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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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Farewell Forrester Research; Hello B2B Content Intelligence

PathFactory

After 7+ years as a SiriusDecisions then Forrester analyst leading B2B content research, I joined PathFactory as SVP of Product Marketing and Research. In its 2021 B2B Buying Study study, Forrester benchmarked that over 80% of B2B purchases involve three or more people in a typical buying group. But they don’t tell the whole story.

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What is CRM and how does it support marketing?

Martech

Customer relationship management (CRM) is the technology brands use to nurture relationships with their customers. And because 91% of businesses with more than 11 employees use a CRM, marketers would be wise to learn about all they have to offer. In this piece, we’ll dive deep into CRM systems and their impact on marketing teams.

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Is Google Analytics going away? What marketers need to know

Martech

With Universal Analytics sunsetting and the rise of what’s being called Google Analytics 4 in its place, digital marketing analytics can be a confusing place, so let’s make things clear… and know that I even got some input from Google digital marketing evangelist Avinash Kaushik too! The changes with Google Analytics 4.

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Predictive Analytics Methods to Improve Email Marketing

Martech Advisor

Michael Ethan, Manager of Blue Mail Media says, predictive analytics is powerful than any other email marketing technique in terms of creating a long-term relationship with the audience. Predictive analytics is one of the modern trends used by email marketers today. Understanding the Basics of Predictive Analytics.

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Top 50 Global Thought Leaders and Influencers on Business Continuity 2024

Thinkers360

3 Jason Forrest Forrest Performance Group Contact Jason Forrest Score: 75.12 Brian Reid Brison LLC Contact M. Brian Reid Score: 68.81 5 Dean Miles Bridgepoint Coaching & Strategy Group Contact Dean Miles Score: 67.69 6 Mitchell Levy Credibility Nation Contact Mitchell Levy Score: 63.61

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Required Reading from the 10 Most Influential CRM Blogs for B2Bs

BenchmarkONE

Whether you’re researching CRM options, or just trying to get the most out of your existing CRM and sales and marketing tech stack, there are a handful of experts who are the most qualified to guide you. Check out these posts from 10 of the most influential CRM blogs on the world wide web, and follow them to stay in the know.

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