Sales methodologies and sales force automation (SFA) are a combination that should be a natural fit. In practice, however, method support is poor in most current forms of SFA. Sales managers want ...

This guide was reviewed by a Business News Daily editor to ensure it provides comprehensive and accurate information to aid your buying decision. CRM workflows are among the most significant CRM ...

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 ...

Jetbuilt and MindCloud eliminate data silos for integrators, consultants and end users. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. Jetbuilt ...

To best leverage your customer relationship management (CRM) system, you'll need to understand the features commonly found across CRM software. Most platforms include some sort of customer contact ...

Agentic AI is shifting CRM from simple automation toward collaborative workflows, where AI handles routine tasks and humans apply judgment, context, and relationship-building. Rather than replacing ...

At a high level, financial planning isn't something that can be done with a cookie-cutter approach. Each client has different goals, values, and financial circumstances, and plans need to be carefully ...

ServiceNow NOW and Salesforce CRM are leading workflow automation platforms, helping enterprises streamline operations through cloud-based software and AI-powered tools. Platforms provided by these ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. Of course the COVID-19 disease is serious and of course smart ...

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.