1. Include everything you need to - the who, what, where, when, why and how - so that if you were to look at the note years later, it would make sense. 2. Write the note as soon as the event happens.
AI is accelerating the evolution of customer relationship management (CRM), with agentic AI, a shift to targeted use cases, and workforce realignments on the horizon. AI has the potential to transform ...
Salesforce CRM yesterday announced the pricing of senior notes worth $8 billion to fund the proposed acquisition of Slack Technologies WORK. The company issued the notes in six tranches of different ...
Salesforce, Inc. (NYSE:CRM) is among the most profitable software stocks to invest in. On October 16, Canaccord Genuity ...
MELVILLE, N.Y.--(BUSINESS WIRE)--Verint ® (NASDAQ: VRNT), The Customer Engagement Company ®, today announced it has been recognized in the 2023 CRM Industry Leader Awards as a leading provider in ...
In many companies, the question of which department oversees customer relationship management is a tricky one. Marketers work with the system on a daily basis, sales has to input data on the go, and ...
At its Knowledge 2025 event last week, ServiceNow unveiled a new AI-powered CRM platform and an increased focus on the CRM market that challenges traditional approaches and established leaders.
There are so many great sales tools that companies are implementing, such as Salesforce, Pipedrive, and many others, that allow those in HVACR distribution sales to build a database of information ...
Salesforce CRM yesterday announced the pricing of senior notes worth $8 billion to fund the proposed acquisition of Slack Technologies WORK. The company issued the notes in six tranches of different ...
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