Marketing technology in a professional services firm typically includes three main systems: Client Relationship Management (CRM), eMarketing or Marketing Automation systems and the firm’s website.

Discover how CRM integration with other systems can enhance data synchronization, automate workflows, and improve reporting. CRM software can be a powerful marketing, sales, and service solution by ...

The future of customer relationships depends more on context than transactions. And this trend is accelerating, driven by the integration of social media into customer relationship management (CRM), ...

LinkedIn logo is seen displayed on a phone screen. So will LinkedIn finally integrate with your Customer Relationship Management system? Well...kind of and maybe. And only if you have either ...

Over the next five years, companies will spend $150 billion to reinvent sales, marketing and service. Customer relationship management (CRM) is the hub of this turning wheel, and data is the axle.

With an abundance of consumer data generated daily, business owners are witnessing a more complex business environment than ever post-pandemic. If customer information is not handled properly, it will ...

Financial planning checklist and flowchart provider fpPathfinder is integrating with Wealthbox, a CRM software developer, to provide advisors using both services with financial planning checklists ...

SAN FRANCISCO--(BUSINESS WIRE)--Copper is pleased to announce that it has partnered with Square on a first-of-its-kind integration to manage invoicing and payments directly inside of Copper CRM.