CRM platforms integrate with Voice over Internet Protocol (VoIP) technology to create a powerful solution that will boost your customer communications. You’ll commonly find this integration in call ...

Katherine Haan is a former financial advisor turned small business coach. Katherine holds an MBA, and is a former staff writer for Fit Small Business. She is a regular contributor to Forbes and ...

New CRM integration eliminates data silos and keeps advisors’ CRM and marketing aligned—driving faster follow-up, cleaner compliance and smarter growth Snappy Kraken, the martech innovator dedicated ...

ACT! CRM offers a comprehensive solution for small to medium-sized businesses, combining traditional contact management strengths with modern marketing automation. Its flexibility and customization ...

Most people associate payment processing with back-office work handled by enterprise resource planning (ERP) systems and billing departments. But today, the tie-in to CRM systems is significant, ...

Workbooks CRM is an impressive all-in-one solution that combines robust functionality with ease of use and affordability. Its ...

AI won’t fix customer experience if phone systems and CRM platforms don’t share real-time context. Integrating them first ...

As customer relationship management (CRM) platforms have become increasingly common in the enterprise, so have the number of integrations and functionality of the software. Naturally, integration of ...

Enterprise sales organizations operate in an environment defined by scale, complexity, and constant pressure to deliver ...