Shifting CRM from a System to a Strategy To fully realize the potential of CRM, firms must shift their approach from viewing it as just a system to integrating it as a core part of their business ...

As our digital focus month begins, Ash Rishi shares his belief that CRM is not a solution, but in fact a strategy in pharma marketing. He also shares his top five reasons as to why a dedicated CRM ...

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Discover what CRM reports are, their benefits, key features, and how they help businesses analyze customer data, sales, and performance efficiently.

We recently published a list of 10 Good Stocks to Buy According to Hedge Funds. In this article, we are going to take a look ...

Learn more about Practifi’s AI strategy here. About Practifi Practifi is the leading CRM purpose-built for wealth management. By surfacing key insights, automating workflows and enabling ...

CHICAGO, March 05, 2025--(BUSINESS WIRE)--Practifi, the leading CRM purpose-built for wealth ... Practifi’s AI strategy will make advisory firms more efficient, responsive and effective by ...

This innovative collaboration aims to simplify the strategy creation process for brokers and all their traders currently using Broctagon’s AXIS CRM platform. Level2’s intuitive no-code EA ...