What is lead scoring? Discover how it helps prioritize leads, improve sales efficiency, align teams, and boost conversions by ...

If you're looking for the best CRM software on the market, we have you covered. These options can help your team manage ...

Artificial Intelligence (AI) seems to have weaved itself into almost every aspect of business software in recent years and CRM is far from the exception. From business behemoths Salesforce to ...

CRM software solutions with built-in project management tools help streamline client relationships and task management. Explore our top picks for the best CRM solutions with project management.

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.

The agents are part of Microsoft 365 Copilot and can be used to automatically generate and communicate with sales leads. Microsoft is planning a string of new AI agents to automate mundane tasks ...