Rocket CRM has announced developments in its marketing automation capabilities, reflecting broader trends in how organizations coordinate communication workflows, manage engagement processes, and ...

CRM systems should indeed contain the basics, he said: including a client's name, contact information, the opportunities they’re looking for, as well as their financial data and recent activity and ...

Want smarter insights in your inbox? Sign up for our weekly newsletters to get only what matters to enterprise AI, data, and security leaders. Subscribe Now According to a new report from Validity, 76 ...

As AI becomes embedded across CRM workflows, the challenge in 2026 shifts from adoption to execution, forcing organizations ...

Sponsored content is created for and in partnership with an advertiser and produced by the Drum Studios team. Half of all businesses today believe that the quality of their CRM data is only somewhere ...

Optimizing your CRM data requires making sure your data is crucial, correct, and consistent — or what I like to call, “the three C’s.” Unfortunately, far too many companies have data that’s neither ...

A CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. Those are the words from Sovan Bin, the CEO and founder of ...

Turn inconsistent asset names into a system that improves searchability, reporting and day-to-day execution across teams. The ...