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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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Required Reading from the 10 Most Influential CRM Blogs for B2Bs

BenchmarkONE

So how do you know when to invest in new technology, or when to change your process, or when to wait out a fad? 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. CRM Switch.

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How important is contextual content in the B2B sales process?

Sales Engine

The problem is that mass media and the mass approach to marketing just don’t work anymore.” In B2B, it’s essential to have a marketing automation system that is fully integrated with a CRM to track digital behavior and create contextual lead intelligence on your prospects. This turns out to be a real challenge for digital marketers.

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How to Choose a B2B Customer Data Platform. Better Data Integration means Better Decisions.

Leadspace

Luckily for marketing and sales operations professionals, implementing a Customer Data Platform (CDP) turns that cumbersome process into the first of many automated steps in your buyer’s journey. Check out the latest from Forrester, who recently published The Forrester New Wave : B2B Standalone CDPs, Q4, 2021.