Execs say DIY OpenAI connections risked pushing CRM data past the ‘trust boundary’ Salesforce users running Agentforce with ...

New CRM integration eliminates data silos and keeps advisors’ CRM and marketing aligned—driving faster follow-up, cleaner compliance and smarter growth Snappy Kraken, the martech innovator dedicated ...

The best CRM for QuickBooks integration is Method CRM, offering real-time two-way data sync with the popular accounting software for everything from customers and invoices to leads and payments.

CRM and customer experience (CX) vendors are retooling their platforms to better integrate with existing business applications without employees realizing they’re using generative AI-powered ...

When you look at the modern business environment, you will see how growth no longer depends only on marketing reach or ...

The customer relationship management (CRM) software market is on an impressive growth trajectory, with projections indicating a leap to over $48 billion in revenue by the end of 2024. This upward ...

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 ...

The MCP server integration supports leading AI assistants, including Claude and ChatGPT, and provides SMBs a fast path to value by transforming CRM data into conversational insights--without requiring ...

PRESSADVANTAGE – Rocket CRM has announced continued development and refinement of its marketing automation system, reflecting broader changes in how organizations manage communication, engagement ...

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...