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Joe McQuaid: How to Build the Best Tech Stack for Your RIA
Barrons.com· 8 hours agoBelow are highlights from the conversation: Prioritize the custodian, portfolio management system,...
Best Accounting Software for Small Businesses of 2024 - NerdWallet
Nerdwallet· 6 hours agoAccounting software helps you track money in and out, streamline invoicing, reconcile transactions...
How to Select the Right CRM Consultant | JD Supra
JD Supra· 5 days agoChoosing the right CRM system can drastically change how law firms and professional service firms interact with their clients and develop business. Thankfully ...
Is Salesforce Inc. (NYSE:CRM) One of the Best Buy-The-Dip AI Stocks?
Insider Monkey via Yahoo Finance· 6 days agoWe recently published a list entitled Billionaire Israel Englander’s Top 10 Stock Picks for 2024....
Salesforce, Inc. (NYSE:CRM) Holdings Decreased by Teachers Retirement System of The State of...
ETF DAILY NEWS· 3 days agoTeachers Retirement System of The State of Kentucky cut its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 4.0% during the 4th quarter ...
Public Employees Retirement System of Ohio Has $126.60 Million Position in Salesforce, Inc. (NYSE:...
ETF DAILY NEWS· 5 days agoPublic Employees Retirement System of Ohio lifted its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 0.4% during the fourth quarter, according to ...
JD Supra: Investing in Success: The Strategic Benefits of Outsourced CRM Staff and Data Stewards
JD Supra· 3 days agoSuccessfully implementing, configuring and maintaining a robust CRM system and its data quality requires more than technology. It demands the right expertise ...
What is CTI: what you need to know to get started
Fortune· 9 hours agoStreamlining your communication system is essential for contact centers, especially those that use multiple communication channels. In this article, we’ll dive deeper into ...
Why Your Cool New Marketing Tech May Not Work | The American Lawyer
Law.com· 5 days agoBring together 10 or more lawyers, and you have a law firm that needs technology and process...
Salesforce Inc. (CRM) Is a Trending Stock: Facts to Know Before Betting on It
Zacks via Yahoo Finance· 2 days agoZacks.com users have recently been watching Salesforce.com (CRM) quite a bit. Thus, it is worth...