Vinay Kashyap

Do you remember the first one? Not the first sale. Not the first invoice or the first time the numbers looked good on a spreadsheet. The first real customer relationship.

A robust sales process is often the linchpin of success in banking, insurance, and financial services. Here are five ways AI-powered CRM multiplies your team's output.

SimpleCRM's Customer360 module enables relationship managers and service agents to see the complete customer picture — every interaction, every product, every risk flag — in one view.

In an era where business dynamics are rapidly shifting towards mobile solutions, field sales effectiveness is determined by what your agents can do offline — and how fast they sync.

SimpleCRM to provide Lead & Case Management Solution to one of the largest Life Insurers in Southeast Asia — a look at what sovereign CRM means for the insurance sector.

Customer relationship management solutions have become important to modern business — but the honest question is whether they deliver on their promise. Here is the evidence.

Challenges in CRM implementation can be broadly categorised into people, process, and technology issues. Understanding them up front is how you avoid them.

Every business needs to evolve and adapt over time. With growing competition and customer expectations, a CRM is no longer optional for regulated industries.

Mobility in CRM refers to the use of mobile devices including tablets and smartphones to access CRM data in the field. Here is how to do it without compromising data security.

It is said that acquiring a new customer is almost 16 times more expensive than retaining an existing one. Here are seven CRM-driven tactics that make retention measurable.

A good CPQ system helps you achieve a faster lead-to-cash cycle, improves data accuracy, and removes manual quoting errors — especially critical in insurance and financial services.