Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

Chitiz Agarwal aka Kumar is a Salesforce.com evangelist with 14 yrs of IT experience. He is the founder and CEO of Techila Global Services. Customers were, are and will always be at the heart of any ...

Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

Zoho CRM is a Customer Relationship Management (CRM) solution that has over 150,000 customers. It offers key features for lead capture, contact and deal management, communication channels, workflow ...

Personal customer relationship management (CRM) software helps individual users organize, manage, and track their contacts, schedules, and communications. These platforms possess features like a ...

Dr. Chris Hillman, Global AI Lead at Teradata, joins eSpeaks to explore why open data ecosystems are becoming essential for enterprise AI success. In this episode, he breaks down how openness — in ...

The Test Drive feature lets you see aspects of the Microsoft Dynamics CRM as part of a guided tour. The Test Drive for Microsoft Dynamics CRM is role-based, so you see different screens and tip boxes ...