Many businesses adopt multiple communication channels but fail to integrate them properly. This leaves information siloed, providing an incomplete understanding of the customer's view of the business.

A client tells an advisor about a budget freeze. A week later, a nurture email arrives. Decide where conversation data stops before your CRM decides for you.

Currently, Salesforce has a Zacks Rank of #2 (Buy), while Autodesk has a Zacks Rank of #3 (Hold). Investors should feel ...