Orion to Acquire Redtail Technology, a Web-Based CRM for Financial Advisors Acquisition will further Orion’s mission to connect every stage of the advisor-client journey in a cohesive, tech ...

The CRM offering will be a customized version of Oracle’s Siebel CRM On Demand and the financial planning offering will be EISI’s NaviPlan Central. Later this year, Fidelity will integrate the new ...

To properly implement CRM, executives must first uncover the root cause of the business problem (or problems) hampering success, and then determine how customer management or integrated treatment of ...

Microsoft said today that it is buying “key product and technology assets” of Adxstudio, a company that sells web portals for Microsoft’s Dynamics CRM customer relationship management software.

NORFOLK, Va.--(BUSINESS WIRE)--Dominion Dealer Solutions’ leading customer relationship management (CRM) and lead management systems, Autobase and Web Control TM, are now both Premium CRM ...

The core facets of CRM within the healthcare sphere include these: Marketing and outreach: Healthcare entities harness CRM tools to orchestrate targeted marketing endeavors to attract prospective ...

Microsoft shipped Web Template Studio 2.0, a wizard-driven Visual Studio Code extension for quickly creating a foundation for a full-stack Web app. The open source project created by Microsoft Garage ...