Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

Tampa, FL, February 23, 2012 – eAgent, an online insurance agency and document management system, has partnered with Voice over Internet Protocol provider Vocalocity to provide enhanced VoIP services ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

July 9, 2020 — Building on the success of Oracle’s Exadata Cloud@Customer service over the last three years, Oracle announced the availability of Oracle Autonomous Database on Exadata Cloud@Customer.

Discover real-world Account Based Marketing (ABM) and Demand Generation insights to help drive your B2B success. Explore our expert-led resources and best practices for targeting high-value accounts, ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Vocalocity, the fastest-growing provider of VoIP for small business, today announced that it has partnered with eAgent, an online insurance agency and document management system, to provide enhanced ...