
CRM
Zocks & Carson Group Boost Client Intelligence for RIAs Nationwide
Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a partnership with Carson … 0
CRM
Pipedrive Announces Partner Awards Winners
Pipedrive, the easy and effective sales CRM for small businesses, announced the winners of its 2024 Partner Awards, recognizing outstanding … 0
CRM
Moxo Study Finds Key Gaps in B2B Onboarding Amid Digital Shift
Moxo, the leading service orchestration platform, released “The Future of Customer Onboarding 2025,” a comprehensive study revealing widespread inefficiencies that … 0
CRM
Semcasting Announced the Launch of Identity ToolBox
Semcasting, an industry leader in data-driven marketing solutions, has unveiled its groundbreaking Identity ToolBox, a first-of-its-kind Data Discovery Platform designed … 0
CRM