The Denver-based broker/dealer said the new Web-based customer relationship management (CRM) system automates many of a financial adviser’s normal office functions. Artesian CRM 3.0 synchronizes ...

At its annual user conference in Chicago, Siebel Systems Inc. today debuted a fully Web-architectural version of its flagship customer relationship management (CRM) software. Users and analysts said ...

Fidelity Introduces Web-Based CRM and Financial Planning Offerings Through relationships with Oracle and Emerging Information Systems Inc. (EISI), Fidelity Investments will introduce customized and ...

Every great business starts with a strong relationship; if your goal is to build a sustainable business, then constructing solid relationships is critical. Building a solid relationship begins with ...

Two sets of entrepreneurs almost simultaneously launched systems this month that provide free customer relationship management tools for travel agencies in tandem with systems to assist suppliers in ...

Businesses that love Java and are looking to move to open source may want to give Compiere a look. The system is a complete ERP and CRM suite that includes accounting, order entry, customer ...

Next, let's weigh some other key factors starting with your firm's size and plans for future growth. For example, a solo practitioner or a firm with two or three advisers that intends to stay small ...

Erica Bell is a small business writer who focuses on topics such as cloud-based business software. She is a web content writer for Business.com Considering moving to the cloud? Cloud-based systems ...

Thinking of getting a Customer Relationship Management (CRM) application? Below, I’ve described 11 terrible ones. Sure, they are all popular, affordable and mature. In fact, my company (full ...

Microsoft Corp. said Tuesday it plans to introduce a Web-based version of its sales and marketing software in 2007 as it targets rivals like Salesforce.com , Oracle Corp. , and SAP AG in a ...