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

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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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 ...

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

Marketers need to integrate push notifications as part of their overall direct marketing and CRM strategy to take full advantage of this important new opportunity, according to a new report from ...

In this article, we will explore the profound impact of CRM on retention strategies, delving into its role, its influence on customer experience, and its potential to shape the future of customer ...

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 ...

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 ...