Rocket CRM has announced an expansion of its workflow intelligence features, enhancing its CRM automation system to better support businesses in managing the entire customer lifecycle. This ...

Fintech firms launch new AI tools and partnerships for wealth management advisors across CRM systems and discovery platforms ...

Yes, a CRM will tell you a particular product demo was delivered. But does it offer clarity into how the demo was received from the customer’s point of view? The answer lies in emotional intelligence ...

While the market hovers near all-time highs, not every group of stocks has been a winner. In fact, there has been a brutal ...