CRM magazine presents its seventh annual rundown of the leading companies and hottest trends in customer relationship management.

Beyond forecasting, AI enhances sales strategy through intelligent segmentation and targeting. It identifies patterns in ...

It is a top-down strategy that aims to identify ... an ERM may signal that a new market is too great of a risk to consider. ERM vs. CRM Customer relationship management (CRM) systems are centered ...

Learn about using custom relationship management systems for GovCons — the key benefits, core features, best practices and ...

This approach integrates Retrieval-Augmented Generation (RAG) architectures, knowledge graphs, and vector databases ... (PLM), Enterprise Resource Planning (ERP), and Customer Relationship Management ...

Compromised or vulnerable perimeter security appliances and devices – especially virtual private networks (VPNs) – formed the initial access vector in over half of observed ransomware attacks ...

Use your CRM data to create these reports. 4. Implement decisions based on CRM data Create business strategies and make data-driven decisions based on information recorded in your CRM database.

Shifting CRM from a System to a Strategy To fully realize the potential of CRM, firms must shift their approach from viewing it as just a system to integrating it as a core part of their business ...

Learn more about Practifi’s AI strategy here. About Practifi Practifi is the leading CRM purpose-built for wealth management. By surfacing key insights, automating workflows and enabling ...