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Rocket CRM has announced an expansion of its workflow intelligence features, enhancing its CRM automation system to better support businesses in managing the entire customer lifecycle. This ...

Rocket CRM has announced a major expansion of its platform with the introduction of Rocket CRM Marketing Automation, a set of capabilities designed to streamline workflows, reduce repetitive tasks, ...

Rocket CRM today announced the launch of its enhanced CRM automation system, marking an important advancement in how the company supports businesses in managing customer relationships, sales pipelines ...

It's helpful, then, for financial advisors to establish and maintain written workflows to help them stay organized. At the very least, solo and small ensemble advisors can use checklists to stay on ...

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At its Knowledge 2025 event last week, ServiceNow unveiled a new AI-powered CRM platform and an increased focus on the CRM market that challenges traditional approaches and established leaders.