Relationships are the cornerstone of any successful business, underpinning everything from consumer loyalty to strategic partnerships. With the rapid advancement in technology, companies now have ...

If you are trying to manage relationships with many outside vendors through emails and phone calls, eventually an important file is going to go astray or something else critical is going to fall ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

I’ve been writing and editing technology articles for more than seven years, most recently as part of PCMag's software team. I am responsible for content in the AI, financial, graphic design, ...

The best contact management software is Zoho CRM, offering an affordable platform with lots of features aimed at helping you track and analyze contact data, including list segmentation and automated ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

If your organization isn’t tapping into the benefits of customer relationship management, it could fall behind the competition. Many business owners are already aware of Customer Relationship ...

CRM Software ... let's talk about the 3 essentials! Most people refer to the acronym CRM as Customer Relations Management. However, to be perfectly clear, a CRM is for more than managing CUSTOMER ...

ASPORA.com introduced a Web-based contact relationship management system, powered by Scout Solutions' Aptus. McGuireWoods also brought aboard Aptus. Interface Software is shipping its InterAction ...

As CEO of Affinity, Ray’s goal is to bring relationship intelligence to the world because every opportunity begins with a relationship. The early 2000s brought a renaissance in relationship management ...

Redlien Systems has introduced Redlien Account Executive Personal Edition, contact relationship management (CRM) software aimed at business, sales and account professionals. It stores data in 60 ...

Santa Monica-based cloud-based contact relationship management software developer Nimble has integrated its software with three new partners, the firm said late last night. Nimble said it has tied ...