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Rocket CRM has announced an expansion of its workflow intelligence features, enhancing its CRM automation system to better support businesses in managing the entire customer lifecycle. This ...

Rocket CRM today announced the launch of its enhanced CRM automation system, marking an important advancement in how the company supports businesses in managing customer relationships, sales pipelines ...

AI-enabled enrichment is transforming CRM by automating tasks and personalizing interactions. By analyzing customer data, AI enables CRM systems to deliver more targeted and relevant communications, ...

Workbooks is pushing its CRM deeper into the AI era, positioning automation as a way to remove friction from everyday selling rather than as a flashy add‑on. By folding transcription, summarization, ...

It's helpful, then, for financial advisors to establish and maintain written workflows to help them stay organized. At the very least, solo and small ensemble advisors can use checklists to stay on ...

At its Knowledge 2025 event last week, ServiceNow unveiled a new AI-powered CRM platform and an increased focus on the CRM market that challenges traditional approaches and established leaders.