Customers

Salesforce this week announced Financial Services Cloud Einstein, an artificial intelligence-based CRM tool for financial advisors. It gives users a holistic view of each client's household and wealth ecosystem and lets them leverage Salesforce's AI technology to seek out new business opportunities....

It's mud season here in New England -- that time of year when everything merges into an amorphous mess. The gray sky merges with a gray landscape made into slop by continual rains and dirty gray melting snow. It's hard to tell where one thing ends and another begins. Eventually the sun comes out and...

AWS has announced Amazon Connect, a self-service contact center solution based on the same cloud technology used by Amazon customer service associates worldwide. It offers phone numbers throughout the U.S. and 18 countries in Europe. "The opportunity for cloud contact centers is significant," said R...

When the U.S. Department of Labor issued its fiduciary rule last year, it set financial advisers, insurers and agents into a mad scramble to meet an April 10, 2017, implementation deadline. The rule elevates all financial professionals who work with retirement plans or provide retirement planning ad...

We've seen a parade of technologies coming into the front office since 2000, including browser-based cloud computing, social media, mobile technology, workflow, journey mapping, and big data and analytics. It's typical that at first there's only a tenuous relationship between the technology and CRM'...

McDonald's has begun testing new mobile ordering and payment functionality at 29 of its restaurants in Monterey and Salinas, California. It will expand the pilot to another 51 restaurants in Spokane, Washington, on March 20. The company will run multiple pilots to gather customer feedback, work out ...

OpenMethods on Tuesday announced integration with Next Caller's Advanced Caller ID database. The integration will let contact centers on the Oracle Service Cloud use real-time contextual data for more than 500 million landline, mobile and VoIP numbers to personalize and simplify their agent and cust...

CallidusCloud on Thursday launched ServiceMotivate, a call center sales performance management, or SPM, solution. ServiceMotivate is tightly integrated with Salesforce to track and reward call center agents based on key performance indicators of their service center, such as quick issue resolution a...

I recently received an email from my health club that said, in part: "Dear Chris, We've noticed you haven't been in as regularly in recent weeks. I understand there may be many reasons for not being able to make it in, but I just wanted to send a quick note to check if you're happy with the service ...

It's possible that getting people to follow a brand on social media makes them buy more. However, it's also possible that those who already have positive feelings toward a brand are more likely to follow it in the first place, and that's why they spend more than non-followers.

Salesforce this week announced new features and an expanded partner ecosystem for its Health Cloud at the Healthcare Information and Management Systems Society conference in Orlando, Florida. The new features are lead-to-patient conversion, risk stratification and advanced segmentation. Salesforce a...

The United States Consumer Financial Protection Bureau has come under increasing fire from Republican lawmakers who now have the Trump administration to back their efforts. Long-time critic Rep. Jeb Hensarling, R.-Texas, who chairs the U.S. House of Representatives Financial Services Committee, comp...

One of the most noticeable recent trends in CRM is that "there are a lot more companies looking for tools to centralize data," noted Oro CEO Yoav Kutner. "We're seeing multichannel businesses that interact with customers both through a brick-and-mortar and through multiple touchpoints.