Salesforce has spent the last 20 years building a $13 billion company, largely on the back of a CRM application delivered as a cloud service. In its most recent financial guidance, Salesforce ...

With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...

Wealth management's leading AI-powered organic growth engine eliminates data fragmentation across the three CRMs most widely used by advisory firms — meeting advisors inside the systems they already ...

Microsoft is making its Dynamics business software a higher priority for its salespeople. The Dynamics business exceeded $3 billion in the most recent fiscal year. In this article Microsoft might ...

VastAdvisor, provider of an organic growth engine for wealth management advisors, has integrated with Salesforce Financial Services Cloud, Microsoft Dynamics 365, and HubSpot. The three new connectors ...

According to analysis by Gartner and Forrester, the two leading CRM platforms are Salesforce and Microsoft Dynamics 365. And, when you look at their features, functionality, and processes, they are ...