ClickZ

MARCH 29, 2021

Finance brokers and lenders can use APIs to offer faster quotes and fast-track loan completions. We spoke to four companies who offer traditional services such as finance, mortgages, law, and insurance – and how they are using modern technology to streamline their processes.

Process 76

Process Ad brokers API Work Management 76

Zoominfo

MAY 16, 2022

A workflow may look something like this: When intent signals are identified for [ABM platforms], then select [buying committee] and export to [CRM] as [leads/contacts] and assign to [marketer or sales rep]. When automation platforms get buying signals from target accounts, they can trigger customized emails and display ads.

Marketing Automation Services 130

Marketing Automation Services Budget Programs Zoominfo Work Management 130

FMG Suite

MAY 14, 2023

“We were in search of an all-encompassing marketing solution that met our advisors’ needs and streamlined our compliance processes,” said Brian Petersdorf, Senior Marketing ​Manager at Baird. Microsoft Dynamics CRM integration support, in addition to existing integrations with SalesForce, Redtail, Wealthbox, and Ebix.

Enterprise Management 52

Enterprise Management Marketing Automation Services Work Management Marketing Management 52

DealSignal

APRIL 5, 2018

It can corrupt your process, and it can corrupt your trust between sales marketing. My process has been destroyed. Bad data can upset salespeople and if they get a ream of bad data they could lose trust in the marketing organization. So, bad data can corrupt your systems. How do we tune that? How do we optimize that?

Top of Funnel 45

Top of Funnel Work Management Marketing Automation Services Marketing Management 45

Zoominfo

OCTOBER 29, 2019

In business, people have become contacts and companies have become accounts — just a growing list of names and phone numbers in your CRM. In sales and marketing, the way we refer to data changes regularly. We’ve seen this firsthand at ZoomInfo in the way customers and sales prospects talk about our services. Let’s get into it!

List Brokers 178

List Brokers Zoominfo Ad brokers Business 178

Hubspot

SEPTEMBER 28, 2021

Once you have your license, most states require you to find a real estate broker who will sponsor your first two to three years as an agent. And, finally, it's important to keep in mind that buying and selling a home is an incredibly stressful process for your clients, so you'll have moments of tension, anxiety, and frustration.

Ad brokers 89

Ad brokers Lead Ranking Class Course 89

TrustRadius Marketing

NOVEMBER 2, 2022

Lucidchart is utilized in over 180 countries by more than 25 million users, from sales managers mapping out target organizations to IT directors visualizing their network infrastructure. HubSpot CRM. HubSpot’s CRM enables growth-minded businesses to optimize their relationships with leads and customers. LEARN MORE.

Enterprise Management 52

Enterprise Management Digital Asset Management Work Management Marketing Management 52