Customer data is a powerful resource that can be shared across corporate departments to improve selling effectiveness and operational efficiency. With direct access to ERP data, customer satisfaction ...

Wealth tech solutions firm Orion Advisor Solutions has introduced a CRM with a connected client portal after completing its acquisition of Redtail Technology. The integration takes the services that ...

Customer relationship management software for the automotive industry are meant to help streamline the car buying experience for both buyers and sellers. These tools act as a hub for dealerships of ...