constant ...

Growing businesses face unique challenges and pressures. Ramping up employee numbers and boosting revenue while running your business can be challenging. However, marketing and selling efficiently ...

PRESSADVANTAGE – Rocket CRM has announced the launch of an innovative communication tool designed to address missed customer interactions, further enhancing operational efficiency for businesses of ...

Jeff is a writer, founder, and small business expert that focuses on educating founders on the ins and outs of running their business. From answering your legal questions to providing the right ...

The Customer Relationship Management (CRM) market is heating up, with most of the major software vendors touting their own solutions. Most businesses face a similar challenge -- how do you manage the ...