Los Angeles, California - January 12, 2026 - PRESSADVANTAGE - Rocket CRM has announced continued development and ...
Wipfli, an accounting and advisory firm, announces a new partnership with Creatio, bringing a fresh approach to CRM and workflow automation for middle-market organizations. This collaboration is ...
Agentic AI is shifting CRM from simple automation toward collaborative workflows, where AI handles routine tasks and humans apply judgment, context, and relationship-building. Rather than replacing ...
Rocket CRM has announced an expansion of its workflow intelligence features, enhancing its CRM automation system to better support businesses in managing the entire customer lifecycle. This ...
In mid-January 2026, Viz.ai and Ellipsis Health each launched new healthcare-focused AI services on Salesforce’s Agentforce ...
Forbes contributors publish independent expert analyses and insights. Geri Stengel writes about the success factors of women entrepreneurs. Katherine Kostereva has emerged as a force to be reckoned ...
It's helpful, then, for financial advisors to establish and maintain written workflows to help them stay organized. At the very least, solo and small ensemble advisors can use checklists to stay on ...
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