1. Include everything you need to - the who, what, where, when, why and how - so that if you were to look at the note years later, it would make sense. 2. Write the note as soon as the event happens.

The job of the financial advisor (from the firm’s point of view) is to help clients while also ringing the cash register. The day’s plan should list how you intend to get this done. I would prioritize ...

Wealthbox, the highest-rated CRM software for financial advisors, today announces its AI Notetaker is now available, following a successful pilot program. This marks the debut of the first ...

Salesforce CRM yesterday announced the pricing of senior notes worth $8 billion to fund the proposed acquisition of Slack Technologies WORK. The company issued the notes in six tranches of different ...

MELVILLE, N.Y.--(BUSINESS WIRE)--Verint ® (NASDAQ: VRNT), The Customer Engagement Company ®, today announced it has been recognized in the 2023 CRM Industry Leader Awards as a leading provider in ...

In many companies, the question of which department oversees customer relationship management is a tricky one. Marketers work with the system on a daily basis, sales has to input data on the go, and ...

Salesforce CRM yesterday announced the pricing of senior notes worth $8 billion to fund the proposed acquisition of Slack Technologies WORK. The company issued the notes in six tranches of different ...