Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate editor of personal finance at MoneySense. She was also managing editor of Best Health Magazine ...

The exact type of information in a customer service management system varies somewhat depending on the type of services the business offers. These systems should provide a complete record of ...

Editor's Note: This article was updated on July 12, 2024 to include new data and information. Customer relationship management (CRM) platforms have been around since the '90s. Back then they were ...

Most executives will tell you that customer relationship management (CRM) systems are essential technology. Many will tell you they are the key mechanism for gaining a deeper understanding of ...

NEW YORK, Aug. 27, 2025 /PRNewswire/ -- Artificial intelligence is changing the foundation of customer relationship management, making data-driven engagement central to how companies operate.

Zurich Insurance Group has over 55 million customers around the world. The insurer built an AI tool into its agents' workflow to increase customer loyalty. This article is part of "Build IT: ...

QuickBooks - By centralizing customer data, enabling intelligent lead tracking, personalizing engagement, and automating workflows, it delivers a comprehensive solution for modern businesses. The ...