The Zacks Consensus Estimate for Salesforce’s fiscal 2026 and 2027 earnings implies a year-over-year increase of ...

CRM: A system of record. To help deeply connect with customers and their preferences, we need CRM data to dive deep into a customer story and provide cues to complete it. As we study demanding ...

As the financial climate is becoming more competitive and has become fast paced, investment companies are in need of smart ...

This white paper, Key Steps to Financial Advisor Success , is packed with practical insights to help you leverage CRM and AI to streamline operations, strengthen relationships, and scale your practice ...

Only authorized users should be able to access your CRM data - and even then, only the information that they need. Don’t let your CRM data be a free-for-all. Step 3: Monitor your CRM activity ...

Nektar.ai is meant to fill gaps and data leakage left by CRM tools with its no-code ... 6 ways to make sure your startup is using the right GTM model. Topics. B2B, CRM, Nektar, Nektar.ai, sales ...

3 ways to leverage CRM data for PPC advertising. Once you’ve identified key audience clusters, apply those insights across Google Ads, LinkedIn Ads, Meta Ads, and other paid platforms. While ...

Plus, the CRM data about converted users can be fed into a lookalike model, so marketers can use their data for lead generation and to find new customers. These audiences are built using the client’s ...

The partnership between Salesforce (CRM) and IBM aims to offer customers greater flexibility in AI and data deployment, empowering teams to make informed, data-driven decisions directly within ...

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.