PARIS — Social distancing may be the new norm, but so, too, is getting up close and personal. While shopkeepers diligently apply bright, new floor markings to regulate store traffic, brands are also ...

The customer is always right. It’s a phrase that has been ingrained in everyone that has worked in any client-facing environment. Is it always true? No. Is it always wrong? Also, no. Maintaining a ...

If you are analyzing the performance of your business, then keeping track of key metrics is essential. Client Relationship Management (CRM) software is a tool used to integrate data from various ...

Greensboro: "We've culled our book, but I still find myself getting bogged down with clients that are below my firewall -- I'm most effective as a rainmaker, not dealing with smaller clients," ...

The financial industry's accelerating digital transformation has culminated in the adoption of new technologies and processes by financial services firms to remain competitive and meet clients' ...

As someone who has conversations with businesses about digital transformation every day, I hear one question come up more than any other: Where do we start? It’s a deceptively difficult question to ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Software-as-a-service customer relations management startup Freshworks Inc. filed its paperwork late Friday with the U.S. Securities and Exchange Commission for an initial public offering. The company ...

Head of Marketing at CRMNEXT, a specialist CRM solutions company serving some of the world's largest and fastest-growing brands. What has happened to CRM? The purpose of customer relationship ...

Vehicle leasing and fleet management company, LeasePlan USA, a subsidiary of LeasePlan Corp. N.V has expanded its client relations group Vehicle leasing and fleet management company, LeasePlan USA, a ...