Does the lead just sit in your customer relationship management (CRM) system and become a competitor's opportunity a few months down the road? The answer to that question is probably "yes," unless you ...

Nowadays, companies constantly aim to break ground and achieve higher levels of success. A crucial element driving this ...

Tracking customer behaviour helps businesses make informed decisions ... and automated email and messaging solutions creates a multi-channel lead management framework. Content remains a key component ...

One such tool is a CRM, which can help streamline customer relationship management (CRM) processes, generate and manage leads, boost existing client relationships and ultimately increase your ...

For wealth management firms, finding and converting the best potential clients is essential for organic growth.