Marketing technology in a professional services firm typically includes three main systems: Client Relationship Management (CRM), eMarketing or Marketing Automation systems and the firm’s website.

What happens when a $16 billion, 37-year-old chain wants to tackle CRM for the first time? Whole Foods is about to find out. At best, a properly integrated CRM program is complex, given the huge ...

Application integration is becoming a high priority in the customer management arena as companies try to integrate their isolated point products. The Big Four CRM application vendors have introduced ...

In a world where digital interactions are king, CRM systems have become the chessboard on which businesses maneuver for success. No longer just databases, these systems are now the engines driving ...

As customer relationship management (CRM) platforms have become increasingly common in the enterprise, so have the number of integrations and functionality of the software. Naturally, integration of ...

When it comes to letting advisors choose their own technology stack, TD Ameritrade Institutional is leading the way. The company’s Veo Open Access is considered by many to be the gold standard for an ...

LinkedIn logo is seen displayed on a phone screen. So will LinkedIn finally integrate with your Customer Relationship Management system? Well...kind of and maybe. And only if you have either ...

According to contact center software firm Playvox, to provide a true omnichannel experience, brands today recognize the need to assist customers in the platforms where they feel most comfortable. This ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. I think I've found customer relationship management software that ...

Even though the law firm business model is built around forging strong relationships and lasting connections, there is probably no other industry with more disconnected data systems than legal. Too ...

PALO ALTO, Calif., July 15, 2025--(BUSINESS WIRE)--Workato®, the leader in agentic orchestration, has received Workday Certified Integration badges for its Salesforce CRM and CPQ accelerators. The ...