Salesforce, Inc. (NYSE:CRM) is a customer relationship management software provider. Its shares are down 18% over the past ...

First-of-its-kind analysis of conversational metadata uncovers how sentiment, advisor emotional intelligence and communication dynamics directly shape client behavior and financial outcomes ...

Enterprise sales organizations operate in an environment defined by scale, complexity, and constant pressure to deliver ...

Make no mistake, either Agentforce is Salesforce's future or its future looks pretty bleak. For now, most CRM investors are ecstatic about the product's possibilities. Ditto for its just-announced ...

In simple terms, open source CRM is a type of customer management software whose source code is freely available for anyone ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

SAN FRANCISCO, Dec. 8, 2025 /PRNewswire/ -- Schubert Jonckheer & Kolbe LLP is investigating a data breach that led to unauthorized access to the sensitive information of 788,000 customers of banks and ...

It’s 11 p.m. on a weeknight. You’re at your desk researching customer relationship management (CRM) solutions for the third time this month. Your sales team is growing, customer information is ...

Colleagues seated at a desk in a co-working room. It’s 11 p.m. on a weeknight. You’re at your desk researching customer relationship management (CRM) solutions for the third time this month. Your ...