article thumbnail

Software for Financial Services Companies: What’s Your Tech Stack?

Nutshell

Customer relationship management (CRM) Financial management Risk management Cybersecurity Trading and portfolio management Financial planning and analysis (FP&A) Data analytics and business intelligence Compliance and regulatory reporting Document management and collaboration Wealth management What software is used in financial services?

article thumbnail

Top CRM trends

Insightly

The history of customer relationship management spans over five decades and has spurred the continuous evolution of CRM technology. The global CRM market was valued at $47.79 To meet customer-centric goals, new CRM tools with greater precision are being developed. Every year, new trends come up in the CRM space.

CRM 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Top CRM trends

Insightly

The history of customer relationship management spans over five decades and has spurred the continuous evolution of CRM technology. The global CRM market was valued at $47.79 To meet customer-centric goals, new CRM tools with greater precision are being developed. Every year, new trends come up in the CRM space.

CRM 52
article thumbnail

Top CRM trends for 2021

Insightly

The history of customer relationship management spans over five decades and has spurred the continuous evolution of CRM technology. The global CRM market was valued at $47.79 To meet customer-centric goals, new CRM tools with greater precision are being developed. Every year, new trends come up in the CRM space.

CRM 98
article thumbnail

Top 2023 SMB technology predictions that business owners want to know

ACT

Learning about the newest small and mid-sized business ( SMB ) technology trends in the coming year can help you make superior data-driven decisions on which tech to buy and implement in your business. The very definition of SMBs separates them from larger businesses, making their SMB solutions and technology requirements will differ.

article thumbnail

Challenges in Digital Key Account Management Adoption and the need for Change Management

DemandFarm

Many businesses use a variety of digital tools and platforms to manage their key accounts, such as Customer Relationship Management (CRM) systems, Marketing Automation software, and Business Intelligence tools. It’s important to make sure that the requirements are aligned before implementing anything.

article thumbnail

10 Best Tools To Increase Sales Productivity in 2023

Apptivo

It’s not merely about making sales; it’s about efficiently and effectively utilizing resources to make those sales. Real-time data access Access to real-time data can be invaluable for salespeople in the field for making informed decisions promptly. Why is Sales Productivity Important?