The future of sales may no longer hinge on how quickly humans can organize their pitch decks, analyze customer data or ...

Artisan Partners, an investment management company, released its “Artisan Value Fund” third-quarter 2025 investor letter. A ...

In simple terms, open source CRM is a type of customer management software whose source code is freely available for anyone ...

Starting in fall of 2026, the University of South Dakota Beacom School of Business will offer undergraduate and graduate certificates in professional sales and launch a new Sales ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

Abstract: To maintain development and foster customer loyalty in the ever-changing e-commerce industry, consumer relationship management (CRM) is essential. To keep up with consumers' ever-evolving ...

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

Investing.com -- BTIG has initiated coverage of Klaviyo with a Buy rating and a $40 price target, saying the software company’s move beyond marketing tools into a broader B2C customer relationship ...

Customers are vital to any business, and customer relation management (CRM) software enables you to maximize every interaction. We help you choose the right CRM for your small business based on our in ...

Customer journey analytics software aims to help businesseses understand, optimize and personalize every step of the customer experience. By aggregating and analyzing data from touchpoints across both ...

CFR scholars provide expert analysis and commentary on international issues. Roger W. Ferguson Jr. is the Steven A. Tananbaum Distinguished Fellow for International Economics at the Council on Foreign ...