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), ...

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 ...

Scott Hebert is the Americas Chief Revenue Officer for SYSPRO, a provider of industry-built enterprise resource planning (ERP) software. In the world of enterprise software, no system stands alone.

CRM platforms integrate with Voice over Internet Protocol (VoIP) technology to create a powerful solution that will boost your customer communications. You’ll commonly find this integration in call ...

New CRM integration eliminates data silos and keeps advisors’ CRM and marketing aligned—driving faster follow-up, cleaner compliance and smarter growth Snappy Kraken, the martech innovator dedicated ...