Salesforce

JANUARY 8, 2024

Businesses collect a lot of it, but they don’t always know how to manage it. That’s where data management and harmonization come in. They bring together data from multiple sources — think your customer relationship management ( CRM ) and order management system s — to provide a holistic view of all your business activities.

Angle 76

Angle Healthcare Technology Technology 76

Salesforce

OCTOBER 9, 2024

Unlike chatbots, agents can process vast amounts of data, make decisions, and learn from their environment, allowing them to manage workflows, optimize processes, and make strategic recommendations. It evaluates and refines the plan, extracting data from customer relationship management (CRM) and other systems.

Pharmaceutical 123

Pharmaceutical Technique Transportation Healthcare 123

Highspot

JANUARY 30, 2025

This intelligent automation can range from basic rule-based actions that populate forms to advanced AI algorithms that offer predictive analytics for portfolio management. Automation resolves these problems by helping wealth management firms manage the sales pipeline , meet deadlines, and provide smooth customer experiences.

Finance 52

Finance Clients Relationship Management Technology 52