PYMNTS

NOVEMBER 30, 2018

The company targets small- to medium-sized businesses (SMBs) with its cloud-based business management solutions, including enterprise resource planning (ERP), inventory management and customer relationship management (CRM) tools. Cybersecurity risk management enterprise CloudSEK announced a $1.97 Cybersprint.

Process

Stax

FEBRUARY 26, 2024

Even when stored card information is tokenized, businesses must prioritize cybersecurity best practices to encrypt and secure sensitive information—this means having proper infrastructure and investment in technology is key. For example, Stax has several useful API integrations to leading CRM tools, such as Hubspot, Xero, Wave and more.

Best Practices

EBizCharge

JUNE 14, 2024

EBizCharge offers over 100 native and fully developed and supported in-house payment integrations to the top ERP, accounting, CRM, eCommerce, and specialty systems, including QuickBooks, Acumatica, Sage, SAP, Microsoft Dynamics, NetSuite, Salesforce, Epicor, and more.

CRM

PYMNTS

SEPTEMBER 14, 2016

. ——– It’s not just the payments and financial sectors that are worrying about cybersecurity and the threat of hackers when devices and systems are linked to the internet. Before C3 IoT, he headed Siebel Systems, a CRM startup, which he later sold to Oracle. Fiat, last year, recalled 1.4

Fraud Detection

EBizCharge

AUGUST 20, 2024

EBizCharge is known for its robust suite of payment integrations into over 100 of the top accounting, ERP, CRM, and eCommerce platforms. EBizCharge integrates seamlessly with over 100+ accounting, ERP, CRM, and shopping cart systems, including Microsoft Dynamics, QuickBooks, Sage, SAP B1, Acumatica, Magento, and WooCommerce.

Technology

The Fintech Times

JUNE 7, 2024

The copilot plug-in is system-agnostic, acting as one central copilot that can be used on top of all web-based enterprise applications, pulling data from any system including Customer Relationship Management (CRM) systems, case management systems, third-party vendors, and Excel documents.

Financial Crimes

EBizCharge

JUNE 4, 2024

EBizCharge offers over 100 native and fully developed and supported in-house payment integrations to the top ERP, accounting, CRM, eCommerce, and specialty systems, including QuickBooks, Acumatica, Sage, SAP, Microsoft Dynamics, NetSuite, Salesforce, Epicor, and more.

CRM

FloQast

MAY 13, 2024

For example, cloud computing systems can integrate with customer relationship management (CRM) systems to sync customer data and streamline invoicing. New legislation, IRS guidance, and auditing standards will address blockchain technology, artificial intelligence, data privacy, cybersecurity, and other emerging issues.

Accounts

PYMNTS

FEBRUARY 22, 2018

Without a doubt, small businesses (SMBs) have more choice than ever before when adopting new technologies, and many of those new tools, from accounting to customer relationship management (CRM), are streaming in as Software-as-a-Service (SaaS).

API

PYMNTS

MAY 5, 2017

It’s been a big week in the broader cybersecurity realm, starting with a data breach of Sabre Corporation’s hospitality unit. The compromised Sabre system reports offering seamless connectivity to over 120 property management, 7 revenue management, 7 CRM and 18 content management solutions according to the company’s website.

Breach

PYMNTS

AUGUST 10, 2018

Asia-Pacific and North American startups took the lead this week, with funding going to small business (SMB) accounting, payroll, B2B eCommerce and cybersecurity firms — just to name a few. A week of more than $200 million for B2B FinTech firms across the globe shows that venture capitalists’ support for the space continues.

B2B

CB Insights

AUGUST 31, 2017

RESEARCH BRIEFING: AI IN CYBERSECURITY. In this briefing we will cover the future of cybersecurity as it relates to the implementation of artificially intelligent systems for preventative digital defense. Sales/CRM AI. CYBERSECURITY AI. California-based Cylance tied for largest round in the cybersecurity AI category.

Participant

The Fintech Times

AUGUST 2, 2024

These results were largely driven by members of the Contingent Reimbursement Model (CRM) – a voluntary code that sets guidelines on how firms reimburse victims of APP scams. CRM members reimbursed 68 per cent of fraud value back to consumers in 2023. Rocio Concha, director of policy and advocacy at Which?

Scams

M2P Fintech

NOVEMBER 12, 2024

Compatibility with Other Systems Lenders typically rely on a range of tools, such as CRM systems, accounting software, and lead sourcing channels. Meanwhile, the use of alternative credit data and enhanced cybersecurity measures ensure broader access to loans while safeguarding sensitive information.

Financial Inclusion

CB Insights

JULY 18, 2018

This CRM software unicorn was founded in 2002 under the name Agilsys, and began with just 1,300 customers. The cybersecurity unicorn last raised $175M from TPG Growth, bringing its total disclosed funding to $570M. Website as of: June 2012. Current valuation: $10.4B. Minus the outdated logo, Pinterest looks pretty familiar, eh?

Bitcoin

Stax

APRIL 18, 2024

Use cases and industry reach ISVs and SaaS providers develop solutions for multi-industry use cases, including but not limited to: Customer relationship management (CRM) Enterprise resource planning (ERP) Accounting and financial management Industry-specific solutions (e.g., Both may also incorporate compliance standards in their products.

ISVS

CB Insights

APRIL 7, 2018

Enterprise resource planning (ERP) software tracks resource allocation from raw material procurement all the way through customer relationship management (CRM). Cybersecurity is a priority. 28% of the manufacturers in a recent survey cited a loss of revenue due to cybersecurity attacks in the past year.

Technology

CB Insights

JUNE 15, 2018

Enterprise resource planning (ERP) software tracks resource allocation from raw material procurement all the way through customer relationship management (CRM). BLOCKCHAIN FOR RESOURCE TRACKING.

Distributed Ledger Technology (DLT)

The Fintech Times

MAY 22, 2024

One reason more users have been able to be reimbursed is due to the Contingent Reimbursement Model (CRM) Code launched in 2019. This has increased from 59 per cent in 2022.

Scams

Nanonets

FEBRUARY 8, 2024

Salesforce Salesforce now has multiple offerings, but we’ll focus on the CRM capabilities that propelled the company to success. Using Salesforce CRM, businesses can track customer interactions, organize vast amounts of customer data, and monitor a real-time sales forecast. Start with this guide!

Payroll

Nanonets

DECEMBER 15, 2023

For instance, when selling a CRM system to a large corporation, a sales representative would use BANT to ensure that the lead has the budget for such a system, the authority to decide on the purchase, a clear need for the product, and a defined timeline for implementation. Salesperson creates a new record in Hubspot CRM.

Automation

Fintech Labs Insights

APRIL 20, 2023

. — Example: It’s going to seem weird at first, but after your boss calls and explicitly tells you to pay that new CRM vendor $10,000, you need to call her right back and verify that it was her. Or you could do it electronically if you have some password or shared secret that can be used to verify the electronic confirmation.

Phishing

CB Insights

AUGUST 6, 2017

The Deep Learning Market Map: 60+ Startups Working Across E-Commerce, Cybersecurity, Sales, And More. CYBERSECURITY. The Periodic Table of Cybersecurity Startups. Cybersecurity’s Next Frontier: 80+ Companies Using Artificial Intelligence To Secure The Future. CYBERSECURITY. VIRTUAL AND AUGMENTED REALITY.

FinTech

Clearly Payments

FEBRUARY 24, 2025

Modern POS systems integrate with inventory management, sales tracking, customer relationship management (CRM), and e-commerce platforms, making them a central hub for business operations. Traditionally, POS systems consisted of a cash register and receipt printer, but todays solutions are much more advanced.

Point-of-Sale (POS)

Finovate

MARCH 5, 2025

Effective vendor management was another hot topic, with panelists warning against excessively long infrastructure contracts that make timely upgrades difficult, potentially exposing firms to operational and cybersecurity risks.

Risk