Sales dashboards are analytic tools designed to allow your business to track, manage, and visualize valuable insights into how your team is performing during a given time period. There’s no point in ...

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 ...

CRM systems fail when they're not utilized correctly or when businesses choose the wrong CRM solution. Learn how to implement ...

The introduction of AI into common business use has brought solutions to a variety of once tedious time sinks in sales and marketing. Customer relationship management (CRM) in particular stands to ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. This article is more than 3 years old. Customer service software ...

Before you commit to a customer relationship management platform, make sure it has the features you need to grow your business and get the most out of your investment. Nearly all companies using CRMs ...

Discover the four types of CRM software available and learn how to choose the right one for your business needs. Explore key considerations and features to make an informed decision. All customer ...

What's the latest on benefits of CRM software? Vendors get their say. Customer relationship management (CRM) platforms are used to manage the relationships a brand has with its customers throughout ...

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 ...

Nethaji Kapavarapu is Sr. Tech Architect at Kyra Solutions with expertise in cloud CRM, AI platforms and government digital transformation. Public sector organizations are under growing pressure to ...