Money Marketing

Plannr teams up with ZeroKey to reduce manual data entry burden

Plannr brings to the market an API-first CRM, whose core mission is to build an ecosystem for the entire financial planner’s ...
Outlookindia

Expert Associate Director Geetesh Sanodia Leads Global CRM Strategy And Support, Achieving Significant Revenue Growth And Major Reduction In Manual Data Entry

A recent initiative that focused on revamping global CRM strategies and support, has demonstrated impressive results, notably through a significant uptick in revenue and a dramatic reduction in manual ...

Orion Introduces Enhanced Integration with Schwab Advisor Center® at IMPACT® 2025 with Automated Beneficiary Updates

With IMPACT® kicking off today in Denver, Orion announced a significant enhancement to its integration with Schwab Advisor ...
Morningstar

Survey: Manual Data Entry Costs American Companies More Than $28,000 Per Employee Each Year

DUBAI, July 30, 2025 /PRNewswire/ -- A new survey commissioned by Parseur reveals that manual data entry costs U.S. businesses an average of $28,500 per employee per year, underscoring the high cost ...

RoofLink Unveils SRS Integration to Streamline Contractor Ordering

RoofLink, the all-in-one roofing CRM built by roofers for roofers, today announced a new integration with SRS Distribution, ...
InfoWorld

3 ways AI improves CRM

AI has the power to liberate organizations from CRM-related manual processes and improve customer engagement, sales insights, and social networking, for starters. Customer relationship management ...
Destination CRM

How Can AI Help Small Businesses with CRM?

Around this time for the past three years, I’ve posed a question to executives at a number of CRM vendors related to how small and midsize businesses are using CRM. In 2016 I asked why CRM adoption ...