“Throughout the development process, we've looked carefully at feature requests and suggestions from our users that have gathered the most support,” Brian McLaughlin, CEO of Redtail Technology, said. ...

Nutshell reports small businesses can successfully implement CRM systems with a user-friendly approach, strategic planning, ...

NASHVILLE, Tenn.--(BUSINESS WIRE)--360 View, a trusted provider of customer relationship management software for financial institutions, announced today the release of the official update to their ...

Lewisville, TX., March 12, 2024 (GLOBE NEWSWIRE) -- EZLynx, an Applied company, today announced its latest insurance CRM innovation. Launched earlier this month, the all-new EZLynx Sales Center’s ...

The new software, unveiled at the company's SAP Influencer Summit conference in Boston, also offers streamlined sales, marketing and customer service business processes, said Bob Stutz, SAP senior VP ...

B2BROKER has introduced a series of significant updates to its flagship CRM and back-office system, B2CORE, targeting Web, ...

Morningstar Inc. is integrating Redtail Technology’s customer relationship management (CRM) capabilities into Morningstar Office, its portfolio and practice management system for financial advisers.

Redtail Technology and Morningstar have partnered to integrate proprietary investment research and portfolio analytics within new client relationship management (CRM) software tools for advisers.

PRESSADVANTAGE – Rocket CRM has announced the launch of an innovative communication tool designed to address missed customer interactions, further enhancing operational efficiency for businesses of ...

For more than a year, Microsoft officials have been talking up the notion of "Office-centric" and "role-based" interfaces as the next big thing for its ERP and CRM wares. At the Convergence conference ...