Wealth management CRM leader Maximizer Services has released a new study looking at how small financial advisor firms can position themselves to grow into bigger, medium-sized players.
A new book entitled The Definitive Guide to Social CRM explains how the integration of Social Media and CRM technology has created the entirely new, rapidly growing Social CRM marketplace.
Social referral marketing leader SocialTwist's KnownCircle social-referral network division has been expanded to include more than 700,000 members in the accounting and tax profession.
From Enterprise Connect 2015 in Orlando, Unified communi-cations and collaboration leader Yorktel is reporting record growth for 2014. In addition, 2015 marks the 30th Anniversary for Yorktel.
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