If you ask many accountants about customer or client relationship management software, many of the answers will be something like, “We don’t need CRM, we have practice management.” However, practice ...
The all-new Lawproactive system introduces a proprietary platform that cuts wasted ad spend and delivers highly qualified, ...
The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...
Los Angeles, California – November 03, 2025 – PRESSADVANTAGE – Rocket CRM has announced the introduction of its new Missed Call Text Back system, developed to enhance customer engagement, ensure ...
Salesforce CRM and Automatic Data Processing ADP have announced an ambitious collaboration to reshape the landscape of client experiences. Leveraging Salesforce's Customer 360 platform, ADP aims to ...
Think of your CRM operating model as the blueprint for how your organization manages everything connected to your customer relationship system—the people, the processes, the data, and the technology ...
Software giant Microsoft will release in the second quarter a high-profile productivity tool for Android-toting business professionals. Accompanying Microsoft’s CRM Dynamics 2012 platform update is a ...
More than a year after acquiring one of the most popular client relationship management (CRM) programs among advisors, Orion Advisor Solutions is formally connecting its client portal to Redtail CRM.
Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. I'm proud to be a certified public accountant. My profession is ...
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