“Throughout the development process, we've looked carefully at feature requests and suggestions from our users that have gathered the most support,” Brian McLaughlin, CEO of Redtail Technology, said. ...

The new software, unveiled at the company's SAP Influencer Summit conference in Boston, also offers streamlined sales, marketing and customer service business processes, said Bob Stutz, SAP senior VP ...

NASHVILLE, Tenn.--(BUSINESS WIRE)--360 View, a trusted provider of customer relationship management software for financial institutions, announced today the release of the official update to their ...

Zoho, which provides a bevy of business applications on demand, is getting design religion as it plans to gussy up its portfolio starting with its customer relationship management offering. The ...

Redtail Technology and Morningstar have partnered to integrate proprietary investment research and portfolio analytics within new client relationship management (CRM) software tools for advisers.

Salesforce.com lifted the curtain on Salesforce Lightning today, the completely redesigned version of its core CRM product. As is often the case with Salesforce, the announcement included several ...

Operating a business today involves juggling sales pipelines, customer communications, and team projects, while not letting slip away the growth from the mind.

Through thoughtful design and implementation, companies can leverage the full potential of AI to deliver solutions that are powerful, accessible, and resonant with users. The Fast Company Executive ...

Today, CRM security has to be by design, integrated throughout platforms with end-to-end encryption, role-based access controls and consistent threat monitoring. Automated risk-based access controls ...