I had the chance to talk to Dan Roche, CMO at Workbooks, about how AI is currently being applied to CRM and which business challenges it may help solve in the future.

What Is CRM Automation? A Complete Guide for Sales Teams Your email has been sent Discover how CRM automation can streamline your workflows and processes. Learn the benefits, features, and best ...

Kathy Haan, MBA is a former financial advisor-turned-writer and business coach. For over a decade, she’s helped small business owners make money online. When she’s not trying out the latest ...

The real challenge of CRM success isn't choosing the right system, but ensuring your team is trained and supported for ...

According to 4.5-star Wedbush Securities analyst Dan Ives, the broader software industry is now set to benefit from the exploding use cases of ...

ServiceNow CMO Colin Fleming shares why the company is rebranding themselves as a CRM company in the midst of the rapid and significant impact agentic AI is having on the industry. And also shares a ...

In 2025, business growth seeks ways to develop its customer relationship management and the processes involved in it.

Many of today’s top real estate professionals use a customer relationship management (CRM) system to strengthen client touchpoints, stay organized and streamline day-to-day workflows.

Workbooks, one of the best CRM providers, has announced the integration of advanced project management tools into its CRM ...