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 ...

After examining 44 CRM platforms using our proprietary rubric and performing hands-on software testing, Forbes Advisor’s top ...

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 ...

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...

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 ...

eWEEK content and product recommendations are editorially independent. We may make money when you click on links to our partners. Learn More. Maximizing the value of an enterprises customer ...

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 ...

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 ...

Microsoft has posted a preview as to what's going to be in the next version of its Dynamics CRM product. The cloud version -- CRM Online -- is going to be first to get a number of new updates, ...

Learn the top features offered in mobile CRM applications, plus how to use them, their benefits and which providers offer mobile apps. Benefits of mobile CRMs Drawbacks of mobile CRMs Enhances ...