Cash flow isn’t just about what’s sitting in the bank today; it’s about visibility into what’s coming next. And that starts ...

Execs say DIY OpenAI connections risked pushing CRM data past the ‘trust boundary’ Salesforce users running Agentforce with ...

As AI becomes embedded across CRM workflows, the challenge in 2026 shifts from adoption to execution, forcing organizations ...

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 ...

CRM and customer experience (CX) vendors are retooling their platforms to better integrate with existing business applications without employees realizing they’re using generative AI-powered ...

The customer relationship management (CRM) software market is on an impressive growth trajectory, with projections indicating a leap to over $48 billion in revenue by the end of 2024. This upward ...

The best CRM for QuickBooks integration is Method CRM, offering real-time two-way data sync with the popular accounting software for everything from customers and invoices to leads and payments.

When you look at the modern business environment, you will see how growth no longer depends only on marketing reach or ...

For years, customer relationship management (CRM) in law firms has often been viewed as a glorified Rolodex — a necessary but often underutilized system primarily seen as a data repository. With the ...

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

As enterprises modernize, the question is no longer whether to use SAP or non-SAP tools, but how to make them work together ...