(Source: What They Think) Other enhancements to the Radius platform include mobility features for sales and management personnel using EFI’s award-winning CRM software. Plus …
(Source: Insurance News Net) The capability to access fully integrated portfolio accounting, rebalancing, and CRMsoftware from a single location saves the firm’s advisors a great deal of time, …
(Source: Insurance News Net) Finance Logix, a leading financial planning and client engagement platform, and Redtail Technology, an industry leading CRM for advisors, announced today …
(Source: MSPmentor) The new module includes features such as billing, integrated customer relationship management (CRM), ticketing and contracts. “Our service desk model is the …
(Source: TV News Check) Matrix will provide all of Tribune’s stations with enhanced sales management functionality from media specific CRM through sales analytics and reporting; …
(Source: SYS-Con Media) And then we have the Dynamics family, and Dynamics CRM in particular. Not long after the launch of Office 365, Microsoft moved their enterprise CRM product …
(Source: InvestmentNews) Redtail CRM subscribers who upgrade to the new platform will have access to the Morningstar Report, which focuses on investment funds, as well as other …
(Source: Finextra) … easily swipe their card at the merchant’s point-of-sale (POS), streamline payments, manage CRM and inventory, create and maintain invoices, calculate totals, …
(Source: The Epoch Times) When your enterprise’s sales department is large however, you should buy the CRMusers only license which retails at half price (gives access to the CRM …
(Source: Watch List News) salesforce.com, inc. logo salesforce.com, inc. (NYSE:CRM) had its target price boosted by Barclays from $63.00 to $67.00 in a report issued on Thursday.
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