Customer relationship management (CRM) software is a business tool used to organize and automate data in a handy all-in-one hub for your team to use. That’s right, you can ditch the file cabinets and ...

Sales dashboards are analytic tools designed to allow your business to track, manage, and visualize valuable insights into how your team is performing during a given time period. There’s no point in ...

Managing customer relationships well is critical for any business. And as a business scales up, it’s important to empower the people who manage these relationships with the best available technology.

In a pre-COVID-19 world, due to its ability to track client relationships and touchpoints, advisors consistently ranked their CRM as the most important component of their back-office technology suite.

For years, customer relationship management (CRM) in law firms has often been viewed as a glorified Rolodex — a necessary but often underutilized system primarily seen as a data repository. With the ...