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

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.

The current CRM scene keeps advancing at a rapid pace, with innovative companies now leaning toward options combining ...

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 ...

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 ...

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 ...

As enterprises modernize, the question is no longer whether to use SAP or non-SAP tools, but how to make them work together ...

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 ...

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

Sage CRM stands out as a dependable, feature-rich solution designed for small to medium-sized businesses. It excels in ...