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2023 in review: Our top 10 articles on CRM

Martech

Today: CRM. How to prepare for the GPT age in CRM and email by Brian McKenna. 5 ways CRMs are leveraging AI to automate marketing today by Gene Marks. Here’s how AI innovations in major CRM platforms are transforming functions like sentiment analysis, campaign creation and more. Michael Baumgaertner. Here’s how.

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5 Things Your Financial Services CRM Needs to Have

Salesforce Marketing Cloud

Rated as a leader by The Forrester Wave Report™: Financial Services CRM , Salesforce knows service — of any kind. Financial services CRMs are changing and so are the needs of customers. We weed through the noise to bring you exactly what features you need in a financial services CRM. Get the report 2.

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The ANNUITAS Perspective on the Adobe Acquisition of Marketo

ANNUITAS

A Memo from CEO Adam Needles to ANNUITAS clients on the Adobe Acquisition of Marketo. – A short second … this is a welcome acquisition. That’s important because too often this type of acquisition results in mass talent exodus. Adobe is known excellence at the crossroads of creative and analytics.

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Machine learning is your secret weapon for customer acquisition

ClickZ

30-second summary: Machine learning (ML) is the AI focal point for your customer relationship management (CRM) tool and can be the key to boosting your customer acquisition. A CRM that includes ML adds the ability to access predictive analytics, automate email marketing campaigns and drive customer transactions.

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CRM Vs Email Marketing: Which Is More Suitable For My Business?

SendX

CRM and email marketing tools are popular choices. While some compare to settle for the best, others dig deep to identify a CRM email marketing tool that'll offer both solutions. 81% of small businesses depend on email marketing as their main customer acquisition channel. An email marketing tool feeds data to the CRM.

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CRM Automation: A look into AI in Lead Generation

Valasys

Introduction CRM systems are used by many B2B and B2C companies to organize their business processes and make complex tasks easier to complete. AI in lead generation takes the drudgery out of the time-consuming tasks of customer acquisition and management.

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5 Ways to Improve CRM Adoption

InsightSquared

In this case, step one for implementing a new CRM is to ensure your company has defined its own processes. And, once you’ve defined how things should work in your company, make sure you hire the right person (or people) to manage and customize your CRM. CRM adoption starts at the top. A CRM is a connector and a time saver.

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