I had the chance to talk to Dan Roche, CMO at Workbooks, about how AI is currently being applied to CRM and which business challenges it may help solve in the future.

Faced with countless brands offering similar services and persuasive salespeople, what can you do to attract customers to ...

We recently published a list of Top 10 AI Stocks to Watch In February. In this article, we are going to take a look at where ...

"Together we are redefining connectivity and workflow efficiency for carriers, firms and agents and setting a new benchmark for a holistic ecosystem for insurance and annuities sales-first-of-its-kind ...

We should be making life more affordable ... off to pay for their tax cuts for the rich.” The 2024 election cycle left many Democrats demoralized, and insiders have been fuming about the ...

We analyzed each CRM based on key features such as pipeline management, customization capabilities, contact and lead management, life cycle stages and tracking, opportunity scoring, communication ...

Editorial Note: Blueprint may earn a commission from affiliate partner links featured here on our site. This commission does not influence our editors' opinions or evaluations. Please view our ...

Editorial Note: Blueprint may earn a commission from affiliate partner links featured here on our site. This commission does not influence our editors' opinions or evaluations. Please view our ...

Life insurance can protect your loved ones when you're gone by replacing lost income, paying off debts or leaving a financial legacy. There's a lot to consider, though, with different providers ...

The CRM integrates with over 400 third-party software packages, so it's easy to align with your existing workflows. You can further customize your experience with add-ons for tasks such as ...

We recently published a list of Jim Cramer Discusses These 13 Stocks & Rejects The AI PC Super Cycle. In this article, we are going to take a look at where Salesforce, Inc. (NYSE:CRM) stands ...