Users can ask Zocks’ AI to pull client data from conversations, CRM data and emails to provide information, such as drawing a family tree. In addition, advisors can query their database to pinpoint, ...

Compliance and precision are non-negotiable in highly regulated industries. Customer relationship management (CRM) optimization and business process automation must, therefore, be handled with expert ...

Your existing software may offer some of these solutions, and other platforms usually offer free trials or demos.

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Discover how automation can streamline operations, boost efficiency, and drive business growth in 2025. Read now!

AllianceTek, a leader in AI-driven enterprise solutions, has announced the launch of its AI-powered Business Optimizati ...

You can also request a demo and test how Qobra performs ... What integrations should I look for in sales compensation software? You should look for integrations with CRM, ERP, and payroll tools. This ...

If you're looking for the best CRM software on the market, we have you covered. These options can help your team manage ...

The best CRM software for small businesses combines affordability, scalability, and customer management. These are ZDNET's ...

With the market becoming increasingly competitive, small businesses must find economical tools to help them manage customer ...

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While finance leaders surveyed currently value customer relationship management tools most, they expect buzzy GenAI to enjoy the highest future investment levels.