This guide was reviewed by a Business News Daily editor to ensure it provides comprehensive and accurate information to aid your buying decision. CRM workflows are among the most significant CRM ...

Agentic AI is shifting CRM from simple automation toward collaborative workflows, where AI handles routine tasks and humans apply judgment, context, and relationship-building. Rather than replacing ...

Rocket CRM has announced a major expansion of its platform with the introduction of Rocket CRM Marketing Automation, a set of capabilities designed to streamline workflows, reduce repetitive tasks, ...

Rocket CRM has announced an expansion of its workflow intelligence features, enhancing its CRM automation system to better support businesses in managing the entire customer lifecycle. This ...

At a high level, financial planning isn't something that can be done with a cookie-cutter approach. Each client has different goals, values, and financial circumstances, and plans need to be carefully ...

Salesforce’s CRMArena-Pro test reveals state-of-the-art models—including GPT-4o—fail to meet critical enterprise needs in CRM, especially around secure, multi-turn processes. A new benchmark study ...