A CRM (customer relationship management) is a single software platform that allows businesses to manage and monitor customer relationships with both current and potential customers. With a good CRM, ...

We recently published 11 Stocks on Jim Cramer’s Radar. Salesforce, Inc. (NYSE:CRM) is one of the stocks on Jim Cramer radar.

Customer relationship management (CRM) software is a set of tools that help businesses track and manage customer interactions. The best CRM software can help businesses to better understand their ...

Enterprise CRM software is a customer relationship management platform specifically designed for midsize to large organizations that need a solution that can handle the bandwidth of a large-volume ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

The best CRM software is generalized sales tools that allow businesses of all sizes to manage and track customer interactions and streamline processes. The software offers a mix of core and advanced ...

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 ...

Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...