The MCP server integration supports leading AI assistants, including Claude and ChatGPT, and provides SMBs a fast path to value by transforming CRM data into conversational insights--without requiring ...

CRM and customer experience (CX) vendors are retooling their platforms to better integrate with existing business applications without employees realizing they’re using generative AI-powered ...

Mobile-first CRM solutions empower remote teams with real-time data, AI automation, and seamless integration to drive global ...

Syncing of contacts, notes, tasks and activity allows agents to avoid needing to enter information more than once.

New CRM integration eliminates data silos and keeps advisors’ CRM and marketing aligned—driving faster follow-up, cleaner compliance and smarter growth Snappy Kraken, the martech innovator dedicated ...

Today’s companies demonstrate remarkable ingenuity in increasing their efficiency by focusing on key aspects such as client relationship management (CRM) and sales processes. As an entrepreneur, I’ve ...

The best CRM for QuickBooks integration is Method CRM, offering real-time two-way data sync with the popular accounting software for everything from customers and invoices to leads and payments.

For years, customer relationship management (CRM) in law firms has often been viewed as a glorified Rolodex — a necessary but often underutilized system primarily seen as a data repository. With the ...

The customer relationship management (CRM) software market is on an impressive growth trajectory, with projections indicating a leap to over $48 billion in revenue by the end of 2024. This upward ...

Salesforce’s integration of Informatica into Data 360 aims to give AI agents the shared metadata, lineage, and real-time ...

Opinions expressed by Digital Journal contributors are their own. “True innovation lies in creating systems that empower organizations to achieve seamless operations. Every CRM solution is an ...