Ameriprise to switch CRM for nearly 10000 advisers in 2019
(Source: InvestmentNews) As the industry lurches along toward higher advice standards, CRM platforms give brokers and advisers necessary functions to document transactions with …
Secure Trust Bank Selects nCino to Enhance the Customer Journey and Automate Business Processes
(Source: MarTech Series) “With nCino’s Bank Operating System, STB will be able to reduce manual processes in favour of increased automation, and provide new levels of productivity, …
Lanetix launches CRM for domestic freight providers
(Source: American Shipper) Lanetix, a San Francisco-based provider of customer relationship management software for the transportation and logistics industry, has unveiled what it calls …
Greenrope Adds In Depth Insight Into The History Of Your Conversions
(Source: PR Leap ) GreenRope, a Complete CRM and Marketing Automation platform, makes it easier for small and mid-sized …
Zoho Social is a management tool
(Source: Goshen News) Zoho CRM integration: Manage customer relationships with the Zoho CRM. Follow up on prospects, engage leads, and even close sales within the CRM.