Chitiz Agarwal aka Kumar is a Salesforce.com evangelist with 14 yrs of IT experience. He is the founder and CEO of Techila Global Services. Customers were, are and will always be at the heart of any ...

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 ...

Capsule CRM provides a user-friendly platform that excels in contact management and sales tracking. It integrates well with ...

A business that retains its client base can often mean much more than expansion and earnings alone. Some experts may emphasize revenue when considering longevity, but a high-quality company is hardly ...

Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

HubSpot is a comprehensive SaaS platform that unifies marketing, content, customer service, and sales under one cohesive system. It boasts vast features, including HubSpot AI tools that help automate ...

Monday.com, a developer of work OS management tools, on Tuesday released the first of five new standalone products aimed at professionals with targeted use cases. This new customer relationship ...

eWeek content and product recommendations are editorially independent. We may make money when you click on links to our partners. Learn More Artificial intelligence (AI) customer relationship ...