If you are analyzing the performance of your business, then keeping track of key metrics is essential. Client Relationship Management (CRM) software is a tool used to integrate data from various ...

DefenseWeb(TM) Technologies, a premier developer of professional custom software solutions for U.S. Department of Defense organizations, today announced that the U.S. Army has awarded a contract to ...

A well-maintained customer relationship management system is the heartbeat of a thriving coaching business. A CRM houses customer data, but it should also tell the story of your relationships, your ...

Wouldn't you like to peek over your client's shoulder and watch how he manages his finances and investments online? Now you can. In April, Registered Representative conducted a national telephone ...

For millions of Americans and their advisers, the shrinking value of retirement accounts is the $4 trillion elephant in the room. With the accounts having lost about one-third of their value over the ...

Always-On Feedback Loops and Longitudinal Client Tracking Black Book is piloting continuous and longitudinal survey models that follow provider and payer client journeys over time. These tools offer a ...

Coaching today looks very different than it did even a few years ago, thanks to technological tools that help coaches stay organized and connected with their clients. The right solutions can remove ...

Before call tracking and digital marketing tools were commonplace, businesses relied on customers to track ad effectiveness. When the phone rang, they’d ask, “How did you hear about us?” and hope the ...

CHICAGO--(BUSINESS WIRE)--In its mission to optimize client success and continued growth, Market Track, the leading provider of advertising, promotional, pricing and eCommerce intelligence solutions, ...