CRM is a tool that allows you to provide a better customer experience. It brings all information to one place, making it easier for you to personalise your messaging and offerings. In addition, CRM ...

Retail lending operates under a web of regulations that most industries never encounter. The Truth in Lending Act, Regulation Z, fair lending requirements. Every interaction with a borrower ...

CRM implementations often fail for a simple reason — sales teams don’t see personal value in using them. This contributed piece explores how distributors can shift CRM from a management reporting tool ...

If you’ve been around long enough to see a few CRM projects come and go, then you have probably noticed a pattern. Technology changes, the logos change, and the dashboards look shinier every few years ...

For the fourth year in a row, the CRM Playaz hosted a group of leading vendor executives, industry analysts, startup and institutional investors, and thought leaders for an unscripted, organic ...

A “one size fits all” approach to CRM rarely brings substantial business value. Before proceeding with a CRM system, a company must carefully define its CRM strategy and evaluate the technology.

Creating a scalable lead generation system can help your small business grow quickly, converting leads into customers and driving new business consistently.

Imagine waking up one day and realizing your entire brokerage platform has been hacked. Client data? Gone. Trust? Broken. That’s the nightmare no broker wants. Having even one small loophole in your ...

Extensive academic research shows that the majority of mergers fail to increase shareholder value, often because the integration of acquired business units takes longer than anyone planned. So the ...