Investment banks have long struggled with CRM systems. Many firms turned to Salesforce and similar platforms, expecting to streamline dealmaking, improve data capture, and build institutional memory.

AI only becomes truly powerful when it can merge lots of high-quality data with the specific context it is being used for. A ...

The CLIENTSFirst Consulting 2024 CRM Survey found that while CRM is ... AI can change this equation by automating data capture, relationship intelligence and predictive analytics, ensuring that ...

AI-driven analytics is transforming customer experience (CX) from a cost center into a strategic investment. While consumers ...

Veeva Systems shines with 14% revenue growth, CRM adoption momentum, and Data Cloud innovations. Read why VEEV stock is a ...

The traditional approach to gauging loyalty often relies on RFV—recency, frequency, and lifetime value. While these metrics ...

MeetRecord Forecast - Powered by Adaptive RevEngine MeetRecord Accurate forecasting isn't just about numbers-it's about capturing t ...

Yamini Bhat, Co-founder & CEO of Vymo, shares how the company has grown from a sales productivity tool into an AI-driven ...

Qualtrics' President of AI, Gurdeep Pall, believes the company's repository of human sentiment data could position it to move ...

While the CRM is lacking lead generation tools like business card scanners, it provides customizable web forms to capture lead data from your business website—ideal for smaller businesses ...

The lowest-priced plan includes advanced features, such as AI-powered Einstein Activity Capture, customizable ... users will see quickly that this CRM is worth the effort once set up. Keep the ...