Learn ways to boost your M&A or private equity firm’s digital presence to support the business development function with smart, tactical marketing campaigns.

This article outlines key user adoption strategies for successfully rolling out a CRM, with tips like emphasizing data quality, setting up duplication rules, tracking usage, leveraging notifications/workflows, and securing executive buy-in.

Learn how investment banking firms can better track market coverage in their CRM. Our software and specialists help hundreds of firms close more deals with unique coverage relationship management.

Business and client development strategist Julie Savarino talks about why law firms and professional services firms should adopt a modern CRM.