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A modern CRM is core to connecting organizational silos to drive customer and business value. Today, CRMs are integrating AI and adding intelligent agents to boost productivity and deliver personalized customer experiences at scale. This makes modern CRM an indispensable tool for financial services firms aiming to enhance customer experience, streamline operations, and drive growth. […]
Blog
Sales force automation (SFA) has outgrown its original tech category, becoming increasingly ambiguous as it evolves into more of an umbrella term for an ever-widening array of sales tech. As a result, Forrester will no longer be evaluating SFA as a category. Find out more and learn why sales tech buyers need to decouple their CRM and sales tech investment decisions.
