The chastening effect of the recession has many financial services firms taking a cautious view of future CRM investments. One reason is that these firms are husbanding their resources. Another is a ...

The program’s aim is to help advisers streamline their practices. LPL Financial has selected Wealthbox, a provider of customer relationship management (CRM) software for advisers, to be included in ...

Customer relationship management (CRM) is much more than just contact management. Using Salesforce’s definition, Corey Cox, vice president of information systems at Tandent NationaLease, told a recent ...

CRM systems and software allow you to store customer data, pipeline and lead information, and other crucial details about your buyers in one place. Centralizing this data is one of the core benefits ...

Customers’ expectations of brands are changing at a rapid rate, especially as choices expand. Are customer relationship management (CRM) programs keeping pace? With multiple analysts estimating 20%-70 ...

Data and artificial intelligence are crucial for effective customer loyalty programs. They are also revolutionizing the role of traditional CRM platforms. Initially, CRM systems changed business ...

Are you looking for programs that can consistently provide you with a return on investment of 100 percent or more? If so, talk to your (wait for it)…marketing department about customer relationship ...

eXp Realty has rolled out a new initiative that allows its agents to choose from multiple customer relationship management (CRM) systems, marking a shift in the company’s approach to technology ...

In the past six to eight months, there's been a lot of discussion about customer relationship management (CRM) failures. The Gartner Group found that approximately 55 percent of all CRM projects ...

Information technology is a costly enabler of customer relationship management. But CRM programs coupled with smart technology and strategy may soon mean the end of the road for mass marketing in the ...

Part 1 of this two-part series takes a look at the state of online bill payment in terms of consumer adoption and market momentum. Paying bills with a few computer clicks sounds like a great idea for ...