Tag:
customer relationship management
News
Managed Service Leader R3 Selects Unanet ERP to Enhance Companywide Utilization, Profitability Insights
Unanet, the leading provider of project-based enterprise resource planning (ERP) and customer relationship management (CRM) for professional services firms and government contractors (GovCons), announced that...
Customer Success
Software Suites, AI Reshaping Customer Experience, ISG Says
The increasing integration of applications for managing customer experience (CX) is changing how enterprises monitor, understand and improve interactions and relationships with their customers,...
Investment and Budget Allocation
Advisor360° Launches Tandem™: A CRM+ Solution for Independent Financial Advisors
Advisor360°, a leading provider of integrated wealth management technology, has unveiled its first customer relationship management (CRM) solution designed specifically for independent registered investment...
