The company wants to win more business from independent financial advisors and thinks Rowboat’s portfolio management ...

Zoho announced that its customer relationship manager, previously only for sales teams, has been modified and enhanced with ...

These are just a few ideas, but the best automation really depends on your specific workflow and the tools you use. You can ...

Salesforce.com (CRM) closed the most recent trading day at $289.17, moving +0.12% from the previous trading session. This move lagged the S&P 500's daily gain of 0.73%. Elsewhere, the Dow saw a ...