There’s little question for most companies whether they will use cloud-based CRM solutions. Even before the pandemic made on-premises installations of CRM or other software much more challenging, ...

AgencyBloc, the #1 Recommended Insurance Industry Growth Platform, announced today that it has been named Cloud CRM Solution of the Year by The Cloud Awards. The recognition honors the company's AMS+ ...

SAP has always been a leading provider of CRM software. However, SAP’s strategy has shifted toward a software-as-a-service (SaaS) model through which it plans to close the gap between its offerings ...

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

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Advisers using the new integration will be able to seamlessly transfer ...

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 ...

Salesforce CEO and Chairman Marc Benioff on Wednesday kept the tent revival feel of Dreamforce 2010 rolling with an on-stage cloud CRM customer conversion. While the converted may not have been an ...