Mission Wealth used Salesforce tools to increase revenue fivefold and grow its services, client base, and team.

Easy CRM is part of a new product portfolio dubbed Salesforce Easy that the company detailed today. The company plans to add more products to the portfolio in the coming months.

Customer relationship management (CRM) software is no longer a “nice-to-have” component of your company’s tech stack. Today, businesses need CRM software to navigate an increasingly competitive ...