Finovate

JUNE 6, 2024

Crédit Agricole Next Bank has launched a new lead management platform and CRM courtesy of a partnership with InvestGlass. Courtesy of a partnership with sales and compliance automation solution provider InvestGlass , Crédit Agricole Next Bank has launched its new lead management platform and CRM. CRM option.

CRM 52

CRM Non-Bank Automation Compliance 52

Nanonets

JANUARY 10, 2024

Mailchimp as a CRM In the digital marketing world, Mailchimp is renowned for its robust email marketing capabilities and user-friendly interface. However, beyond its core features, Mailchimp also offers advanced functionalities through its API key and serves as a versatile Customer Relationship Management (CRM) platform.

CRM 52

CRM API Gateways Automation 52

Nanonets

OCTOBER 18, 2023

Automate your sales processes and unlock the full potential of your CRM with Nanonets integrated Pipedrive Workflow Automation. In today's fast-paced business world, staying ahead of the competition requires efficiency, productivity, and strategic decision-making. And that's where workflow automation comes into play.

CRM 52

CRM Automation AI Use Case 52

CB Insights

NOVEMBER 8, 2021

San Francisco-based Lever operates a talent acquisition platform, LeverTRM, that brings together applicant tracking system (ATS) and candidate relationship management (CRM) capabilities in one location. LeverTRM also supports Diversity, Equity, and Inclusion (DEI) efforts in organizational hiring. Want the full post?

CRM 57

CRM Addressing Research Posting 57

The Fintech Times

NOVEMBER 18, 2024

Enabling ‘hyper-personalised experiences’ Inefficiencies such as costly upgrades to the latest security and industry standards like PCI DSS, and being unable to integrate with other merchant systems like stock inventory and customer relationship management (CRM) platforms, are also threatening to eat into already-thin profit margins.

PCI DSS 59

PCI DSS Payment APIs and Integration Point-of-Sale (POS) CRM 59

The Finance Weekly

JULY 19, 2022

DataRails' solution wraps around your existing interface and integrates with any preexisting internal systems including your ERP, GL, CRM, and HR data. With a growing number of products on the market, it is only a sample of what is available, but it represents the best of the best. 3 Key Pointers.

CRM 240

CRM Finance Database Automation 240

EBizCharge

APRIL 24, 2025

Popular customer relationship management (CRM) platforms like Salesforce continue to streamline these operations with robust sales, marketing, and service tools, making the ability to process payments directly within this system the cherry on top. When your payment system and Salesforce CRM are in harmony, workflow becomes more efficient.

Payment Gateways 52

Payment Gateways Gateways Payment APIs and Integration Payments 52

NFCW

DECEMBER 6, 2023

The RFID tags enable Bastille to track and trace its products across the entire supply chain, from raw material sourcing to customer purchasing in real-time, while the QR codes allow customers to access information about the fragrance they have purchased as well as confirm its authenticity. “In

Fraud Prevention 120

Fraud Prevention CRM Authentication Origination 120

Nanonets

NOVEMBER 14, 2023

Imagine having a top-tier Sales CRM software that acts like a digital maestro, orchestrating every step of your sales process with precision and ease. So buckle up as we journey through a curated selection of management CRM software designed to sharpen your competitive edge. That's what we're diving into today.

CRM 98

CRM Automation AI Database 98

EBizCharge

APRIL 24, 2025

The product’s unique features, such as PCI compliance and surcharging options, offer strong benefits to both small businesses and large enterprises. EBizCharge integrates seamlessly with 100+ accounting, ERP, CRM, and shopping cart systems, including QuickBooks, Sage, SAP B1, Microsoft Dynamics, Epicor, Magento, Zoho, and WooCommerce.

Payment Solutions 75

Payment Solutions Fraud Prevention CRM Payment Gateways 75

EBizCharge

APRIL 22, 2025

Salesforce, a popular customer relationship management (CRM) solution, allows businesses to manage customer data, sales, operations, and finances within a single, cloud-based system, eliminating the need for disconnected systems. What is Salesforce? Now that you know the benefits of Salesforce integrated payments, its time to set it up.

Payment APIs and Integration 52

Payment APIs and Integration Payment Gateways Gateways Payments 52

The Finance Weekly

APRIL 28, 2024

QuickBooks Online works with many apps, like: Payment processing software E-commerce platforms Inventory management systems Customer relationship management (CRM) Project management tools Integrating QuickBooks can be done through APIs (Application Programming Interfaces), custom-built integrations, or middleware.

Payment APIs and Integration 130

Payment APIs and Integration CRM Automation Multi-Currency 130

Fintech Review

APRIL 2, 2025

Administrators can configure DXtrade connections and manage trading products through the B2CORE Back Office, simplifying setup and improving control. About B2CORE B2CORE is the flagship SaaS product by B2BROKER.

Multi-Currency 52

Multi-Currency CRM Risk Management On-Demand 52

The Finance Weekly

MAY 5, 2024

They basically connect what you need with the right product or service. Data-Driven Sales Strategy - Utilizing insights from market, product, and sales data is key to defining accurate targets and actions, ultimately leading to improved productivity and performance. Leading the growth in almost every company is the sales team.

CRM 182

CRM Product Process Addressing 182

PYMNTS

OCTOBER 14, 2020

On the Salesforce platform, Rootstock works to offer sales order processing, supply chain, production, inventory, logistics and financials, bridging a gap in the world of ERP solutions, the release stated. Nordics, DACH (Austria, Germany and Switzerland), and Middle East areas of the world, according to a press release.

CRM 92

CRM Consulting Product Risk 92

The Fintech Times

APRIL 10, 2025

Through the collaboration, it plans to unlock development capabilities for Congas products on AWS, helping customers drive innovative business solutions with AWSs advanced cloud technologies, modernise their workflows, automate critical business functions, and reduce manual intervention.

FinTech 59

FinTech AI Non-Bank Cybersecurity 59

Open Banking Excellence

AUGUST 23, 2023

How can businesses unlock the productivity gains of AI whilst mitigating the risk of ‘hallucinations’ and solving challenges around toxicity, privacy, bias, and data governance, asks Paul O’Sullivan, SVP Solution Engineering at Salesforce? When businesses trust AI, they can drive genuine productivity gains.

AI 130

AI Risk Online and Mobile Banking CRM 130

Nanonets

DECEMBER 1, 2023

Need - Do they have a genuine requirement that the product or service can address? AI has become cornerstone in sales with automated lead scoring, personalization at scale, real-time decision support and integrations with CRM systems. It helps answer, Budget - Is the prospect financially capable of making a purchase? But does it work?

AI 98

AI CRM Authorization Automation 98

Stax

MAY 6, 2025

Poor integration with evolving tools (CRM, accounting, ERP) Growth often means adopting more tools to run your businesslike CRMs, ERPs, or inventory platforms. These dashboards and reports help finance, operations, and leadership make smarter decisionswhether youre optimizing cash flow, launching new products, or entering new markets.

Payment Solutions 88

Payment Solutions Payment APIs and Integration Volume Payments 88

Fintech Finance

OCTOBER 31, 2024

Jon Horddal, Chief Product Officer at emerchantpay, commented : “We are thrilled to collaborate with Visa Acceptance Solutions to further strengthen our global acquiring capabilities and widen our reach into more markets.

Acquirers 98

Acquirers Technology Value Added Service CRM 98

Stax

FEBRUARY 19, 2024

But not all SaaS products are alike. Vertical SaaS solutions are SaaS products designed for use by a specific industry or business vertical. This differs from horizontal SaaS solutions, which target numerous industries with a single product. Some solutions, like Slack or Microsoft, are useful for any kind of business.

CRM 88

CRM Regulatory Compliance Compliance On-Demand 88

Nanonets

NOVEMBER 11, 2024

Integrating NetSuite and Salesforce can be a game-changer for organizations, enabling seamless data flow between the two most common mid-market CRM and financial systems. Overview of Salesforce and NetSuite Use Cases Salesforce and NetSuite are the two leading CRM and ERP software solutions for the mid-market.

CRM 52

CRM API AI Automation 52

The Fintech Times

APRIL 12, 2025

Amit Zavery, president, chief product officer and chief operating officer, ServiceNow “As enterprises embrace the power of AI agents to streamline work and drive productivity, a critical challenge remains: interoperability,” said Amit Zavery , president, chief product officer and chief operating officer, ServiceNow.

AI 51

AI Interoperability Legal Consulting 51

Fintech News

MARCH 13, 2024

Inypay has made significant investments in its technological infrastructure, developing core banking, customer relationship management (CRM), and digital banking platforms in-house. With three lending products ready and two more in the pipeline, Inypay is gearing up for a broader service offering.

CRM 107

CRM Underserved Addressing Security 107

Fintech Finance

JULY 23, 2024

This will enable intermediary firms to better manage, collect and reconcile their payments to help improve cash flow and streamline a host of financial transactions, all without having to leave the OMS CRM system. In addition, they can sidestep expensive card fees by collecting instant, one-off payments through open banking.

ISVS 98

ISVS Payments Payer CRM 98

Fintech Finance

FEBRUARY 22, 2024

Zilch , the ad-subsidised payments network (ASPN), today announces the launch of a new credit payment product, allowing its customers to spread interest-free repayments for larger purchases over three months. The new ‘Pay over 3 months’ product will provide more flexibility to customers and drive up Zilch’s market-leading wallet share.

Regulations 52

Regulations Product CRM Caps 52

Stax

MAY 20, 2024

The concept of unearned revenue can easily trip up SaaS companies that offer subscription services and products on a recurring basis. Unlike when selling ordinary products, you cannot recognize the revenue earned from a subscription all at once. In the case of SaaS subscriptions, this could take several months—or even years.

Accounts 167

Accounts Adjustments Legal Agreements 167

Nanonets

MAY 30, 2024

For decades, Salesforce has been a leading customer relationship management (CRM) tool. The platform assists small and large businesses alike in closing deals, improving productivity, and building insightful analytical reports – it’s a key business tool. As a CRM tool primarily, Salesforce does not provide that support. 

CRM 40

CRM Accounts Payment APIs and Integration Audit 40

PYMNTS

MARCH 9, 2020

Small businesses have also been clamoring for CRM products and payment solutions that utilize blockchain technology, not just because of the enhanced speed (since authentication is created at each touchpoint), but also because blockchain-powered CRM processes have fresh, top-to-bottom data that offers a wealth of insights in a frictionless format.

Blockchain 84

Blockchain CRM Database Small Business 84

PYMNTS

AUGUST 5, 2019

Mastercard Business Card customers will have access to proprietary customer relationship management (CRM) solutions through Salesforce Essentials, which is an app that has sales and support tools designed specifically for small businesses, for $9.99

Small Business 77

Small Business Visa CRM Addressing 77

PYMNTS

NOVEMBER 30, 2020

The aggregation model works to provide advice for clients on business requirements to help enact a one-stop shop for banking products. Powered by SAP, the program comes with "an armory" of services for things including sales, accounting, purchasing, inventory and CRM, all going toward the omnichannel functionality.

Cross-Border 86

Cross-Border Liquidity Management CRM Small Business 86

Nanonets

SEPTEMBER 23, 2023

Microsoft offers a range of ERP products designed to streamline business operations and improve overall efficiency. By leveraging Microsoft ERP solutions, businesses can enhance productivity, reduce costs, and make smarter strategic decisions. Implementing an ERP system offers numerous benefits to businesses.

Product 52

Product Multi-Currency Best Practices Automation 52

Finovate

NOVEMBER 4, 2024

This figure does not include AI usage in a CRM setting. Conversations As always, the highlight of the event was the people. After working in this space for 15 years, I’ve found a diverse network that fosters community and works to build each other up.

AI 59

AI Bots Cross-Border Payments Rules 59

The Fintech Times

DECEMBER 20, 2023

Commercial International Bank (CIB) Egypt has selected IBM artificial intelligence (AI) technology to integrate existing and new services from branches, digital channels, mobile and internet banking, IVR, business processes and CRM.

AI 83

AI CRM End User Governance 83

Stax

MARCH 18, 2025

For example, if you offer a SaaS product for inventory management, the system integrates payments to help your users accept payment directly on the software. You also have to manually reconcile payments with accounting, inventory, or customer relationship management (CRM) systems.

Process 88

Process Payment APIs and Integration Processors Online and Mobile Banking 88

The Finance Weekly

NOVEMBER 13, 2024

Typical Hurdles in Handling Accounts Receivable Accounts Receivable is the money that a business is waiting to receive from customers for products or services already provided. This approach aims to swiftly generate reports, enabling teams to retrieve data from their spreadsheets, including ERP, CRM, HRIS, and more.

Accounts 130

Accounts Duplicate CRM Automation 130

Stax

MARCH 18, 2025

moment” focuses on when users first-handedly experience your product’s value through great user experience. Some of the ways to reach optimal SaaS growth include generating new leads with interesting product features that stand out from the rest. As a SaaS company, the best lead generation asset is your product itself.

Payment APIs and Integration 117

Payment APIs and Integration Product On-Demand CRM 117