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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. Pre-built CRM solutions tailored for financial services 70% of executives cannot consistently offer personalized interactions. Get articles selected just for you, in your inbox Sign up now 3. Get the report 2.

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Getting smarter together: Trends in AI for B2B marketing

SmartBrief - Marketing

They frequently don’t understand or trust AI, so they’re hesitant to employ it to automate important tasks such as gathering audience and program insights, tactic orchestration, conversation automation and content creation. As B2B marketers gain a better understanding of AI’s capabilities, trust in these valuable solutions can grow.

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The 15 Best In-Person Event Platforms [2023]

SpotMe Blog

Selecting the right in-person event platform to manage your onsite events is critical to their success. Especially because 95% of marketers believe that in-person events help achieve business goals (American-based event technology company). What Is An In-Person Event Platform? American event technology company).

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4 Ways to Nurture Prospect Relationships and Close More Deals

Oktopost

In this article, we’ll explore four strategies to effectively nurture prospects through the sales cycle so you can close more deals. Personalizing cadences goes beyond including your prospect’s name and company in the email, you should also personalize the information your prospects receive – even at scale.

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4 B2B Marketing Resolutions for the New Year

Madison Logic

At a time marked by an uncertain economic climate, evolving buyer behaviors, and significant technological developments, you need to make changes and improvements to your business approach to yield higher gains. Delivering personalized experiences is paramount to customer engagement.

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How Personalization Affects Lead Nurturing

PureB2B

In today’s digital world, personalization is an integral part of any business’ marketing endeavors, and it’s also one of the biggest trends in marketing. So if we have the means to personalize our lead nurturing campaigns, doesn’t it make sense to take full advantage of it? Personalization Increases Engagement and Conversions.

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B2B Marketing & Sales Insights from Lori Wizdo of Forrester Research

ViewPoint

I had the great the opportunity to interview Lori Wizdo , B2B marketing analyst at Forrester Research. There's a lot of discussion in the marketplace about articles you've written, including "The Lead-Nurturing Payoff For The Tech Industry." Of course, that’s still nowhere near what a sales person would consider a lead.

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